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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
CAL
1526
Capital Analysts LLC
Pennsylvania
$168K +$90K +1,636 +109%
PPWM
1527
PFG Private Wealth Management
Florida
$166K +$11K +200 +7%
FPB
1528
First PREMIER Bank
South Dakota
$165K
William Blair Investment Management
1529
William Blair Investment Management
Illinois
$164K +$132K +2,400 +364%
TSWM
1530
Tyler-Stone Wealth Management
Ohio
$160K -$22K -400 -12%
AWM
1531
Avondale Wealth Management
Texas
$155K
WB
1532
Webster Bank
Connecticut
$155K
TCM
1533
TD Capital Management
Tennessee
$154K
TC
1534
Trust Company
Kansas
$152K +$440 +8 +0.3%
MBFW
1535
Morton Brown Family Wealth
Pennsylvania
$145K
VFM
1536
Valley Financial Management
New York
$136K -$339K -6,168 -71%
RLIM
1537
Red Lighthouse Investment Management
New York
$132K +$136K +2,468 New
AAP
1538
Arax Advisory Partners
Colorado
$132K +$11K +200 +9%
BWM
1539
BerganKDV Wealth Management
Minnesota
$131K +$134K +2,444 New
LIA
1540
Luken Investment Analytics
Tennessee
$130K +$133K +2,420 New
FRA
1541
Front Row Advisors
California
$128K -$3.08K -56 -2%
DWP
1542
Destiny Wealth Partners
Florida
$126K
HCM
1543
Hollencrest Capital Management
California
$125K +$128K +2,332 New
FDCDDQ
1544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K
AWM
1545
Avior Wealth Management
Nebraska
$121K +$57.4K +1,044 +86%
IRC
1546
Investors Research Corp
Georgia
$121K
MSCM
1547
McElhenny Sheffield Capital Management
Texas
$121K +$124K +2,256 New
FWM
1548
Focused Wealth Management
New York
$120K
RFA
1549
Register Financial Advisors
Georgia
$119K +$122K +2,216 New
CSWM
1550
Cassady Schiller Wealth Management
Ohio
$119K +$122K +2,216 New

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.