IWF icon

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 %
DTC
1476
Davidson Trust Company
Washington
$217K +$217K +1,011 New
PWS
1477
Private Wealth Strategies
Ohio
$217K – – –
JC
1478
JB Capital
Connecticut
$217K -$643 -3 -0.3%
SIAS
1479
Summit Investment Advisory Services
Minnesota
$216K +$216K +1,010 New
BFEC
1480
Benjamin F. Edwards & Company
Missouri
$216K +$13.1K +61 +6%
OW
1481
Olistico Wealth
Oklahoma
$216K +$216K +1,006 New
RWM
1482
Ritholtz Wealth Management
New York
$215K +$6.43K +30 +3%
GWANC
1483
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K +$142K +664 +196%
LB
1484
Legacy Bridge
Iowa
$214K – – –
IWM
1485
Integris Wealth Management
California
$214K +$214K +1,000 New
CWG
1486
Cornerstone Wealth Group
North Carolina
$214K – – –
ZCM
1487
Ziegler Capital Management
Illinois
$213K -$32.4K -151 -13%
CTB
1488
Country Trust Bank
Illinois
$213K -$32.6K -152 -13%
APC
1489
Aspire Private Capital
North Carolina
$213K – – –
SAM
1490
Sequent Asset Management
Texas
$212K – – –
GWM
1491
GSB Wealth Management
Connecticut
$212K +$429 +2 +0.2%
FAG
1492
Fortitude Advisory Group
Washington
$212K +$429 +2 +0.2%
RCM
1493
RB Capital Management
Nevada
$211K +$857 +4 +0.4%
GKWIM
1494
Gerber Kawasaki Wealth & Investment Management
California
$208K +$208K +972 New
BFC
1495
Blue Fin Capital
Rhode Island
$208K – – –
OCPWS
1496
One Charles Private Wealth Services
Massachusetts
$207K – – –
AAM
1497
Austin Asset Management
Texas
$207K – – –
TBC
1498
Ted Buchan & Co
California
$206K +$206K +962 New
TNBTD
1499
Trustmark National Bank Trust Department
Mississippi
$206K – – –
CBT
1500
Central Bank & Trust
Kentucky
$204K +$22.9K +107 +13%
58 59
60
61 62