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iShares Russell 1000 Growth ETF

1,594 hedge funds and large institutions have $42.8B invested in iShares Russell 1000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 565 increasing their positions, 592 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $97.1M | Put options by funds: $93.3M

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 592

4% less funds holding

Funds holding: 1,6601,594 (-66)

6.03% less ownership

Funds ownership: 306.95%300.92% (-6%)

9% less funds holding in top 10

Funds holding in top 10: 179163 (-16)

20% less capital invested

Capital invested by funds: $53.2B → $42.8B (-$10.4B)

33% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 135

Holders
1,594
Holders Change
-66
Holders Change %
-3.98%
% of All Funds
26.85%
Holding in Top 10
163
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.94%
% of All Funds
2.75%
New
90
Increased
565
Reduced
592
Closed
135
Calls
$97.1M
Puts
$93.3M
Net Calls
+$3.79M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1376
Hilton Capital Management
New York
$233K
MIC
1377
Meridian Investment Counsel
California
$233K
WFA
1378
Wipfli Financial Advisors
Wisconsin
$233K -$50.9K -848 -17%
PP
1379
PDS Planning
Ohio
$232K -$31.9K -532 -11%
BP
1380
Broadleaf Partners
Ohio
$231K +$17.3K +288 +7%
AFM
1381
Abbot Financial Management
Massachusetts
$230K
JSW
1382
Journey Strategic Wealth
New Jersey
$230K +$252K +4,200 New
DBT
1383
Dubuque Bank & Trust
Iowa
$228K -$56.9K -948 -19%
FM
1384
Foster & Motley
Ohio
$228K -$3.84K -64 -2%
LA
1385
LVW Advisors
New York
$228K
ZIC
1386
ZWJ Investment Counsel
Georgia
$227K
IWA
1387
Inspirion Wealth Advisors
Illinois
$226K
CW
1388
Cook Wealth
North Carolina
$226K +$480 +8 +0.2%
MTIC
1389
Missouri Trust & Investment Company
Missouri
$225K -$24K -400 -9%
DWMG
1390
DB Wealth Management Group
California
$225K
RIA
1391
Realta Investment Advisors
Delaware
$224K -$30.3K -504 -11%
FNBOO
1392
First National Bank of Omaha
Nebraska
$224K -$12.5K -208 -5%
AIP
1393
ARS Investment Partners
New York
$224K
KWM
1394
Kolinsky Wealth Management
New Jersey
$223K
KC
1395
Kingfisher Capital
North Carolina
$221K -$9.37K -156 -4%
HPC
1396
HM Payson & Co
Maine
$221K +$173K +2,884 +249%
WP
1397
WealthSource Partners
California
$220K +$6.96K +116 +3%
LB
1398
Legacy Bridge
Iowa
$219K
CWG
1399
Cornerstone Wealth Group
North Carolina
$218K -$7.49M -124,812 -97%
EFL
1400
ERn Financial LLC
Wisconsin
$218K

IWF Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2022, worth a combined $42.8B — down 20% from $53.2B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of IWF and 90 opened new positions — a net loss of 45 holders — while 592 trimmed existing stakes and 565 added.

The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.21B.

  • 1,594 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2022, down from 1,660 in Q1 2022.
  • Funds reported $42.8B of iShares Russell 1000 Growth ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 90 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2022 and 135 closed out, a net change of -45 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2022 was Bank of America, an estimated $484M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.21B sold.

Based on aggregated 13F filings for Q2 2022.