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iShares Russell 2000 Growth ETF

790 hedge funds and large institutions have $7.4B invested in iShares Russell 2000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 247 increasing their positions, 263 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 263

5% less funds holding

Funds holding: 831790 (-41)

7.8% less ownership

Funds ownership: 90.93%83.13% (-7.8%)

18% less capital invested

Capital invested by funds: $9.07B → $7.4B (-$1.67B)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

28% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 103

36% less call options, than puts

Call options by funds: $135M | Put options by funds: $212M

Holders
790
Holders Change
-41
Holders Change %
-4.93%
% of All Funds
13.31%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.32%
New
74
Increased
247
Reduced
263
Closed
103
Calls
$135M
Puts
$212M
Net Calls
-$77M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$72.3M +$19.8M +89,020 +34%
Financial Engines Advisors
27
Financial Engines Advisors
California
$70.5M +$664K +2,977 +0.9%
LPL Financial
28
LPL Financial
California
$69.6M +$1.32M +5,914 +2%
CB
29
Commerce Bank
Missouri
$52M -$2.01M -9,026 -3%
Citigroup
30
Citigroup
New York
$50.1M -$43.9M -196,739 -45%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$44.3M -$11.7M -52,664 -20%
Truist Financial
32
Truist Financial
North Carolina
$43.6M -$3.7M -16,580 -7%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$41.3M
BPWM
34
Badgley Phelps Wealth Managers
Washington
$38.6M -$1.21M -5,436 -3%
Creative Planning
35
Creative Planning
Kansas
$37.1M +$5.98M +26,808 +18%
SEI Investments
36
SEI Investments
Pennsylvania
$36.6M +$10.7M +48,077 +37%
Brown Advisory
37
Brown Advisory
Maryland
$34.9M +$16.7M +74,896 +79%
KeyBank National Association
38
KeyBank National Association
Ohio
$34.7M -$946K -4,243 -2%
RJA
39
Raymond James & Associates
Florida
$31.2M -$4.06M -18,196 -11%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$29.8M +$19.7M +88,527 +158%
BCI
41
Brinker Capital Investments
Pennsylvania
$29.8M -$1.78M -7,970 -5%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$13.4M +59,962 +83%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$25.4M +$1.16M +5,180 +5%
Osaic Holdings
44
Osaic Holdings
Arizona
$25.1M -$1.03M -4,602 -4%
Ameriprise
45
Ameriprise
Minnesota
$24.6M +$3.41M +15,295 +15%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$24.5M -$1.52M -6,800 -5%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$22.9M +$12.5M +55,874 +102%
FWIA
48
Fort Washington Investment Advisors
Ohio
$21.7M
CL
49
Choreo LLC
Illinois
$21.5M +$1.32M +5,921 +6%
SAM
50
Silvercrest Asset Management
New York
$21.3M -$473K -2,123 -2%

IWO Hedge Fund Activity: Q2 2022 in Review

790 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2022, worth a combined $7.4B — down 18% from $9.07B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IWO and 74 opened new positions — a net loss of 29 holders — while 263 trimmed existing stakes and 247 added.

The largest buyer was Alaska Permanent Fund, adding an estimated $318M. The largest seller was CFS Investment Advisory Services, cutting an estimated $717M.

  • 790 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2022, down from 831 in Q1 2022.
  • Funds reported $7.4B of iShares Russell 2000 Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2022 and 103 closed out, a net change of -29 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2022 was Alaska Permanent Fund, an estimated $318M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2022.