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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
BWM
1701
BNC Wealth Management
Oregon
-$209K -3,012 Closed
MC
1702
Matisse Capital
Oregon
-$209K -3,008 Closed
BL
1703
BFSG LLC
California
-$208K -3,000 Closed
RC
1704
Randolph Company
Ohio
-$208K -3,000 Closed
WWM
1705
WJ Wealth Management
Arizona
-$207K -2,988 Closed
SAM
1706
Secure Asset Management
Michigan
-$206K -2,968 Closed
FNBTCON
1707
First National Bank & Trust Co of Newtown
Pennsylvania
-$206K -2,964 Closed
PBO
1708
Peoples Bank (Ohio)
Ohio
-$206K -2,964 Closed
SA
1709
Scarborough Advisors
Maryland
-$205K -2,956 Closed
MC
1710
Moors & Cabot
Massachusetts
-$205K -2,952 Closed
MI
1711
Moneywise Inc
Virginia
-$202K -2,908 Closed
CMP
1712
Courage Miller Partners
Virginia
-$202K -2,904 Closed
DTC
1713
Davidson Trust Company
Washington
-$201K -2,896 Closed
CFO
1714
Custos Family Office
Texas
-$200K -2,884 Closed
ALWM
1715
Andrews Lucia Wealth Management
California
-$217K -2,844 Closed
BWM
1716
BerganKDV Wealth Management
Minnesota
-$158K -2,276 Closed
TCM
1717
Tradewinds Capital Management
Washington
-$149K -2,152 Closed
William Blair Investment Management
1718
William Blair Investment Management
Illinois
-$101K -1,684 -68%
SAS
1719
Stelac Advisory Services
New York
-$112K -1,608 Closed
BCP
1720
Blue Chip Partners
Michigan
-$105K -1,516 Closed
DC
1721
DeDora Capital
California
-$77K -1,112 Closed
FFA
1722
Fairfield Financial Advisors
Massachusetts
-$54.4K -784 Closed
CFO
1723
CVA Family Office
Colorado
-$49K -700 Closed
VCM
1724
Vigilant Capital Management
Maine
-$41K -588 Closed
GI
1725
GS Investments
Minnesota
-$15K -240 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.