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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
FMC
501
First Merchants Corp
Indiana
$384K
TCM
502
Triumph Capital Management
Colorado
$379K -$160K -625 -30%
AW
503
ACG Wealth
Georgia
$379K +$256 +1 +0.1%
MWM
504
Mission Wealth Management
California
$377K
PWM
505
PRW Wealth Management
Massachusetts
$377K
TGAM
506
TBH Global Asset Management
Tennessee
$376K +$2.3K +9 +0.6%
TFF
507
The Family Firm
Maryland
$375K +$47.1K +184 +14%
Lido Advisors
508
Lido Advisors
California
$373K -$106K -413 -22%
FNBOO
509
First National Bank of Omaha
Nebraska
$373K
OFG
510
Oxford Financial Group
Indiana
$372K
PB
511
Pinnacle Bancorp
Nebraska
$371K
Verition Fund Management
512
Verition Fund Management
Connecticut
$370K +$370K +1,446 New
RHJA
513
Rice Hall James & Associates
California
$368K -$4.18M -16,333 -92%
SOS
514
Silver Oak Securities
Tennessee
$367K +$383K +1,495 New
AAM
515
AMI Asset Management
California
$364K -$648K -2,532 -64%
PPP
516
Private Portfolio Partners
New Jersey
$357K +$52.5K +205 +17%
CAL
517
Capital Advisors Ltd
Ohio
$357K
CB
518
CNB Bank
Pennsylvania
$354K
AMC
519
Asset Management Corp
Illinois
$351K -$86.5K -338 -20%
CCG
520
Coastwise Capital Group
California
$351K +$351K +1,371 New
KFC
521
Klingenstein Fields & Co
New York
$348K -$4.09K -16 -1%
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$25.6K +100 +8%
PAG
523
Paladin Advisory Group
Iowa
$347K +$344K +1,344 New
DB
524
Dravo Bay
Delaware
$343K +$88.3K +345 +35%
WANY
525
Wealthspire Advisors (New York)
New York
$342K -$474K -1,851 -58%

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.