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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
First Trust Advisors
326
First Trust Advisors
Illinois
$933K -$24.1K -94 -3%
GL
327
Graypoint LLC
New York
$931K
CT
328
Cambridge Trust
Massachusetts
$931K +$25.1K +98 +3%
SCM
329
Stordahl Capital Management
Colorado
$923K
Legal & General Group
330
Legal & General Group
United Kingdom
$921K +$486K +1,900 +112%
BB
331
Bell Bank
North Dakota
$914K -$7.17K -28 -0.8%
RFWA
332
RPg Family Wealth Advisory
Massachusetts
$904K +$875K +3,419 +2,999%
PFC
333
Phocas Financial Corp
California
$899K -$25.6K -100 -3%
FWP
334
FAS Wealth Partners
Kansas
$892K -$53K -207 -6%
EW
335
Evoke Wealth
California
$883K -$5.34M -20,864 -86%
AIA
336
Armor Investment Advisors
North Carolina
$881K -$54K -211 -6%
KMWM
337
Keudell/Morrison Wealth Management
Oregon
$870K
PWP
338
Perfromance Wealth Partners
Illinois
$845K
OAM
339
Occidental Asset Management
California
$840K -$294K -1,147 -26%
JRP
340
Jasper Ridge Partners
California
$833K
AP
341
Appleton Partners
Massachusetts
$831K -$25.6K -100 -3%
DT
342
Diversified Trust
Tennessee
$828K +$110K +430 +15%
OMC
343
Old Mission Capital
Illinois
$824K -$122K -478 -13%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$822K +$28.2K +110 +4%
SWA
345
SOA Wealth Advisors
New York
$821K -$37.1K -145 -4%
LB
346
Leo Brokerage
Texas
$818K +$818K +3,197 New
WB
347
WesBanco Bank
West Virginia
$817K -$132K -517 -14%
APW
348
Acima Private Wealth
Virginia
$811K
FCFC
349
First Commonwealth Financial Corp
Pennsylvania
$809K -$638K -2,492 -44%
TP
350
Tranquility Partners
Tennessee
$809K +$83.4K +326 +11%

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.