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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
$8.17B
2
Polen Capital Management
Polen Capital Management
Florida
$544M
3
Morgan Stanley
Morgan Stanley
New York
$4.73B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
Edgewood Management
Edgewood Management
Connecticut
$132M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$239M
2
AllianceBernstein
AllianceBernstein
Tennessee
$451M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$61.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.51B
5
AWA
Arete Wealth Advisors
Illinois
$3.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
1451
First Merchants Corp
Indiana
$229K – – –
SCA
1452
Sandy Cove Advisors
Massachusetts
$229K +$428 +2 +0.2%
OCM
1453
Orion Capital Management
California
$229K +$160K +745 +230%
MIC
1454
Meridian Investment Counsel
California
$229K – – –
BFG
1455
Barber Financial Group
Kansas
$229K -$97K -453 -30%
AFM
1456
Abbot Financial Management
Massachusetts
$229K +$3.43K +16 +2%
PP
1457
PDS Planning
Ohio
$228K +$643 +3 +0.3%
KA
1458
Kovack Advisors
Florida
$227K +$428 +2 +0.2%
AG
1459
Ascent Group
Virginia
$227K +$13.3K +62 +6%
NPI
1460
New Perspectives Inc
Mississippi
$226K +$21.2K +99 +10%
PFM
1461
Phillips Financial Management
Indiana
$224K +$19.9K +93 +10%
HCM
1462
Hilton Capital Management
New York
$224K – – –
MCM
1463
Monument Capital Management
Virginia
$223K -$8.57K -40 -4%
CWM
1464
Chemistry Wealth Management
New York
$223K +$223K +1,039 New
ZIC
1465
ZWJ Investment Counsel
Georgia
$222K – – –
DWMG
1466
DB Wealth Management Group
California
$221K – – –
FBB
1467
Fulton Breakefield Broenniman
Maryland
$220K -$52.3K -244 -19%
PIMG
1468
Patriot Investment Management Group
Tennessee
$220K +$220K +949 New
AIP
1469
ARS Investment Partners
New York
$220K – – –
SAM
1470
Strategy Asset Managers
California
$219K – – –
KWM
1471
Kolinsky Wealth Management
New Jersey
$219K +$214 +1 +0.1%
NCM
1472
Neumann Capital Management
California
$219K -$32.1K -150 -13%
AWMT
1473
AAFMAA Wealth Management & Trust
North Carolina
$217K – – –
PCI
1474
Planning Center Inc
Illinois
$217K – – –
KC
1475
Kingfisher Capital
North Carolina
$217K +$1.07K +5 +0.5%
57 58
59
60 61