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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
Simplex Trading
1626
Simplex Trading
Illinois
-$1.43M -20,556 Closed
ADL
1627
Asset Dedication LLC
California
-$1.33M -19,168 Closed
FPOC
1628
Financial Planners of Cleveland
Ohio
-$1.15M -16,528 Closed
RFA
1629
Radnor Financial Advisors
Pennsylvania
-$1.1M -15,808 Closed
MLL
1630
Moody Lynn & Lieberson
Massachusetts
-$1.07M -15,460 Closed
LWMNY
1631
Landmark Wealth Management (New York)
New York
-$409K -11,768 Closed
TRCT
1632
Tower Research Capital (TRC)
New York
-$807K -11,628 Closed
CSPAM
1633
Cary Street Partners Asset Management
Virginia
-$663K -9,552 Closed
TPA
1634
Trivium Point Advisory
Connecticut
-$574K -8,448 Closed
MCM
1635
Moore Capital Management
New York
-$575K -8,280 Closed
AWMT
1636
AAFMAA Wealth Management & Trust
North Carolina
-$549K -7,912 Closed
BWP
1637
Bernardo Wealth Planning
Pennsylvania
-$524K -7,564 Closed
BZWA
1638
Blue Zone Wealth Advisors
California
-$453K -6,520 Closed
WJWM
1639
Williams Jones Wealth Management
New York
-$449K -6,472 Closed
WSCM
1640
Wellington Shields Capital Management
New York
-$439K -6,332 Closed
BSG
1641
Black Swift Group
Colorado
-$423K -6,100 Closed
WFMPM
1642
Woodley Farra Manion Portfolio Management
Indiana
-$416K -6,000 Closed
CIC
1643
Chase Investment Counsel
Virginia
-$406K -5,860 Closed
OIM
1644
Oder Investment Management
California
-$399K -5,748 Closed
PCM
1645
Prelude Capital Management
New York
-$368K -5,300 Closed
SWM
1646
Shelton Wealth Management
Texas
-$364K -5,248 Closed
SAM
1647
Strategy Asset Managers
California
-$350K -5,044 Closed
SOS
1648
Silver Oak Securities
Tennessee
-$327K -4,856 Closed
CWM
1649
Campbell Wealth Management
Virginia
-$305K -4,392 Closed
PFM
1650
Phillips Financial Management
Indiana
-$293K -4,228 Closed

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.