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iShares Russell 1000 Growth ETF

1,574 hedge funds and large institutions have $41.4B invested in iShares Russell 1000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 504 increasing their positions, 581 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 300.92%301.98% (+1.1%)

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

3% less capital invested

Capital invested by funds: $42.8B → $41.4B (-$1.41B)

1% less funds holding

Funds holding: 1,5941,574 (-20)

3% less funds holding in top 10

Funds holding in top 10: 163158 (-5)

13% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 581

33% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $96M

Holders
1,574
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
27.11%
Holding in Top 10
158
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.07%
% of All Funds
2.72%
New
85
Increased
504
Reduced
581
Closed
84
Calls
$64.2M
Puts
$96M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1526
Operose Advisors
Wisconsin
$26K
CA
1527
Centerpoint Advisors
Massachusetts
$26K +$29.4K +500 New
M1FG
1528
Mach-1 Financial Group
Arkansas
$25K
HCP
1529
Hexagon Capital Partners
Arkansas
$24K +$27.3K +464 New
CNBTD
1530
Citizens National Bank Trust Department
Mississippi
$23K
OAJ
1531
Ogorek Anthony Joseph
New York
$23K
AFS
1532
Annapolis Financial Services
Maryland
$22K
TFP
1533
Tilia Fiduciary Partners
North Carolina
$21K
BL
1534
Balentine LLC
Georgia
$19K -$3.21M -54,588 -99%
DAC
1535
Dividend Assets Capital
South Carolina
$19K
TAM
1536
Tucker Asset Management
Colorado
$18.7K +$19.8K +336 New
MFC
1537
Morris Financial Concepts
South Carolina
$17K
TCWA
1538
Ten Capital Wealth Advisors
Washington
$17K
WFA
1539
West Financial Advisors
Iowa
$17K
TVWM
1540
Tower View Wealth Management
Wisconsin
$17K +$5.17K +88 +38%
ZIG
1541
Zullo Investment Group
Pennsylvania
$15K -$6.82K -116 -28%
ST
1542
Sageworth Trust
Pennsylvania
$15K
MWC
1543
MBM Wealth Consultants
Missouri
$14K
EL
1544
EMFO LLC
Florida
$13K
IFAM
1545
Institutional & Family Asset Management
Colorado
$13K
VCM
1546
Versant Capital Management
Arizona
$13K
BEI
1547
Benjamin Edwards Inc
Missouri
$12K -$14.8K -252 -53%
HWM
1548
HighMark Wealth Management
Minnesota
$12K
FSWA
1549
Financial Synergies Wealth Advisors
Texas
$11.8K +$13.2K +224 New
AIP
1550
Ameritas Investment Partners
Nebraska
$11K

IWF Hedge Fund Activity: Q3 2022 in Review

1,574 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2022, worth a combined $41.4B — down 3.3% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWF positions and 84 closed out — a net gain of 1 holder — while 504 added to existing stakes and 581 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $630M. The largest seller was Bank of America, cutting an estimated $285M.

  • 1,574 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $41.4B of iShares Russell 1000 Growth ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2022 and 84 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2022 was AllianceBernstein, an estimated $630M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2022 was Bank of America, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2022.