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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
Cerity Partners
376
Cerity Partners
New York
$706K +$6.91K +27 +1%
LNWTC
377
Laird Norton Wetherby Trust Company
Washington
$700K -$11.3K -44 -2%
FB
378
Fulton Bank
Pennsylvania
$699K
IWA
379
Inspirion Wealth Advisors
Illinois
$690K +$166K +650 +32%
GT
380
Glenview Trust
Kentucky
$687K
AL
381
Aspiriant LLC
California
$687K +$55.3K +216 +9%
EWA
382
Exencial Wealth Advisors
Oklahoma
$686K +$687K +2,683 New
ATPW
383
Ashton Thomas Private Wealth
Arizona
$677K -$130K -509 -16%
5L
384
55I LLC
Massachusetts
$674K +$169K +660 +33%
PP
385
Prosperity Planning
Missouri
$663K
B
386
Bensler
Washington
$660K +$660K +2,580 New
GCM
387
Gables Capital Management
Florida
$659K -$128K -500 -16%
CAL
388
Capital Analysts LLC
Pennsylvania
$658K +$28.9K +113 +5%
NCM
389
NCM Capital Management
New Jersey
$651K +$651K +2,544 New
IF
390
Intrua Financial
Texas
$650K -$28.4K -111 -4%
ASN
391
Advisory Services Network
Georgia
$648K -$240K -939 -27%
NWA
392
Navis Wealth Advisors
New York
$648K
PA
393
Parallel Advisors
California
$644K +$103K +404 +19%
PHAM
394
Palisades Hudson Asset Management
Florida
$640K +$512 +2 +0.1%
GPA
395
Garrison Point Advisors
California
$638K -$5.12K -20 -0.8%
TNA
396
True North Advisors
Texas
$635K -$3.58K -14 -0.6%
CWA
397
Consilium Wealth Advisory
Texas
$618K
S
398
SignatureFD
Georgia
$617K -$131K -511 -17%
SFPG
399
Stonebridge Financial Planning Group
Florida
$613K -$19.2K -75 -3%
ECM
400
Elgethun Capital Management
South Dakota
$607K +$512 +2 +0.1%

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.