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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 %
CWP
1501
Curated Wealth Partners
California
$204K -$27.9K -130 -12%
BP
1502
Broadleaf Partners
Ohio
$204K -$22.5K -105 -10%
DBT
1503
Dubuque Bank & Trust
Iowa
$204K – – –
PAMG
1504
Patton Albertson Miller Group
Tennessee
$203K +$203K +948 New
IWA
1505
Inspirion Wealth Advisors
Illinois
$202K -$18.6K -87 -8%
CYG
1506
Clean Yield Group
Vermont
$201K +$201K +938 New
MM
1507
Main Management
California
$196K – – –
AIA
1508
Arcadia Investment Advisors
Idaho
$196K – – –
BSWA
1509
Bromfield Sneider Wealth Advisors
Massachusetts
$195K -$197K -918 -50%
IAS
1510
IMA Advisory Services
Colorado
$195K – – –
CB
1511
CNB Bank
Pennsylvania
$193K – – –
MTIC
1512
Missouri Trust & Investment Company
Missouri
$193K +$85.8K +400 +80%
CHA
1513
Carmichael Hill & Associates
Maryland
$189K +$4.71K +22 +3%
CFFP
1514
Center for Financial Planning
Michigan
$186K – – –
SCA
1515
Stuart Chaussee & Associates
California
$182K – – –
CM
1516
Cornerstone Management
Georgia
$178K – – –
TCA
1517
Trifecta Capital Advisors
Illinois
$178K +$178K +830 New
NOI
1518
Newton One Investments
Delaware
$178K – – –
HBW
1519
Hazlett, Burt & Watson
West Virginia
$176K +$125K +585 +244%
HNWAG
1520
High Net Worth Advisory Group
Florida
$174K -$214 -1 -0.1%
CFD
1521
Creative Financial Designs
Indiana
$170K -$8.14K -38 -5%
CAL
1522
Capital Analysts LLC
Pennsylvania
$168K +$87.6K +409 +109%
PPWM
1523
PFG Private Wealth Management
Florida
$166K +$10.7K +50 +7%
FPB
1524
First PREMIER Bank
South Dakota
$165K – – –
William Blair Investment Management
1525
William Blair Investment Management
Illinois
$164K +$129K +600 +364%
59 60
61
62 63