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iShares Russell 1000 Growth ETF

1,689 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 212 funds opening new positions, 599 increasing their positions, 552 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 63

23% more call options, than puts

Call options by funds: $115M | Put options by funds: $93.9M

16% more capital invested

Capital invested by funds: $41.4B → $48.1B (+$6.71B)

7% more funds holding

Funds holding: 1,5741,689 (+115)

1% more funds holding in top 10

Funds holding in top 10: 158160 (+2)

9% more repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 552

0.94% more ownership

Funds ownership: 301.98%302.92% (+0.94%)

Holders
1,689
Holders Change
+115
Holders Change %
+7.31%
% of All Funds
27.15%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
212
Increased
599
Reduced
552
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
201
Mather Group
Illinois
$15.6M -$1M -18,200 -6%
Sands Capital Management
202
Sands Capital Management
Virginia
$15.4M +$7.29M +132,520 +85%
SWM
203
Southern Wealth Management
Texas
$15.4M +$938K +17,044 +6%
SC
204
Saiph Capital
New Jersey
$15.2M +$3.5M +63,588 +29%
RJT
205
Raymond James Trust
Florida
$15M +$1.27M +23,140 +9%
JRP
206
Jasper Ridge Partners
California
$14.9M
AAS
207
Ameritas Advisory Services
Nebraska
$14.9M +$3.99M +72,556 +35%
BP
208
Ballentine Partners
Massachusetts
$14.9M +$3.03M +55,036 +25%
TFGT
209
TS Financial Group (TSFG)
Illinois
$14.9M +$1.34M +24,412 +10%
SC
210
Sepio Capital
Utah
$14.6M +$10.9M +197,876 +262%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$14.6M +$1.21M +21,908 +9%
HTC
212
Haverford Trust Company
Pennsylvania
$14.5M +$958K +17,424 +7%
GVAG
213
Great Valley Advisor Group
Delaware
$14.4M -$51K -928 -0.3%
WTB
214
Washington Trust Bank
Washington
$14.4M +$12.6M +229,052 +578%
EIG
215
Ellenbecker Investment Group
Wisconsin
$14M -$58.1K -1,056 -0.4%
BWA
216
Blodgett Wealth Advisors
California
$13.8M -$112K -2,040 -0.8%
WSFS
217
Wilmington Savings Fund Society
Delaware
$13.7M +$8.82M +160,368 +169%
AWS
218
Atria Wealth Solutions
New York
$13.6M +$598K +10,872 +4%
SWP
219
Summit Wealth Partners
Florida
$13.6M -$778K -14,144 -5%
VCS
220
Vaughan & Co Securities
New Jersey
$13.4M -$386K -7,024 -3%
MCWS
221
McKinley Carter Wealth Services
West Virginia
$13.3M -$347K -6,300 -2%
EWM
222
Evercore Wealth Management
New York
$13.3M -$1.28M -23,304 -9%
T. Rowe Price Associates
223
T. Rowe Price Associates
Maryland
$13.2M +$3.58M +65,016 +36%
DW
224
Domani Wealth
Pennsylvania
$13.1M +$4.16M +75,632 +45%
ECG
225
Edge Capital Group
Georgia
$12.9M +$5.39M +97,932 +68%

IWF Hedge Fund Activity: Q4 2022 in Review

1,689 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2022, worth a combined $48.1B — up 16% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new IWF positions and 63 closed out — a net gain of 149 holders — while 599 added to existing stakes and 552 trimmed.

The largest buyer was Bank of America, adding an estimated $701M. The largest seller was Nuveen, cutting an estimated $266M.

  • 1,689 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2022, up from 1,574 in Q3 2022.
  • Funds reported $48.1B of iShares Russell 1000 Growth ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 212 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2022 and 63 closed out, a net change of +149 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2022 was Bank of America, an estimated $701M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2022 was Nuveen, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2022.