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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
NCM
1476
Neumann Capital Management
California
$219K -$33K -600 -13%
AWMT
1477
AAFMAA Wealth Management & Trust
North Carolina
$217K
PCI
1478
Planning Center Inc
Illinois
$217K
KC
1479
Kingfisher Capital
North Carolina
$217K +$1.1K +20 +0.5%
DTC
1480
Davidson Trust Company
Washington
$217K +$222K +4,044 New
PWS
1481
Private Wealth Strategies
Ohio
$217K
JC
1482
JB Capital
Connecticut
$217K -$660 -12 -0.3%
SIAS
1483
Summit Investment Advisory Services
Minnesota
$216K +$222K +4,040 New
BFEC
1484
Benjamin F. Edwards & Company
Missouri
$216K +$13.4K +244 +6%
OW
1485
Olistico Wealth
Oklahoma
$216K +$221K +4,024 New
RWM
1486
Ritholtz Wealth Management
New York
$215K +$6.6K +120 +3%
GWANC
1487
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K +$146K +2,656 +196%
LB
1488
Legacy Bridge
Iowa
$214K
IWM
1489
Integris Wealth Management
California
$214K +$220K +4,000 New
CWG
1490
Cornerstone Wealth Group
North Carolina
$214K
ZCM
1491
Ziegler Capital Management
Illinois
$213K -$33.2K -604 -13%
CTB
1492
Country Trust Bank
Illinois
$213K -$33.4K -608 -13%
APC
1493
Aspire Private Capital
North Carolina
$213K
SAM
1494
Sequent Asset Management
Texas
$212K
GWM
1495
GSB Wealth Management
Connecticut
$212K +$440 +8 +0.2%
FAG
1496
Fortitude Advisory Group
Washington
$212K +$440 +8 +0.2%
RCM
1497
RB Capital Management
Nevada
$211K +$880 +16 +0.4%
GKWIM
1498
Gerber Kawasaki Wealth & Investment Management
California
$208K +$214K +3,888 New
BFC
1499
Blue Fin Capital
Rhode Island
$208K
OCPWS
1500
One Charles Private Wealth Services
Massachusetts
$207K

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.