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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
Bank of America
1
Bank of America
North Carolina
$9.48B -$243M -3,553,516 -3%
Morgan Stanley
2
Morgan Stanley
New York
$5.5B -$24.9M -365,004 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.62B +$234M +3,422,132 +7%
Goldman Sachs
4
Goldman Sachs
New York
$2.56B +$21.3M +312,540 +0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.06B -$133M -1,947,460 -6%
UBS Group
6
UBS Group
Switzerland
$1.62B +$15.8M +231,588 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.32B -$13.7M -200,964 -1%
Wells Fargo
8
Wells Fargo
California
$1.3B -$77.8M -1,139,780 -6%
Northern Trust
9
Northern Trust
Illinois
$1.07B -$21.7M -317,324 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$882M -$47.4M -693,796 -5%
SF
11
Synovus Financial
Georgia
$825M -$4.94M -72,428 -0.6%
LPL Financial
12
LPL Financial
California
$765M +$36M +527,752 +5%
TF
13
TIAA FSB
Florida
$754M -$16.8M -245,596 -2%
RJA
14
Raymond James & Associates
Florida
$728M -$83.7M -1,225,716 -10%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$591M +$8.74M +128,020 +2%
Truist Financial
16
Truist Financial
North Carolina
$586M -$2.28M -33,396 -0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$536M +$7.26M +106,396 +1%
M&T Bank
18
M&T Bank
New York
$521M -$6.59M -96,468 -1%
CAM
19
Cresset Asset Management
Illinois
$501M -$5.13M -75,100 -1%
N
20
Nuveen
North Carolina
$494M +$139M +2,031,960 +40%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$479M +$66.3M +971,620 +16%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$458M -$3.64M -53,340 -0.8%
Stifel Financial
23
Stifel Financial
Missouri
$446M +$30.7M +450,328 +8%
SW
24
SVB Wealth
Massachusetts
$399M -$17.4M -255,148 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$350M +$6.98M +102,268 +2%

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.