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iShares Russell 2000 Growth ETF
IWO

897 hedge funds and large institutions have $10.5B invested in iShares Russell 2000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 289 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 51

33% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 218

12% more funds holding

Funds holding: 804 → 897 (+93)

4% more capital invested

Capital invested by funds: $10.2B → $10.5B (+$392M)

0% more funds holding in top 10

Funds holding in top 10: 30 → 30 (0)

0.89% less ownership

Funds ownership: 86.39% → 85.51% (-0.89%)

55% less call options, than puts

Call options by funds: $233M | Put options by funds: $516M

Holders
897
Holders Change
+93
Holders Change %
+11.57%
% of All Funds
13.8%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
154
Increased
289
Reduced
218
Closed
51
Calls
$233M
Puts
$516M
Net Calls
-$283M
Net Calls Change
+$149M

Top Buyers

Rank Fund Capital Flow
1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$542M
2
Bank of America
Bank of America
North Carolina
+$196M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$79.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.2M
5
B
Barings
North Carolina
+$62.1M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$257M
2
Citigroup
Citigroup
New York
-$121M
3
Morgan Stanley
Morgan Stanley
New York
-$120M
4
Goldman Sachs
Goldman Sachs
New York
-$117M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$74.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ES
251
Eagle Strategies
New York
$2.2M +$2.26M +7,501 New
CCC
252
Crescent Capital Consulting
Louisiana
$2.19M -$2.29M -7,596 -50%
TPCW
253
TD Private Client Wealth
New York
$2.13M +$75.9K +252 +4%
MAM
254
Meeder Asset Management
Ohio
$2.09M +$60K +199 +3%
HAS
255
Holland Advisory Services
Florida
$2.09M +$2.14M +7,117 New
MFW
256
Meristem Family Wealth
Minnesota
$2.08M -$10.2K -34 -0.5%
SHGA
257
Sand Hill Global Advisors
California
$2.01M – – –
FFA
258
First Foundation Advisors
California
$1.98M +$2.04M +6,764 New
CCA
259
Cobblestone Capital Advisors
New York
$1.98M – – –
BCM
260
Brookstone Capital Management
Illinois
$1.98M +$453K +1,503 +27%
JA
261
JVL Associates
Michigan
$1.98M – – –
RZH
262
Relyea Zuckerberg Hanson
Connecticut
$1.95M +$130K +433 +6%
KPWS
263
Kestra Private Wealth Services
Texas
$1.91M +$1.21M +4,012 +159%
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$1.9M +$1.81K +6 +0.1%
SWM
265
Shakespeare Wealth Management
Wisconsin
$1.9M +$168K +558 +9%
HCMT
266
Highland Capital Management (Tennessee)
Tennessee
$1.89M +$301 +1 +0%
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$1.89M -$136K -450 -7%
CCM
268
Carlson Capital Management
Minnesota
$1.87M -$195K -648 -9%
MFGP
269
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.8M +$1.81K +6 +0.1%
William Blair Investment Management
270
William Blair Investment Management
Illinois
$1.78M -$5.8M -19,240 -76%
T. Rowe Price Associates
271
T. Rowe Price Associates
Maryland
$1.76M – – –
DWM
272
Darwin Wealth Management
Florida
$1.76M +$719K +2,386 +52%
TYCC
273
Texas Yale Capital Corp
Florida
$1.75M – – –
DHFB
274
Dixon Hubard Feinour & Brown
Virginia
$1.75M +$14.2K +47 +0.8%
ACA
275
Affinity Capital Advisors
California
$1.73M – – –
9 10
11
12 13

IWO Hedge Fund Activity: Q4 2021 in Review

897 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2021, worth a combined $10.5B — up 3.9% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new IWO positions and 51 closed out — a net gain of 103 holders — while 289 added to existing stakes and 218 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $542M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $257M.

  • 897 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2021, up from 804 in Q3 2021.
  • Funds reported $10.5B of iShares Russell 2000 Growth ETF stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 154 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2021 and 51 closed out, a net change of +103 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2021 was Toronto Dominion Bank, an estimated $542M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2021.