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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
CCG
276
Chatham Capital Group
Georgia
$1.35M -$32K -125 -2%
SG
277
StoneX Group
New York
$1.34M +$56.8K +222 +4%
EAM
278
Eukles Asset Management
Ohio
$1.33M +$45.3K +177 +4%
PCA
279
Permit Capital Advisors
Pennsylvania
$1.32M +$1.37M +5,334 New
CWM
280
Connecticut Wealth Management
Connecticut
$1.32M -$80.9K -316 -6%
LHC
281
Little House Capital
Massachusetts
$1.31M +$903K +3,530 +220%
AAS
282
Ameritas Advisory Services
Nebraska
$1.3M -$84.5K -330 -6%
PCM
283
Price Capital Management
Louisiana
$1.29M +$1.28M +5,000 New
RWG
284
Ratio Wealth Group
Colorado
$1.27M -$12.3K -48 -1%
KWM
285
Kingsview Wealth Management
Oregon
$1.27M -$110K -430 -8%
IC
286
IEQ Capital
California
$1.27M
KCM
287
Kennicott Capital Management
California
$1.26M
FWTB
288
First Western Trust Bank
Colorado
$1.25M +$1.24M +4,839 New
BRWA
289
B. Riley Wealth Advisors
Florida
$1.25M +$117K +459 +10%
SAS
290
Sage Advisory Services
Texas
$1.24M
SLT
291
St Louis Trust
Missouri
$1.23M
IC
292
Intersect Capital
California
$1.22M +$2.3K +9 +0.2%
AFC
293
AFT Forsyth & Company
Florida
$1.2M
DI
294
Disciplined Investments
Oklahoma
$1.2M -$186K -726 -13%
CMI
295
Clare Market Investments
Texas
$1.18M +$347K +1,357 +42%
EA
296
Echo45 Advisors
California
$1.17M +$504K +1,970 +75%
PCOC
297
Power Corp of Canada
Canada
$1.16M +$1.16M +4,544 New
WSFS
298
Wilmington Savings Fund Society
Delaware
$1.16M -$164K -640 -12%
BFS
299
Bickling Financial Services
Massachusetts
$1.16M -$43K -168 -4%
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M -$72.9K -285 -5%

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.