IWF icon

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 %
VCM
1651
Versant Capital Management
Arizona
$13.5K – – –
TVWM
1652
Tower View Wealth Management
Wisconsin
$13K -$4.93K -22 -28%
GFWA
1653
Grey Fox Wealth Advisors
Delaware
$12.9K +$12.9K +60 New
FSWA
1654
Financial Synergies Wealth Advisors
Texas
$12.1K – – –
HWM
1655
HighMark Wealth Management
Minnesota
$12K – – –
AIP
1656
Ameritas Investment Partners
Nebraska
$11.6K – – –
SWM
1657
Sanctuary Wealth Management
Idaho
$10.5K +$10.5K +49 New
BEI
1658
Benjamin Edwards Inc
Missouri
$10K -$1.96K -9 -16%
AWM
1659
AllSquare Wealth Management
New York
$9.35K – – –
SIM
1660
Studio Investment Management
Illinois
$8.78K +$8.78K +41 New
FCMT
1661
Founders Capital Management (Texas)
Texas
$8K – – –
RMC
1662
Resources Management Corp
Connecticut
$8K – – –
BHWM
1663
Bay Harbor Wealth Management
Maryland
$8K +$8K +36 New
MSFP
1664
Mark Sheptoff Financial Planning
Connecticut
$7.71K – – –
IRAG
1665
Investment Research & Advisory Group
Georgia
$7.5K – – –
GFPC
1666
Global Financial Private Client
Florida
$7.5K – – –
AFG
1667
Albion Financial Group
Utah
$6.67K – – –
LWP
1668
Lumature Wealth Partners
Georgia
$6.64K – – –
CA
1669
Corrado Advisors
New Jersey
$6.21K +$6.21K +29 New
IHWM
1670
Iron Horse Wealth Management
Iowa
$6K +$2K +10 +50%
CCMI
1671
Creative Capital Management Investments
California
$6K +$6K +26 New
MAWCM
1672
Mine & Arao Wealth Creation & Management
California
$5.78K – – –
SL
1673
Savior LLC
Massachusetts
$5.6K – – –
FA
1674
Faithward Advisors
Pennsylvania
$4.93K – – –
RG
1675
Retirement Group
California
$4K -$1.52K -8 -28%
65 66
67
68 69