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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
BHA
1451
Beech Hill Advisors
New York
$231K
RGC
1452
Roberts, Glore & Co
Illinois
$231K
PFA
1453
Peak Financial Advisors
Colorado
$230K
TF
1454
Theory Financial
Colorado
$230K +$236K +4,296 New
FMC
1455
First Merchants Corp
Indiana
$229K
SCA
1456
Sandy Cove Advisors
Massachusetts
$229K +$440 +8 +0.2%
OCM
1457
Orion Capital Management
California
$229K +$164K +2,980 +230%
MIC
1458
Meridian Investment Counsel
California
$229K
BFG
1459
Barber Financial Group
Kansas
$229K -$99.7K -1,812 -30%
AFM
1460
Abbot Financial Management
Massachusetts
$229K +$3.52K +64 +2%
PP
1461
PDS Planning
Ohio
$228K +$660 +12 +0.3%
KA
1462
Kovack Advisors
Florida
$227K +$440 +8 +0.2%
AG
1463
Ascent Group
Virginia
$227K +$13.6K +248 +6%
NPI
1464
New Perspectives Inc
Mississippi
$226K +$21.8K +396 +10%
PFM
1465
Phillips Financial Management
Indiana
$224K +$20.5K +372 +10%
HCM
1466
Hilton Capital Management
New York
$224K
MCM
1467
Monument Capital Management
Virginia
$223K -$8.8K -160 -4%
CWM
1468
Chemistry Wealth Management
New York
$223K +$229K +4,156 New
ZIC
1469
ZWJ Investment Counsel
Georgia
$222K
DWMG
1470
DB Wealth Management Group
California
$221K
FBB
1471
Fulton Breakefield Broenniman
Maryland
$220K -$53.7K -976 -19%
PIMG
1472
Patriot Investment Management Group
Tennessee
$220K +$209K +3,796 New
AIP
1473
ARS Investment Partners
New York
$220K
SAM
1474
Strategy Asset Managers
California
$219K
KWM
1475
Kolinsky Wealth Management
New Jersey
$219K +$220 +4 +0.1%

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.