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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 %
NCM
1701
NCM Capital Management
New Jersey
– -$982K -4,667 Closed
VWM
1702
Vigilare Wealth Management
Arizona
– -$915K -4,348 Closed
SA
1703
Shilanski & Associates
Alaska
– -$787K -3,739 Closed
CWM
1704
Cordatus Wealth Management
Pennsylvania
– -$680K -3,232 Closed
SOS
1705
Silver Oak Securities
Tennessee
– -$845K -3,178 Closed
MPPLM
1706
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$621K -2,954 Closed
GWSG
1707
GPS Wealth Strategies Group
Colorado
– -$556K -2,642 Closed
KCM
1708
Karp Capital Management
California
– -$555K -2,640 Closed
WWA
1709
WCG Wealth Advisors
Nevada
– -$503K -2,389 Closed
RJTCONH
1710
Raymond James Trust Company of New Hampshire
New Hampshire
– -$485K -2,306 Closed
PCM
1711
Passive Capital Management
Maryland
– -$469K -2,227 Closed
FC
1712
Financial Consulate
Maryland
– -$395K -1,878 Closed
OFS
1713
OneAscent Financial Services
Alabama
– -$362K -1,720 Closed
AT
1714
American Trust
Kentucky
– -$341K -1,621 Closed
DC
1715
Diametric Capital
Massachusetts
– -$327K -1,553 Closed
HBT
1716
Hills Bank & Trust
Iowa
– -$326K -1,550 Closed
CG
1717
Cutler Group
California
– -$307K -1,463 Closed
BWP
1718
Balboa Wealth Partners
Arizona
– -$308K -1,462 Closed
TI
1719
Trexquant Investment
Connecticut
– -$306K -1,452 Closed
OIM
1720
Oder Investment Management
California
– -$295K -1,400 Closed
ASI
1721
Advisory Services & Investments
Oregon
– -$279K -1,328 Closed
SWM
1722
Scissortail Wealth Management
Oklahoma
– -$277K -1,300 Closed
CBA
1723
Coastal Bridge Advisors
Connecticut
– -$273K -1,298 Closed
CIC
1724
Chilton Investment Company
Connecticut
– -$265K -1,260 Closed
BA
1725
Bridge Advisory
California
– -$247K -1,175 Closed
66 67 68
69
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