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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
FNBSF
351
First National Bank Sioux Falls
South Dakota
$808K
FBFS
352
First Business Financial Services
Wisconsin
$806K
C
353
Certuity
Florida
$806K +$176K +687 +28%
TW
354
Transform Wealth
Colorado
$802K +$17.7K +69 +2%
DTC
355
Davidson Trust Company
Washington
$801K +$23.3K +91 +3%
MWM
356
Minot Wealth Management
Massachusetts
$797K
D
357
Dentgroup
Louisiana
$794K +$512 +2 +0.1%
HWIS
358
Hancock Whitney Investment Services
Louisiana
$793K +$29.2K +114 +4%
CC
359
Chicago Capital
Illinois
$789K -$54.3K -212 -6%
AA
360
Alesco Advisors
New York
$767K
EAM
361
Evanson Asset Management
California
$758K +$76.5K +299 +11%
JWA
362
JFS Wealth Advisors
Pennsylvania
$756K -$68.1K -266 -8%
WCF
363
West Coast Financial
California
$738K
AI
364
Accredited Investors
Minnesota
$736K -$156K -609 -17%
MIAS
365
Mason Investment Advisory Services
Virginia
$735K -$2.05K -8 -0.3%
HCM
366
Hollencrest Capital Management
California
$735K
GPA
367
Guidance Point Advisors
Massachusetts
$734K +$8.96K +35 +1%
FAIM
368
Financial Advocates Investment Management
Washington
$732K +$25.1K +98 +4%
AT
369
American Trust
Kentucky
$730K +$170K +664 +30%
CWM
370
Congress Wealth Management
Massachusetts
$728K -$7.57M -29,577 -91%
CRWM
371
Castle Rock Wealth Management
California
$725K +$749K +2,925 New
CAM
372
Congress Asset Management
Massachusetts
$724K -$7.56M -29,545 -91%
KF
373
Krilogy Financial
Missouri
$717K -$4.35K -17 -0.6%
CW
374
CreativeOne Wealth
Kansas
$716K -$348K -1,359 -33%
VW
375
Vance Wealth
California
$715K +$716K +2,797 New

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.