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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
LPL Financial
26
LPL Financial
California
$84.8M -$2.29M -8,961 -3%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$77.4M +$49.3M +192,447 +175%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$68.3M -$7.14M -27,912 -9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$66.8M +$1.44M +5,644 +2%
CB
30
Commerce Bank
Missouri
$66.7M +$1.29M +5,034 +2%
Truist Financial
31
Truist Financial
North Carolina
$58.2M -$2.16M -8,434 -4%
AllianceBernstein
32
AllianceBernstein
Tennessee
$56.1M +$270K +1,055 +0.5%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$51.1M +$51.2M +200,000 New
BPWM
34
Badgley Phelps Wealth Managers
Washington
$49.2M +$1.26M +4,911 +3%
KeyBank National Association
35
KeyBank National Association
Ohio
$44M -$877K -3,426 -2%
RJA
36
Raymond James & Associates
Florida
$43.3M -$9.88M -38,603 -19%
Creative Planning
37
Creative Planning
Kansas
$39.1M +$25.4M +99,350 +185%
BCI
38
Brinker Capital Investments
Pennsylvania
$39M +$3.65M +14,255 +10%
AAP
39
Arax Advisory Partners
Colorado
$37.2M +$37.2M +145,453 +105,401%
SEI Investments
40
SEI Investments
Pennsylvania
$33.4M +$4.84M +18,898 +17%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$32.1M -$499K -1,950 -2%
Osaic Holdings
42
Osaic Holdings
Arizona
$31.7M -$1.38M -5,381 -4%
SI
43
Stephens Inc
Arkansas
$29.5M -$6M -23,441 -17%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$29.3M +$2.15M +8,397 +8%
SAM
45
Silvercrest Asset Management
New York
$26.9M -$299K -1,168 -1%
FWIA
46
Fort Washington Investment Advisors
Ohio
$26.9M
Ameriprise
47
Ameriprise
Minnesota
$26.6M +$5.26M +20,555 +25%
CL
48
Choreo LLC
Illinois
$25.2M +$3.71M +14,496 +17%
WPW
49
Waldron Private Wealth
Pennsylvania
$24.5M -$754K -2,946 -3%
Brown Advisory
50
Brown Advisory
Maryland
$24.2M -$6.71M -26,226 -22%

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.