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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
COCM
1401
Charter Oak Capital Management
New Hampshire
$267K +$11.7K +212 +4%
BOS
1402
Bank of Stockton
California
$266K -$33K -600 -11%
ACM
1403
Ardent Capital Management
Ohio
$266K +$273K +4,964 New
GAM
1404
Gemmer Asset Management
California
$265K -$186K -3,380 -41%
FC
1405
FCA Corp
Texas
$265K
GAB
1406
German American Bancorp
Indiana
$265K
DIA
1407
Davidson Investment Advisors
Montana
$264K +$271K +4,920 New
GDP
1408
Great Diamond Partners
Maine
$264K +$271K +4,920 New
RIA
1409
Realta Investment Advisors
Delaware
$263K +$27.7K +504 +11%
RWG
1410
Ratio Wealth Group
Colorado
$263K +$270K +4,900 New
GPA
1411
Guerra Pan Advisors
New Jersey
$262K
LC
1412
LCNB Corp
Ohio
$262K
OA
1413
Oxbow Advisors
Texas
$262K +$269K +4,892 New
MC
1414
Moors & Cabot
Massachusetts
$262K +$42.2K +768 +19%
BCP
1415
Berkeley Capital Partners
Georgia
$262K -$3.96K -72 -1%
BO
1416
Bank OZK
Arkansas
$261K
IWS
1417
Insight Wealth Strategies
California
$261K +$440 +8 +0.2%
STB
1418
S&T Bank
Pennsylvania
$261K
MWP
1419
Madison Wealth Partners
Wisconsin
$261K -$15.2K -276 -5%
PSIWM
1420
Paradigm Strategies in Wealth Management
Minnesota
$259K
JFA
1421
JNBA Financial Advisors
Minnesota
$259K -$3.96K -72 -1%
BWA
1422
Burt Wealth Advisors
Maryland
$256K -$55.7K -1,012 -17%
FPW
1423
Flagship Private Wealth
Massachusetts
$256K +$660 +12 +0.3%
ORC
1424
O'Rourke & Company
Massachusetts
$254K +$261K +4,736 New
CSB
1425
City State Bank
Iowa
$252K +$25.5K +464 +11%

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.