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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,684 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 211 funds opening new positions, 598 increasing their positions, 550 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,684
Holders Change
+115
Holders Change %
+7.33%
% of All Funds
27.17%
Holding in Top 10
159
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
211
Increased
598
Reduced
550
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$683M
2
Polen Capital Management
Polen Capital Management
Florida
+$417M
3
Morgan Stanley
Morgan Stanley
New York
+$275M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$178M
5
Edgewood Management
Edgewood Management
Connecticut
+$130M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$259M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
5
AWA
Arete Wealth Advisors
Illinois
-$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1276
IAG Wealth Partners
Wisconsin
$344K +$61.1K +285 +22%
CBFP
1277
Cedar Brook Financial Partners
Ohio
$344K +$75.4K +352 +28%
PAS
1278
Professional Advisory Services
Florida
$344K – – –
HCM
1279
Hudson Capital Management
New Jersey
$343K -$15.6K -73 -4%
RFA
1280
Resurgent Financial Advisors
Georgia
$343K -$6.64K -31 -2%
RBC
1281
Romano Brothers & Co
Illinois
$341K – – –
BIG
1282
Builder Investment Group
Georgia
$338K +$338K +1,580 New
VPIM
1283
Vanguard Personalized Indexing Management
California
$338K -$643 -3 -0.2%
MFS
1284
McNamara Financial Services
Massachusetts
$337K +$21.9K +102 +7%
LWMT
1285
Legacy Wealth Management (Tennessee)
Tennessee
$336K -$64.5K -301 -16%
WMP
1286
Wealth Management Partners
Arizona
$336K – – –
AA
1287
Aire Advisors
California
$335K -$39.1K -185 -10%
CTA
1288
Colonial Trust Advisors
South Carolina
$335K – – –
CCM
1289
Cribstone Capital Management
Maine
$335K -$60.6K -283 -15%
MWM
1290
Mattern Wealth Management
Kansas
$334K -$4.5K -21 -1%
HG
1291
Harbor Group
New Hampshire
$333K -$16.9K -79 -5%
WI
1292
Wintrust Investments
Illinois
$333K -$16.5K -77 -5%
AWM
1293
Affinity Wealth Management
Delaware
$332K +$64.9K +303 +24%
ZCA
1294
Zeke Capital Advisors
Pennsylvania
$331K +$331K +1,547 New
SWM
1295
Sugarloaf Wealth Management
Georgia
$331K -$3.21K -15 -1%
CA
1296
Claro Advisors
Massachusetts
$330K -$30.6K -143 -8%
SS
1297
Simplicity Solutions
Minnesota
$328K +$123K +572 +60%
National Bank of Canada
1298
National Bank of Canada
Quebec, Canada
$328K – – –
RP
1299
Rice Partnership
Hawaii
$328K -$6.43K -30 -2%
KFC
1300
Klingenstein Fields & Co
New York
$327K +$42.8K +200 +15%
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