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iShares Russell 1000 Growth ETF

1,660 hedge funds and large institutions have $53.2B invested in iShares Russell 1000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 512 increasing their positions, 680 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 302.16%306.95% (+4.8%)

5% less funds holding

Funds holding: 1,7431,660 (-83)

10% less capital invested

Capital invested by funds: $59.2B → $53.2B (-$6.01B)

12% less funds holding in top 10

Funds holding in top 10: 203179 (-24)

25% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 680

38% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 150

69% less call options, than puts

Call options by funds: $140M | Put options by funds: $450M

Holders
1,660
Holders Change
-83
Holders Change %
-4.76%
% of All Funds
26.18%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.82%
New
93
Increased
512
Reduced
680
Closed
150
Calls
$140M
Puts
$450M
Net Calls
-$310M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
151
RMR Wealth Builders
New Jersey
$28.1M -$643K -9,424 -2%
NP
152
NorthRock Partners
Minnesota
$27.6M -$5.37M -78,720 -17%
BSW
153
Buckingham Strategic Wealth
Missouri
$27.5M +$1.49M +21,784 +6%
MGIA
154
Moneta Group Investment Advisors
Missouri
$27.2M +$398K +5,832 +2%
DWM
155
Dakota Wealth Management
Florida
$26.6M -$403K -5,900 -2%
RCIM
156
Red Cedar Investment Management
Michigan
$26.6M -$15.2M -223,088 -37%
LNC
157
Lincoln National Corp
Pennsylvania
$26.3M -$8.46K -124 -0%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$26.3M -$39.9K -584 -0.2%
JE
159
JMAC Enterprises
Pennsylvania
$26.1M -$61.7K -904 -0.2%
SWMG
160
Sanchez Wealth Management Group
Florida
$26M +$1.64K +24 +0%
BJL
161
Brighton Jones LLC
Washington
$25.4M +$52.7K +772 +0.2%
IIC
162
Integrated Investment Consultants
Michigan
$25.4M -$3.66M -53,604 -13%
RWG
163
Regal Wealth Group
California
$25.4M +$335K +4,912 +1%
BPWM
164
Badgley Phelps Wealth Managers
Washington
$24.1M -$300K -4,392 -1%
Winslow Capital Management
165
Winslow Capital Management
Minnesota
$23.3M +$6.22M +91,100 +37%
HCMT
166
Highland Capital Management (Tennessee)
Tennessee
$23.1M -$1.4M -20,580 -6%
OWA
167
One Wealth Advisors
California
$23M -$2.68M -39,312 -11%
WFA
168
Wellspring Financial Advisors
Ohio
$22.9M -$1.38M -20,200 -6%
BAAM
169
Baker Avenue Asset Management
California
$22.8M +$127K +1,856 +0.6%
UB
170
UMB Bank
Missouri
$22.5M +$89.8K +1,316 +0.4%
SWP
171
Stratos Wealth Partners
Ohio
$22.3M +$605K +8,860 +3%
FB
172
Fulton Bank
Pennsylvania
$22.2M -$753K -11,032 -3%
MG
173
Mather Group
Illinois
$22M -$2.59M -37,884 -11%
UWPG
174
Ullmann Wealth Partners Group
Florida
$22M -$199K -2,916 -0.9%
SPIA
175
Strategic Point Investment Advisors
Rhode Island
$21.9M -$231K -3,384 -1%

IWF Hedge Fund Activity: Q1 2022 in Review

1,660 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2022, worth a combined $53.2B — down 10% from $59.2B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of IWF and 93 opened new positions — a net loss of 57 holders — while 680 trimmed existing stakes and 512 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.37B. The largest seller was Bank of America, cutting an estimated $243M.

  • 1,660 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2022, down from 1,743 in Q4 2021.
  • Funds reported $53.2B of iShares Russell 1000 Growth ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 93 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2022 and 150 closed out, a net change of -57 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.37B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2022 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2022.