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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
CPIA
1351
Cornell Pochily Investment Advisors
New York
$295K
PCM
1352
Princeton Capital Management
New Jersey
$295K +$303K +5,500 New
3F
1353
360 Financial
Minnesota
$293K
NL
1354
NVWM LLC
Pennsylvania
$293K
FAT
1355
First American Trust
California
$293K
CWA
1356
Clarity Wealth Advisors
California
$292K
AHC
1357
Adell Harriman & Carpenter
Texas
$291K -$42.9K -780 -13%
PWM
1358
Praetorian Wealth Management
California
$291K
SL
1359
Sentinus LLC
Illinois
$291K
EWM
1360
Executive Wealth Management
Michigan
$290K +$235K +4,280 +377%
SG
1361
StoneX Group
New York
$290K -$18.7K -340 -6%
BCM
1362
Bourgeon Capital Management
Connecticut
$289K
CSIC
1363
Clifford Swan Investment Counsel
California
$289K
RF
1364
Rollins Financial
Georgia
$289K +$5.5K +100 +2%
CWM
1365
Curi Wealth Management
North Carolina
$289K
RWP
1366
Reliant Wealth Planning
Kentucky
$289K
EWM
1367
Empirical Wealth Management
Washington
$288K -$287K -5,220 -49%
HHGA
1368
Halbert Hargrove Global Advisors
California
$288K -$64K -1,164 -18%
CA
1369
Continuum Advisory
Idaho
$287K
HPC
1370
HM Payson & Co
Maine
$287K +$72.4K +1,316 +33%
JCM
1371
Jacobsen Capital Management
Utah
$287K +$295K +5,360 New
CBT
1372
CoreFirst Bank & Trust
Kansas
$287K +$239K +4,352 +435%
TFF
1373
The Family Firm
Maryland
$287K +$1.54K +28 +0.5%
AMBIA
1374
Allen Mooney & Barnes Investment Advisors
Georgia
$286K -$47.1K -856 -14%
MFG
1375
MidWestOne Financial Group
Iowa
$285K +$19.1K +348 +7%

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.