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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
$8.17B
2
Polen Capital Management
Polen Capital Management
Florida
$544M
3
Morgan Stanley
Morgan Stanley
New York
$4.73B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
Edgewood Management
Edgewood Management
Connecticut
$132M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$239M
2
AllianceBernstein
AllianceBernstein
Tennessee
$451M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$61.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.51B
5
AWA
Arete Wealth Advisors
Illinois
$3.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
1376
Boston Family Office
Massachusetts
$283K – – –
CWM
1377
Circle Wealth Management
New Jersey
$283K +$1.29K +6 +0.5%
MIAS
1378
Mason Investment Advisory Services
Virginia
$282K +$42.2K +197 +18%
ACM
1379
Ashford Capital Management
Delaware
$280K – – –
SWP
1380
Strategic Wealth Partners
Ohio
$280K -$58.3K -272 -17%
CCA
1381
Childress Capital Advisors
Texas
$279K +$279K +1,303 New
ACM
1382
AlphaStar Capital Management
North Carolina
$279K -$108K -503 -28%
HL
1383
HeadInvest LLC
Maine
$279K +$45.4K +212 +19%
UBS AM
1384
UBS AM
Illinois
$279K +$279K +1,300 New
SCM
1385
Stordahl Capital Management
Colorado
$278K – – –
RW
1386
REDW Wealth
New Mexico
$274K -$267K -1,246 -49%
TCM
1387
Telos Capital Management
California
$274K +$21.4K +100 +8%
BI
1388
Berkeley Inc
Idaho
$273K +$214 +1 +0.1%
PIP
1389
Peachtree Investment Partners
Florida
$273K – – –
GEA
1390
Glen Eagle Advisors
New Jersey
$272K +$643 +3 +0.2%
CWM
1391
Cedar Wealth Management
California
$271K -$6.64K -31 -2%
Vontobel Holding
1392
Vontobel Holding
Switzerland
$271K – – –
JWM
1393
JFG Wealth Management
Colorado
$269K -$743K -3,470 -73%
AWM
1394
Act Wealth Management
Texas
$269K +$428 +2 +0.2%
EFL
1395
ERn Financial LLC
Wisconsin
$268K +$34.9K +163 +15%
VPP
1396
Vertex Planning Partners
Illinois
$267K +$267K +1,247 New
TCB
1397
Texas Capital Bancshares
Texas
$267K – – –
COCM
1398
Charter Oak Capital Management
New Hampshire
$267K +$11.4K +53 +4%
BOS
1399
Bank of Stockton
California
$266K -$32.2K -150 -11%
ACM
1400
Ardent Capital Management
Ohio
$266K +$266K +1,241 New
54 55
56
57 58