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iShares Russell 1000 Growth ETF

1,689 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 599 increasing their positions, 552 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 63

23% more call options, than puts

Call options by funds: $115M | Put options by funds: $93.9M

16% more capital invested

Capital invested by funds: $41.4B → $48.1B (+$6.71B)

7% more funds holding

Funds holding: 1,5741,689 (+115)

1% more funds holding in top 10

Funds holding in top 10: 158160 (+2)

9% more repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 552

0.94% more ownership

Funds ownership: 301.98%302.92% (+0.94%)

Holders
1,689
Holders Change
+115
Holders Change %
+7.31%
% of All Funds
27.15%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
212
Increased
599
Reduced
552
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1276
SFMG Wealth Advisors
Texas
$347K +$356K +6,476 New
PA
1277
Probity Advisors
Texas
$346K +$356K +6,468 New
BWA
1278
Bordeaux Wealth Advisors
California
$344K
IWP
1279
IAG Wealth Partners
Wisconsin
$344K +$62.7K +1,140 +22%
CBFP
1280
Cedar Brook Financial Partners
Ohio
$344K +$77.5K +1,408 +28%
PAS
1281
Professional Advisory Services
Florida
$344K
HCM
1282
Hudson Capital Management
New Jersey
$343K -$16.1K -292 -4%
RFA
1283
Resurgent Financial Advisors
Georgia
$343K -$6.82K -124 -2%
RBC
1284
Romano Brothers & Co
Illinois
$341K
BIG
1285
Builder Investment Group
Georgia
$338K +$348K +6,320 New
VPIM
1286
Vanguard Personalized Indexing Management
California
$338K -$660 -12 -0.2%
MFS
1287
McNamara Financial Services
Massachusetts
$337K +$22.4K +408 +7%
LWMT
1288
Legacy Wealth Management (Tennessee)
Tennessee
$336K -$66.2K -1,204 -16%
WMP
1289
Wealth Management Partners
Arizona
$336K
AA
1290
Aire Advisors
California
$335K -$40.7K -740 -10%
CTA
1291
Colonial Trust Advisors
South Carolina
$335K
CCM
1292
Cribstone Capital Management
Maine
$335K -$62.3K -1,132 -15%
MWM
1293
Mattern Wealth Management
Kansas
$334K -$4.62K -84 -1%
HG
1294
Harbor Group
New Hampshire
$333K -$17.4K -316 -5%
WI
1295
Wintrust Investments
Illinois
$333K -$16.9K -308 -5%
AWM
1296
Affinity Wealth Management
Delaware
$332K +$66.7K +1,212 +24%
ZCA
1297
Zeke Capital Advisors
Pennsylvania
$331K +$340K +6,188 New
SWM
1298
Sugarloaf Wealth Management
Georgia
$331K -$3.3K -60 -1%
CA
1299
Claro Advisors
Massachusetts
$330K -$31.5K -572 -8%
SS
1300
Simplicity Solutions
Minnesota
$328K +$126K +2,288 +60%

IWF Hedge Fund Activity: Q4 2022 in Review

1,689 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2022, worth a combined $48.1B — up 16% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new IWF positions and 63 closed out — a net gain of 149 holders — while 599 added to existing stakes and 552 trimmed.

The largest buyer was Bank of America, adding an estimated $701M. The largest seller was Nuveen, cutting an estimated $266M.

  • 1,689 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2022, up from 1,574 in Q3 2022.
  • Funds reported $48.1B of iShares Russell 1000 Growth ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 212 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2022 and 63 closed out, a net change of +149 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2022 was Bank of America, an estimated $701M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2022 was Nuveen, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2022.