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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
AW
1526
Avion Wealth
Texas
$40K
SPWG
1527
Sage Private Wealth Group
Illinois
$40K
CWAF
1528
Core Wealth Advisors (Florida)
Florida
$39K
SIAP
1529
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K
OLVIG
1530
Oliver Lagore Vanvalin Investment Group
Michigan
$37K -$3.6K -60 -8%
AAP
1531
Arax Advisory Partners
Colorado
$35K -$31.3M -522,188 -100%
LSA
1532
Lansing Street Advisors
Pennsylvania
$35K
MWM
1533
Mascoma Wealth Management
New Hampshire
$35K
TCM
1534
Tanaka Capital Management
New York
$33K
BCM
1535
Blume Capital Management
California
$33K +$36K +600 New
FMTCOCP
1536
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K
MCM
1537
McMillion Capital Management
North Carolina
$30K +$32.4K +540 New
BAM
1538
Byrne Asset Management
New Jersey
$29K
MHR
1539
Matthew Hamilton Rosenberg
$28K +$30.3K +504 New
OA
1540
Operose Advisors
Wisconsin
$27K +$30K +500 New
AWM
1541
Abound Wealth Management
Tennessee
$26.6K
BEI
1542
Benjamin Edwards Inc
Missouri
$26K +$12.7K +212 +82%
BMD
1543
Better Money Decisions
New Mexico
$26K +$28.1K +468 New
M1FG
1544
Mach-1 Financial Group
Arkansas
$26K +$29.3K +488 New
OAJ
1545
Ogorek Anthony Joseph
New York
$24K
AFS
1546
Annapolis Financial Services
Maryland
$23K
CNBTD
1547
Citizens National Bank Trust Department
Mississippi
$23K
TFP
1548
Tilia Fiduciary Partners
North Carolina
$23K
WOSD
1549
WFA of San Diego
California
$23K +$25.5K +424 New
ETI
1550
Enterprise Trust & Investment
California
$22K -$6K -100 -20%

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.