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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
+$683M
2
Polen Capital Management
Polen Capital Management
Florida
+$417M
3
Morgan Stanley
Morgan Stanley
New York
+$275M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$178M
5
Edgewood Management
Edgewood Management
Connecticut
+$130M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$259M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
5
AWA
Arete Wealth Advisors
Illinois
-$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
1401
Gemmer Asset Management
California
$265K -$181K -845 -41%
GAB
1402
German American Bancorp
Indiana
$265K – – –
FC
1403
FCA Corp
Texas
$265K – – –
GDP
1404
Great Diamond Partners
Maine
$264K +$264K +1,230 New
DIA
1405
Davidson Investment Advisors
Montana
$264K +$264K +1,230 New
RIA
1406
Realta Investment Advisors
Delaware
$263K +$27K +126 +11%
RWG
1407
Ratio Wealth Group
Colorado
$263K +$263K +1,225 New
GPA
1408
Guerra Pan Advisors
New Jersey
$262K – – –
LC
1409
LCNB Corp
Ohio
$262K – – –
OA
1410
Oxbow Advisors
Texas
$262K +$262K +1,223 New
MC
1411
Moors & Cabot
Massachusetts
$262K +$41.1K +192 +19%
BCP
1412
Berkeley Capital Partners
Georgia
$262K -$3.86K -18 -1%
BO
1413
Bank OZK
Arkansas
$261K – – –
IWS
1414
Insight Wealth Strategies
California
$261K +$428 +2 +0.2%
STB
1415
S&T Bank
Pennsylvania
$261K – – –
MWP
1416
Madison Wealth Partners
Wisconsin
$261K -$14.8K -69 -5%
PSIWM
1417
Paradigm Strategies in Wealth Management
Minnesota
$259K – – –
JFA
1418
JNBA Financial Advisors
Minnesota
$259K -$3.86K -18 -1%
BWA
1419
Burt Wealth Advisors
Maryland
$256K -$54.2K -253 -17%
FPW
1420
Flagship Private Wealth
Massachusetts
$256K +$643 +3 +0.3%
ORC
1421
O'Rourke & Company
Massachusetts
$254K +$254K +1,184 New
CSB
1422
City State Bank
Iowa
$252K +$24.9K +116 +11%
BB
1423
Berkshire Bank
Massachusetts
$251K +$251K +1,172 New
ISWM
1424
Independent Solutions Wealth Management
New York
$250K – – –
W
1425
Wealthquest
Ohio
$250K -$643 -3 -0.3%
55 56
57
58 59