We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,660 hedge funds and large institutions have $53.2B invested in iShares Russell 1000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 512 increasing their positions, 680 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 302.16%306.95% (+4.8%)

5% less funds holding

Funds holding: 1,7431,660 (-83)

10% less capital invested

Capital invested by funds: $59.2B → $53.2B (-$6.01B)

12% less funds holding in top 10

Funds holding in top 10: 203179 (-24)

25% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 680

38% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 150

69% less call options, than puts

Call options by funds: $140M | Put options by funds: $450M

Holders
1,660
Holders Change
-83
Holders Change %
-4.76%
% of All Funds
26.18%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.82%
New
93
Increased
512
Reduced
680
Closed
150
Calls
$140M
Puts
$450M
Net Calls
-$310M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
1451
Farmers & Merchants Trust Company
California
$253K +$5.73K +84 +2%
FPCP
1452
Fort Point Capital Partners
California
$252K
KWA
1453
KCS Wealth Advisory
California
$251K
CB
1454
Cadence Bank
Mississippi
$251K +$27.3K +400 +12%
MWM
1455
Marietta Wealth Management
Georgia
$249K -$24K -352 -9%
TCM
1456
Triumph Capital Management
Colorado
$249K +$13.7K +200 +6%
JCM
1457
Janney Capital Management
Pennsylvania
$249K +$14.2K +208 +6%
ISB
1458
Iowa State Bank
Iowa
$248K
KCIA
1459
Kingsbury Capital Investment Advisors
Illinois
$248K +$244K +3,572 New
APG
1460
Abacus Planning Group
South Carolina
$247K -$26.2K -384 -10%
GIA
1461
Guyasuta Investment Advisors
Pennsylvania
$247K
WB
1462
Webster Bank
Connecticut
$247K
EWM
1463
Executive Wealth Management
Michigan
$246K
PI
1464
Pachira Investments
California
$246K
CCM
1465
Crew Capital Management
Ohio
$246K +$242K +3,540 New
FFW
1466
Fusion Family Wealth
New York
$245K
ODIJL
1467
One Day In July LLC
Vermont
$243K -$11.2K -164 -4%
CFD
1468
Creative Financial Designs
Indiana
$242K +$95.6K +1,400 +67%
CM
1469
Cornerstone Management
Georgia
$241K -$31.4K -460 -12%
CHA
1470
Carmichael Hill & Associates
Maryland
$239K
PS
1471
Portfolio Strategies
New York
$239K
HWMA
1472
Heritage Wealth Management (Arizona)
Arizona
$239K +$235K +3,440 New
HNWAG
1473
High Net Worth Advisory Group
Florida
$238K -$395K -5,780 -63%
TSWM
1474
Tyler-Stone Wealth Management
Ohio
$237K
SCA
1475
Stuart Chaussee & Associates
California
$236K

IWF Hedge Fund Activity: Q1 2022 in Review

1,660 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2022, worth a combined $53.2B — down 10% from $59.2B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of IWF and 93 opened new positions — a net loss of 57 holders — while 680 trimmed existing stakes and 512 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.37B. The largest seller was Bank of America, cutting an estimated $243M.

  • 1,660 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2022, down from 1,743 in Q4 2021.
  • Funds reported $53.2B of iShares Russell 1000 Growth ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 93 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2022 and 150 closed out, a net change of -57 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.37B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2022 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2022.