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iShares Russell 1000 Growth ETF

1,574 hedge funds and large institutions have $41.4B invested in iShares Russell 1000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 504 increasing their positions, 581 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 300.92%301.98% (+1.1%)

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

3% less capital invested

Capital invested by funds: $42.8B → $41.4B (-$1.41B)

1% less funds holding

Funds holding: 1,5941,574 (-20)

3% less funds holding in top 10

Funds holding in top 10: 163158 (-5)

13% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 581

33% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $96M

Holders
1,574
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
27.11%
Holding in Top 10
158
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.07%
% of All Funds
2.72%
New
85
Increased
504
Reduced
581
Closed
84
Calls
$64.2M
Puts
$96M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1401
WealthSource Partners
California
$208K -$3.76K -64 -2%
FAG
1402
Fortitude Advisory Group
Washington
$208K
SAM
1403
Sequent Asset Management
Texas
$208K
TPW
1404
Tiller Private Wealth
Pennsylvania
$208K
GWM
1405
GSB Wealth Management
Connecticut
$208K +$706 +12 +0.3%
ACA
1406
Aptus Capital Advisors
Alabama
$208K +$101K +1,724 +77%
AWM
1407
Accurate Wealth Management
Florida
$208K +$228K +3,880 New
RCM
1408
RB Capital Management
Nevada
$207K +$235 +4 +0.1%
AAM
1409
Austin Asset Management
Texas
$207K +$232K +3,940 New
MIA
1410
MainStreet Investment Advisors
Illinois
$206K
RWM
1411
Ritholtz Wealth Management
New York
$205K
EP
1412
Edgestream Partners
New Jersey
$204K -$437K -7,424 -66%
BFC
1413
Blue Fin Capital
Rhode Island
$204K
OCPWS
1414
One Charles Private Wealth Services
Massachusetts
$204K
PSF
1415
Pacific Sun Financial
California
$204K
CCFCSB
1416
Cape Cod Five Cents Savings Bank
Massachusetts
$202K
NPI
1417
New Perspectives Inc
Mississippi
$202K
SS
1418
Simplicity Solutions
Minnesota
$202K
TNBTD
1419
Trustmark National Bank Trust Department
Mississippi
$202K
DBT
1420
Dubuque Bank & Trust
Iowa
$200K -$21.6K -368 -9%
CW
1421
Cook Wealth
North Carolina
$200K +$470 +8 +0.2%
PFM
1422
Phillips Financial Management
Indiana
$200K +$224K +3,812 New
BFEC
1423
Benjamin F. Edwards & Company
Missouri
$199K +$23.5K +400 +12%
SFCL
1424
Strengthening Families & Communities LLC
Massachusetts
$193K -$24.2K -412 -10%
MM
1425
Main Management
California
$193K

IWF Hedge Fund Activity: Q3 2022 in Review

1,574 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2022, worth a combined $41.4B — down 3.3% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWF positions and 84 closed out — a net gain of 1 holder — while 504 added to existing stakes and 581 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $630M. The largest seller was Bank of America, cutting an estimated $285M.

  • 1,574 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $41.4B of iShares Russell 1000 Growth ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2022 and 84 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2022 was AllianceBernstein, an estimated $630M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2022 was Bank of America, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2022.