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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 %
CAI
1301
Capital Advisors Inc
Oklahoma
$327K – – –
SSW
1302
Stone Summit Wealth
Florida
$327K – – –
LP
1303
LGL Partners
Pennsylvania
$326K +$857 +4 +0.3%
CWM
1304
Compass Wealth Management
Connecticut
$326K +$326K +1,520 New
AMR
1305
Asset Management Resources
Massachusetts
$325K -$20.1K -94 -6%
FAM
1306
Formidable Asset Management
Ohio
$324K -$4.08K -19 -1%
RCG
1307
Resource Consulting Group
Florida
$322K – – –
CWS
1308
Cypress Wealth Services
California
$322K +$214 +1 +0.1%
MA
1309
MCF Advisors
Kentucky
$321K -$3.43K -16 -1%
BIM
1310
Bridgecreek Investment Management
Oklahoma
$321K – – –
CCM
1311
Carlson Capital Management
Minnesota
$321K -$3.43K -16 -1%
ERWM
1312
Elk River Wealth Management
Colorado
$319K – – –
AMM
1313
American Money Management
California
$319K +$1.07K +5 +0.3%
GP
1314
Geneva Partners
Wisconsin
$318K -$8.79K -41 -3%
PWW
1315
Pettyjohn Wood & White
Virginia
$318K – – –
TW
1316
TrinityPoint Wealth
Connecticut
$316K – – –
NMG
1317
New Millennium Group
Utah
$316K – – –
WPC
1318
Wedmont Private Capital
Pennsylvania
$315K +$47.7K +222 +18%
SCI
1319
S&CO Inc
Massachusetts
$314K – – –
LCM
1320
LVM Capital Management
Michigan
$313K – – –
HGWM
1321
Horst & Graben Wealth Management
Oregon
$312K +$858 +4 +0.3%
TSS
1322
Two Sigma Securities
New York
$312K +$312K +1,456 New
RWM
1323
Rockwood Wealth Management
Pennsylvania
$312K -$56.8K -265 -15%
ML
1324
McAdam LLC
Pennsylvania
$311K -$3.92M -12,835 -93%
LPAM
1325
Lodestar Private Asset Management
California
$310K +$310K +1,448 New
51 52
53
54 55