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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
CPA
526
Cardiff Park Advisors
California
$341K +$256 +1 +0.1%
CA
527
Clearstead Advisors
Ohio
$340K -$593K -2,316 -64%
PCA
528
Personal Capital Advisors
California
$340K -$175K -683 -34%
APA
529
American Portfolios Advisors
New York
$340K -$33.5K -131 -9%
SCI
530
S&CO Inc
Massachusetts
$339K
MSA
531
Marino Stram & Associates
Massachusetts
$338K
MC
532
Moors & Cabot
Massachusetts
$338K +$41K +160 +14%
RWM
533
Ritholtz Wealth Management
New York
$337K -$75.8K -296 -18%
BBW
534
Blue Barn Wealth
Utah
$337K +$1.02K +4 +0.3%
BO
535
BRR OpCo
Ohio
$336K
KWS
536
Keystone Wealth Services
California
$335K -$181K -709 -35%
WMA
537
West Michigan Advisors
Michigan
$335K +$31.2K +122 +10%
BW
538
Bison Wealth
Georgia
$334K -$142K -556 -30%
SFG
539
Summit Financial Group
West Virginia
$332K
BSB
540
Bangor Savings Bank
Maine
$330K
BAAM
541
Baker Avenue Asset Management
California
$330K +$44.3K +173 +15%
Parallax Volatility Advisers
542
Parallax Volatility Advisers
California
$330K +$330K +1,290 New
LW
543
Linscomb Wealth
Texas
$328K
BA
544
Bluesphere Advisors
Pennsylvania
$324K -$53.5K -209 -14%
AWM
545
Aprio Wealth Management
Georgia
$323K
FGG
546
Financial Guidance Group
Florida
$322K +$322K +1,260 New
RIM
547
Regent Investment Management
Kentucky
$320K
VCP
548
Verus Capital Partners
Arizona
$315K +$368K +1,439 New
RWM
549
Rockwood Wealth Management
Pennsylvania
$314K +$46.1K +180 +17%
IWM
550
IHT Wealth Management
Illinois
$314K -$9.47K -37 -3%

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.