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iShares Russell 1000 Growth ETF

1,574 hedge funds and large institutions have $41.4B invested in iShares Russell 1000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 504 increasing their positions, 581 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 300.92%301.98% (+1.1%)

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

3% less capital invested

Capital invested by funds: $42.8B → $41.4B (-$1.41B)

1% less funds holding

Funds holding: 1,5941,574 (-20)

3% less funds holding in top 10

Funds holding in top 10: 163158 (-5)

13% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 581

33% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $96M

Holders
1,574
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
27.11%
Holding in Top 10
158
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.07%
% of All Funds
2.72%
New
85
Increased
504
Reduced
581
Closed
84
Calls
$64.2M
Puts
$96M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
176
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.8M +$17.6M +300,000 New
MIM
177
MetLife Investment Management
New Jersey
$15.5M -$8.28M -140,800 -32%
S
178
Surevest
California
$15.4M +$933K +15,868 +6%
CWC
179
Carolinas Wealth Consulting
North Carolina
$15.4M +$176K +2,996 +1%
Financial Engines Advisors
180
Financial Engines Advisors
California
$15.3M +$7M +119,096 +69%
EWA
181
EP Wealth Advisors
California
$15.2M -$8.6M -146,268 -34%
SWM
182
Southern Wealth Management
Texas
$15.1M +$2.23M +37,956 +16%
SAM
183
Stone Asset Management
Texas
$15.1M +$1.52M +25,848 +10%
FA
184
FDx Advisors
Illinois
$14.9M -$3.94M -67,036 -19%
NCG
185
Newport Capital Group
New Jersey
$14.7M +$8.04M +136,720 +99%
JRP
186
Jasper Ridge Partners
California
$14.7M
MWM
187
Mission Wealth Management
California
$14.5M +$3.64M +61,832 +29%
RCIM
188
Red Cedar Investment Management
Michigan
$14.5M -$6.23M -105,916 -28%
EWM
189
Evercore Wealth Management
New York
$14.3M -$320K -5,436 -2%
GVAG
190
Great Valley Advisor Group
Delaware
$14.2M -$777K -13,212 -5%
WIC
191
Whitegate Investment Counselors
New Hampshire
$14.2M +$42.6K +724 +0.3%
CGA
192
Crescent Grove Advisors
Illinois
$14.1M +$10.4M +176,380 +192%
OAM
193
Oppenheimer Asset Management
New York
$14.1M +$7.35M +125,028 +87%
SWP
194
Summit Wealth Partners
Florida
$14.1M -$916K -15,584 -5%
BCM
195
BTC Capital Management
Iowa
$14M +$412K +7,004 +3%
JWA
196
JFS Wealth Advisors
Pennsylvania
$13.9M +$562K +9,556 +4%
EIG
197
Ellenbecker Investment Group
Wisconsin
$13.8M -$574K -9,764 -4%
PAS
198
Park Avenue Securities
New York
$13.7M +$1.12M +19,040 +8%
BWA
199
Blodgett Wealth Advisors
California
$13.7M -$218K -3,700 -1%
APA
200
American Portfolios Advisors
New York
$13.6M +$11.4M +193,796 +303%

IWF Hedge Fund Activity: Q3 2022 in Review

1,574 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2022, worth a combined $41.4B — down 3.3% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWF positions and 84 closed out — a net gain of 1 holder — while 504 added to existing stakes and 581 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $630M. The largest seller was Bank of America, cutting an estimated $285M.

  • 1,574 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $41.4B of iShares Russell 1000 Growth ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2022 and 84 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2022 was AllianceBernstein, an estimated $630M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2022 was Bank of America, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2022.