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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
GKWIM
451
Gerber Kawasaki Wealth & Investment Management
California
$463K -$99.8K -390 -18%
HIIFS
452
Harel Insurance Investments & Financial Services
Israel
$460K +$461K +1,800 New
SWP
453
Summit Wealth Partners
Florida
$459K
PCIA
454
Prime Capital Investment Advisors
Kansas
$458K
JIC
455
Joel Isaacson & Co
New York
$458K +$44.8K +175 +10%
IAIM
456
International Assets Investment Management
Florida
$457K -$58.9K -230 -11%
KA
457
Kovack Advisors
Florida
$454K -$2.56K -10 -0.6%
RWA
458
Ropes Wealth Advisors
Massachusetts
$443K -$1.02K -4 -0.2%
SC
459
Savant Capital
Illinois
$442K +$1.02K +4 +0.2%
CFFP
460
Center for Financial Planning
Michigan
$442K +$16.6K +65 +4%
WP
461
WealthShield Partners
North Carolina
$440K -$92.4K -361 -17%
AIM
462
Allen Investment Management
New York
$440K
TWP
463
Total Wealth Planning
Ohio
$440K +$154K +603 +54%
OIA
464
OneDigital Investment Advisors
Kansas
$439K -$22.3K -87 -5%
UCB
465
United Community Bank
South Carolina
$437K
GP
466
Girard Partners
Pennsylvania
$435K -$5.63K -22 -1%
MA
467
Montag & Associates
Georgia
$435K
Renaissance Technologies
468
Renaissance Technologies
New York
$435K +$435K +1,700 New
BIA
469
BHK Investment Advisors
Alabama
$434K
AIM
470
Athena Investment Management
California
$430K +$434K +1,694 New
TC
471
TownSquare Capital
Utah
$429K -$1.64M -6,415 -79%
ML
472
McAdam LLC
Pennsylvania
$423K +$423K +1,653 New
ISL
473
Ingalls & Snyder LLC
New York
$422K
Betterment LLC
474
Betterment LLC
New York
$421K +$72.4K +283 +21%
WI
475
Wintrust Investments
Illinois
$419K -$23.3K -91 -5%

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.