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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
BFO
301
Boston Family Office
Massachusetts
$1.12M -$35.8K -140 -3%
FCA
302
FinTrust Capital Advisors
South Carolina
$1.12M
CFG
303
Citizens Financial Group
Rhode Island
$1.09M +$549K +2,144 +102%
BCM
304
Brookstone Capital Management
Illinois
$1.08M -$699K -2,733 -38%
STA
305
Summit Trail Advisors
New York
$1.07M +$6.66K +26 +0.6%
CI
306
Chartist Inc
California
$1.07M -$207K -809 -16%
CAG
307
Crestwood Advisors Group
Massachusetts
$1.07M -$25.3K -99 -2%
ZB
308
Zions Bancorporation
Utah
$1.07M -$1.4M -5,458 -57%
GC
309
Garde Capital
Washington
$1.07M -$50.4K -197 -5%
IIC
310
Ironwood Investment Counsel
Arizona
$1.07M +$182K +710 +20%
TAM
311
Townsend Asset Management
North Carolina
$1.06M -$9.73K -38 -0.9%
MPW
312
Monterey Private Wealth
California
$1.06M +$1.05M +4,106 New
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$1.06M
IAN
314
Integrated Advisors Network
Texas
$1.03M +$743K +2,902 +260%
PFS
315
Prospera Financial Services
Texas
$1.02M -$38.6K -151 -4%
MWP
316
MYCIO Wealth Partners
Pennsylvania
$1.01M +$698K +2,728 +222%
LNC
317
Lincoln National Corp
Pennsylvania
$990K -$55.5K -217 -5%
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$989K
SF
319
SBK Financial
Virginia
$987K +$52K +203 +6%
LIA
320
LS Investment Advisors
Michigan
$974K +$127K +495 +15%
FNBT
321
FineMark National Bank & Trust
Florida
$954K -$129K -505 -12%
CBN
322
Cadence Bank NA
Texas
$948K -$4.61K -18 -0.5%
Jane Street
323
Jane Street
New York
$946K -$10.3M -40,218 -92%
Fuller & Thaler Asset Management
324
Fuller & Thaler Asset Management
California
$939K -$2.07M -8,105 -69%
GIA
325
GHP Investment Advisors
Colorado
$936K -$54.3K -212 -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.