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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
CCG
476
Cypress Capital Group
Florida
$414K +$32K +125 +8%
ATC
477
Adirondack Trust Company
New York
$410K +$15.4K +60 +4%
LSA
478
L & S Advisors
California
$408K -$11.5K -45 -3%
CWM
479
Cornerstone Wealth Management
Missouri
$408K -$4.35K -17 -1%
SIC
480
Sigma Investment Counselors
Michigan
$406K
WH
481
Willner & Heller
California
$406K +$512 +2 +0.1%
GIA
482
Gladstone Institutional Advisory
Florida
$405K -$45K -176 -10%
HFA
483
High Falls Advisors
New York
$405K -$25.3K -99 -6%
AF
484
Allworth Financial
California
$405K
SFA
485
Sequoia Financial Advisors
Ohio
$404K +$74.2K +290 +22%
CPSC
486
Carl P. Sherr & Co
Massachusetts
$403K -$563K -2,201 -58%
FF
487
FourThought Financial
Florida
$401K -$340K -1,328 -46%
Wealthfront Advisers
488
Wealthfront Advisers
California
$399K +$78.6K +307 +25%
PRWA
489
Platte River Wealth Advisors
Colorado
$398K -$102K -400 -20%
AHC
490
Anderson Hoagland & Co
Missouri
$398K
PIMG
491
Patriot Investment Management Group
Tennessee
$396K
CWM
492
CCG Wealth Management
California
$396K +$396K +1,549 New
OR
493
Olympiad Research
Connecticut
$395K -$544K -2,124 -58%
AssetMark Inc
494
AssetMark Inc
California
$392K +$48.6K +190 +14%
Bessemer Group
495
Bessemer Group
New Jersey
$391K +$7.68K +30 +2%
CCA
496
Clearwater Capital Advisors
Illinois
$390K
PAM
497
Pegasus Asset Management
New York
$390K
RB
498
Renasant Bank
Mississippi
$389K
CIR
499
Clear Investment Research
Georgia
$385K -$13.8K -54 -3%
EPA
500
Element Pointe Advisors
Florida
$384K -$46.1K -180 -11%

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.