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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
TI
426
Trexquant Investment
Connecticut
$527K -$23.8K -93 -4%
DJSG
427
D.J. St. Germain
Massachusetts
$526K
CIC
428
Carnegie Investment Counsel
Ohio
$525K -$55K -215 -9%
SIA
429
Stegner Investment Associates
Kentucky
$518K -$227K -887 -30%
SDWMA
430
Schneider Downs Wealth Management Advisors
Pennsylvania
$517K +$39.2K +153 +8%
GF
431
Gries Financial
Ohio
$508K +$256 +1 +0.1%
PAM
432
Palisade Asset Management
Minnesota
$505K
SWM
433
Southern Wealth Management
Texas
$502K -$66.8K -261 -12%
SGAM
434
Stephens Group Asset Management
Arkansas
$502K
AIM
435
Arcadia Investment Management
Michigan
$501K -$672K -2,625 -57%
CWM
436
Cranbrook Wealth Management
Michigan
$500K -$28.9K -113 -5%
MFC
437
Morris Financial Concepts
South Carolina
$500K
WFA
438
Wellspring Financial Advisors
Ohio
$496K -$50.2K -196 -9%
MWA
439
Martel Wealth Advisors
Washington
$491K +$30.7K +120 +7%
CWA
440
Consilio Wealth Advisors
Washington
$490K -$2M -7,820 -80%
AWM
441
Avaii Wealth Management
Wisconsin
$489K
PWM
442
Perigon Wealth Management
California
$480K
SWM
443
Spire Wealth Management
Virginia
$479K -$1.02M -3,977 -68%
9WM
444
9258 Wealth Management
Ohio
$478K -$5.63K -22 -1%
MCM
445
Murphy Capital Management
New Jersey
$477K -$3.84K -15 -0.8%
DBT
446
Dubuque Bank & Trust
Iowa
$474K
GCA
447
Genesee Capital Advisors
New York
$471K
RMA
448
Roffman Miller Associates
Pennsylvania
$471K +$1.02K +4 +0.2%
NFG
449
Nations Financial Group
Iowa
$467K +$33K +129 +8%
NL
450
NWAM LLC
Washington
$466K +$114K +446 +32%

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.