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iShares Russell 1000 Growth ETF

1,594 hedge funds and large institutions have $42.8B invested in iShares Russell 1000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 565 increasing their positions, 592 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $97.1M | Put options by funds: $93.3M

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 592

4% less funds holding

Funds holding: 1,6601,594 (-66)

6.03% less ownership

Funds ownership: 306.95%300.92% (-6%)

9% less funds holding in top 10

Funds holding in top 10: 179163 (-16)

20% less capital invested

Capital invested by funds: $53.2B → $42.8B (-$10.4B)

33% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 135

Holders
1,594
Holders Change
-66
Holders Change %
-3.98%
% of All Funds
26.85%
Holding in Top 10
163
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.94%
% of All Funds
2.75%
New
90
Increased
565
Reduced
592
Closed
135
Calls
$97.1M
Puts
$93.3M
Net Calls
+$3.79M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1451
Avondale Wealth Management
Texas
$159K
AP
1452
Atwood & Palmer
Missouri
$157K
TC
1453
Trust Company
Kansas
$157K
PPWM
1454
PFG Private Wealth Management
Florida
$149K +$62.9K +1,048 +62%
MBFW
1455
Morton Brown Family Wealth
Pennsylvania
$148K -$240 -4 -0.1%
CFFP
1456
Center for Financial Planning
Michigan
$138K -$24K -400 -14%
AIM
1457
ARK Investment Management
Florida
$137K +$138K +2,296 New
FRA
1458
Front Row Advisors
California
$133K
AC
1459
AlphaCore Capital
California
$133K +$146K +2,440 New
DWP
1460
Destiny Wealth Partners
Florida
$129K -$104K -1,728 -42%
HWM
1461
Horizons Wealth Management
North Carolina
$129K +$121K +2,012 New
FDCDDQ
1462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K +$122K +2,036 +783%
ECG
1463
Edge Capital Group
Georgia
$124K -$4.8M -79,992 -92%
IRC
1464
Investors Research Corp
Georgia
$124K
ACA
1465
Aptus Capital Advisors
Alabama
$122K
FWM
1466
Focused Wealth Management
New York
$119K -$480 -8 -0.4%
CICI
1467
Capital Investment Counsel Inc
North Carolina
$115K -$6K -100 -5%
FPFS
1468
First Personal Financial Services
North Carolina
$113K
RDFA
1469
Ritter Daniher Financial Advisory
Ohio
$113K +$57.6K +960 +87%
SFC
1470
SYM Financial Corp
Indiana
$112K +$1.92K +32 +2%
CSB
1471
City State Bank
Iowa
$105K
TCOV
1472
Trust Company of Vermont
Vermont
$103K +$113K +1,888 New
HCM
1473
Horrell Capital Management
Arkansas
$98K
AWM
1474
Aspire Wealth Management
Massachusetts
$98K +$108K +1,800 New
Bank of Montreal
1475
Bank of Montreal
Ontario, Canada
$96.9K -$4.78M -79,616 -6%

IWF Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2022, worth a combined $42.8B — down 20% from $53.2B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of IWF and 90 opened new positions — a net loss of 45 holders — while 592 trimmed existing stakes and 565 added.

The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.21B.

  • 1,594 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2022, down from 1,660 in Q1 2022.
  • Funds reported $42.8B of iShares Russell 1000 Growth ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 90 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2022 and 135 closed out, a net change of -45 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2022 was Bank of America, an estimated $484M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.21B sold.

Based on aggregated 13F filings for Q2 2022.