iShares Russell 2000 Growth ETF
788 hedge funds and large institutions have $6.85B invested in iShares Russell 2000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 256 reducing their positions, and 54 closing their positions.
37% more funds holding in top 10
Funds holding in top 10: 19 → 26 (+7)
19% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 54
2.92% more ownership
Funds ownership: 83.13% → 86.05% (+2.9%)
0% less funds holding
Funds holding: 790 → 788 (-2)
7% less capital invested
Capital invested by funds: $7.4B → $6.85B (-$553M)
10% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 256
93% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $399M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$581M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$74.9M |
| 3 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
+$36.7M |
| 4 |
LFWA
LBJ Family Wealth Advisors
Austin,
Texas
|
+$24.2M |
| 5 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$168M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$113M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$105M |
| 4 |
Goldman Sachs
New York
|
-$105M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$76.3M |
IWO Hedge Fund Activity: Q3 2022 in Review
788 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2022, worth a combined $6.85B — down 7.5% from $7.4B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IWO positions and 54 closed out — a net gain of 10 holders — while 230 added to existing stakes and 256 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $581M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $168M.
- 788 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2022, down from 790 in Q2 2022.
- Funds reported $6.85B of iShares Russell 2000 Growth ETF stock for Q3 2022, down 7.5% quarter-over-quarter.
- 64 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2022 and 54 closed out, a net change of +10 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $581M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2022.