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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
1
Bank of America
North Carolina
$8.17B
2
Polen Capital Management
2
Polen Capital Management
Florida
$544M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.73B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.23B
5
Edgewood Management
5
Edgewood Management
Connecticut
$132M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$239M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$451M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$61.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.51B
5
AWA
5
Arete Wealth Advisors
Illinois
$3.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1526
Tyler-Stone Wealth Management
Ohio
$160K -$21.5K -100 -12%
AWM
1527
Avondale Wealth Management
Texas
$155K – – –
WB
1528
Webster Bank
Connecticut
$155K – – –
TCM
1529
TD Capital Management
Tennessee
$154K – – –
TC
1530
Trust Company
Kansas
$152K +$429 +2 +0.3%
MBFW
1531
Morton Brown Family Wealth
Pennsylvania
$145K – – –
VFM
1532
Valley Financial Management
New York
$136K -$330K -1,542 -71%
RLIM
1533
Red Lighthouse Investment Management
New York
$132K +$132K +617 New
AAP
1534
Arax Advisory Partners
Colorado
$132K +$10.7K +50 +9%
BWM
1535
BerganKDV Wealth Management
Minnesota
$131K +$131K +611 New
LIA
1536
Luken Investment Analytics
Tennessee
$130K +$130K +605 New
FRA
1537
Front Row Advisors
California
$128K -$3.01K -14 -2%
DWP
1538
Destiny Wealth Partners
Florida
$126K – – –
HCM
1539
Hollencrest Capital Management
California
$125K +$125K +583 New
FDCDDQ
1540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K – – –
AWM
1541
Avior Wealth Management
Nebraska
$121K +$56K +261 +86%
IRC
1542
Investors Research Corp
Georgia
$121K – – –
MSCM
1543
McElhenny Sheffield Capital Management
Texas
$121K +$121K +564 New
FWM
1544
Focused Wealth Management
New York
$120K – – –
RFA
1545
Register Financial Advisors
Georgia
$119K +$119K +554 New
CSWM
1546
Cassady Schiller Wealth Management
Ohio
$119K +$119K +554 New
GMA
1547
Glassy Mountain Advisors
Maryland
$118K +$118K +553 New
LFA
1548
Legend Financial Advisors
Pennsylvania
$117K – – –
MLA
1549
MB, Levis & Associates
Pennsylvania
$112K +$112K +522 New
RDFA
1550
Ritter Daniher Financial Advisory
Ohio
$111K – – –
60 61
62
63 64