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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
ZIG
1651
Zullo Investment Group
Pennsylvania
$15.6K
FFA
1652
Farther Finance Advisors
California
$14.6K +$15K +272 New
MWC
1653
MBM Wealth Consultants
Missouri
$14K
EL
1654
EMFO LLC
Florida
$13.5K
IFAM
1655
Institutional & Family Asset Management
Colorado
$13.5K
VCM
1656
Versant Capital Management
Arizona
$13.5K
TVWM
1657
Tower View Wealth Management
Wisconsin
$13K -$4.84K -88 -28%
GFWA
1658
Grey Fox Wealth Advisors
Delaware
$12.9K +$13.2K +240 New
FSWA
1659
Financial Synergies Wealth Advisors
Texas
$12.1K
HWM
1660
HighMark Wealth Management
Minnesota
$12K
AIP
1661
Ameritas Investment Partners
Nebraska
$11.6K
SWM
1662
Sanctuary Wealth Management
Idaho
$10.5K +$10.8K +196 New
BEI
1663
Benjamin Edwards Inc
Missouri
$10K -$1.98K -36 -16%
AWM
1664
AllSquare Wealth Management
New York
$9.35K
SIM
1665
Studio Investment Management
Illinois
$8.78K +$9.02K +164 New
FCMT
1666
Founders Capital Management (Texas)
Texas
$8K
RMC
1667
Resources Management Corp
Connecticut
$8K
BHWM
1668
Bay Harbor Wealth Management
Maryland
$8K +$7.92K +144 New
MSFP
1669
Mark Sheptoff Financial Planning
Connecticut
$7.71K
GFPC
1670
Global Financial Private Client
Florida
$7.5K
IRAG
1671
Investment Research & Advisory Group
Georgia
$7.5K
AFG
1672
Albion Financial Group
Utah
$6.67K
LWP
1673
Lumature Wealth Partners
Georgia
$6.64K
CA
1674
Corrado Advisors
New Jersey
$6.21K +$6.38K +116 New
IHWM
1675
Iron Horse Wealth Management
Iowa
$6K +$2.2K +40 +50%

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.