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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
OAM
126
Oppenheimer Asset Management
New York
$31.2M +$17.3M +314,652 +117%
BSSFA
127
Baron Silver Stevens Financial Advisors
Florida
$31M +$36.1K +656 +0.1%
NFG
128
Nadler Financial Group
Illinois
$30.9M +$1.91M +34,696 +6%
CG
129
Colony Group
Massachusetts
$30.6M +$4.01M +72,968 +15%
RFA
130
RTD Financial Advisors
Pennsylvania
$30.3M +$497K +9,040 +2%
APP
131
Avantax Planning Partners
Iowa
$28.9M +$1.26M +22,828 +4%
MAM
132
Marquette Asset Management
Minnesota
$28.6M -$1.4M -25,360 -5%
GL
133
Graypoint LLC
New York
$28.5M +$726K +13,196 +3%
BF
134
BOK Financial
Oklahoma
$28.4M +$4.81M +87,508 +20%
ANTB
135
AMG National Trust Bank
Colorado
$28.1M +$646K +11,740 +2%
CAM
136
Crestone Asset Management
Colorado
$28M +$11.3M +204,964 +64%
MWM
137
Mission Wealth Management
California
$27M +$12.5M +227,924 +82%
PWM
138
Paulson Wealth Management
Illinois
$27M -$2.17M -39,500 -7%
LFWA
139
LBJ Family Wealth Advisors
Texas
$26.9M +$2.5M +45,488 +10%
JFGIW
140
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.6M +$5.81M +105,632 +27%
PWAG
141
Polaris Wealth Advisory Group
California
$25.7M -$601K -10,932 -2%
AI
142
Accredited Investors
Minnesota
$25.5M -$2.46M -44,716 -9%
American Century Companies
143
American Century Companies
Missouri
$25.2M +$17.3M +314,024 +201%
CPA
144
Capital Planning Advisors
California
$24.7M -$17.6K -320 -0.1%
HCC
145
Hirtle Callaghan & Co
Pennsylvania
$24.6M -$5.75M -104,460 -19%
JIC
146
Johnson Investment Counsel
Ohio
$24.5M -$1.09M -19,760 -4%
EGA
147
E&G Advisors
Texas
$24.2M -$3.36M -61,012 -12%
FCI
148
Financial Counselors Inc
Kansas
$24M -$1.17M -21,240 -5%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$24M -$380K -6,900 -2%
HSA
150
HBK Sorce Advisory
Pennsylvania
$24M +$10.7M +193,680 +76%

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.