We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,594 hedge funds and large institutions have $42.8B invested in iShares Russell 1000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 565 increasing their positions, 592 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $97.1M | Put options by funds: $93.3M

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 592

4% less funds holding

Funds holding: 1,6601,594 (-66)

6.03% less ownership

Funds ownership: 306.95%300.92% (-6%)

9% less funds holding in top 10

Funds holding in top 10: 179163 (-16)

20% less capital invested

Capital invested by funds: $53.2B → $42.8B (-$10.4B)

33% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 135

Holders
1,594
Holders Change
-66
Holders Change %
-3.98%
% of All Funds
26.85%
Holding in Top 10
163
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.94%
% of All Funds
2.75%
New
90
Increased
565
Reduced
592
Closed
135
Calls
$97.1M
Puts
$93.3M
Net Calls
+$3.79M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
PWC
1501
PYA Waltman Capital
Tennessee
$65K
CWM
1502
Curi Wealth Management
North Carolina
$65K +$480 +8 +0.7%
AWM
1503
Avior Wealth Management
Nebraska
$62K -$132K -2,196 -66%
BAM
1504
Baldrige Asset Management
Pennsylvania
$62K
GIP
1505
Granite Investment Partners
California
$62K
JGIA
1506
Jackson Grant Investment Advisers
Connecticut
$62K
FMB
1507
Field & Main Bank
Kentucky
$59K +$64.6K +1,076 New
BC
1508
Belmont Capital
California
$58K
MIFH
1509
Migdal Insurance & Financial Holdings
Israel
$58K
CBT
1510
CoreFirst Bank & Trust
Kansas
$55K
JPLA
1511
Joseph P. Lucia & Associates
New York
$55K
HBW
1512
Hazlett, Burt & Watson
West Virginia
$54K +$1.68K +28 +3%
CI
1513
Cordant Inc
Oregon
$53K -$7.68K -128 -12%
GIA
1514
Goodwin Investment Advisory
Georgia
$51.6K +$56.7K +944 New
AWM
1515
Accel Wealth Management
Iowa
$51K
JWM
1516
Janiczek Wealth Management
Colorado
$50K
LWP
1517
Laurel Wealth Planning
Minnesota
$50K +$55.2K +920 New
HDIM
1518
Hanson & Doremus Investment Management
Vermont
$49K
FNBOSM
1519
First National Bank of South Miami
Florida
$48K
ACM
1520
Alcosta Capital Management
California
$47K
GWMIA
1521
Global Wealth Management Investment Advisory
Florida
$47K
ANBT
1522
American National Bank & Trust
Texas
$46K -$309K -5,148 -86%
TF
1523
TimeScale Financial
Massachusetts
$45K
MFT
1524
Moisand Fitzgerald Tamayo
Florida
$45K +$49K +816 New
SC
1525
Sierra Capital
Florida
$44K +$48K +800 New

IWF Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2022, worth a combined $42.8B — down 20% from $53.2B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of IWF and 90 opened new positions — a net loss of 45 holders — while 592 trimmed existing stakes and 565 added.

The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.21B.

  • 1,594 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2022, down from 1,660 in Q1 2022.
  • Funds reported $42.8B of iShares Russell 1000 Growth ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 90 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2022 and 135 closed out, a net change of -45 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2022 was Bank of America, an estimated $484M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.21B sold.

Based on aggregated 13F filings for Q2 2022.