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iShares Russell 2000 Growth ETF

831 hedge funds and large institutions have $9.07B invested in iShares Russell 2000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 242 increasing their positions, 282 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.42% more ownership

Funds ownership: 85.51%90.93% (+5.4%)

7% less funds holding

Funds holding: 897831 (-66)

14% less capital invested

Capital invested by funds: $10.5B → $9.07B (-$1.48B)

14% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 282

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

42% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 123

44% less call options, than puts

Call options by funds: $305M | Put options by funds: $547M

Holders
831
Holders Change
-66
Holders Change %
-7.36%
% of All Funds
13.11%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.38%
New
71
Increased
242
Reduced
282
Closed
123
Calls
$305M
Puts
$547M
Net Calls
-$243M
Net Calls Change
+$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$1.68M -$8.78M -34,315 -84%
ES
252
Eagle Strategies
New York
$1.67M -$248K -970 -13%
JGIA
253
Jackson Grant Investment Advisers
Connecticut
$1.66M -$1.28K -5 -0.1%
HCMT
254
Highland Capital Management (Tennessee)
Tennessee
$1.66M +$8.7K +34 +0.5%
IA
255
IFP Advisors
Florida
$1.66M +$1.91M +7,469 +1,235%
PWS
256
Peloton Wealth Strategists
Indiana
$1.63M +$121K +473 +8%
MFGP
257
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.57M +$768 +3 +0%
T. Rowe Price Associates
258
T. Rowe Price Associates
Maryland
$1.54M
ASBI
259
American State Bank (Iowa)
Iowa
$1.53M +$65.5K +256 +4%
TYCC
260
Texas Yale Capital Corp
Florida
$1.53M
SWP
261
Stratos Wealth Partners
Ohio
$1.52M +$24.8K +97 +2%
BSW
262
Buckingham Strategic Wealth
Missouri
$1.52M +$128K +499 +9%
ACA
263
Affinity Capital Advisors
California
$1.51M +$6.66K +26 +0.4%
SI
264
Saxon Interests
Texas
$1.49M +$1.49M +5,826 New
VWA
265
Visionary Wealth Advisors
Illinois
$1.49M +$201K +787 +16%
CCM
266
Carlson Capital Management
Minnesota
$1.48M -$156K -609 -10%
WFS
267
Widmann Financial Services
Maryland
$1.46M +$61.9K +242 +4%
LB
268
Legacy Bridge
Iowa
$1.44M
BCM
269
BTC Capital Management
Iowa
$1.42M -$43.3K -169 -3%
VFA
270
Valeo Financial Advisors
Indiana
$1.4M -$52.7K -206 -4%
MG
271
Mather Group
Illinois
$1.4M +$60.4K +236 +5%
I2I
272
Insight 2811 Inc
Illinois
$1.39M -$19.5K -76 -1%
FBB
273
Fulton Breakefield Broenniman
Maryland
$1.37M -$81.6K -319 -6%
BRWM
274
B. Riley Wealth Management
Tennessee
$1.36M -$11.8K -46 -0.9%
DWM
275
Darwin Wealth Management
Florida
$1.36M -$426K -1,665 -24%

IWO Hedge Fund Activity: Q1 2022 in Review

831 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2022, worth a combined $9.07B — down 14% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of IWO and 71 opened new positions — a net loss of 52 holders — while 282 trimmed existing stakes and 242 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $824M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $292M.

  • 831 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2022, down from 897 in Q4 2021.
  • Funds reported $9.07B of iShares Russell 2000 Growth ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 71 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2022 and 123 closed out, a net change of -52 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $824M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2022.