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iShares Russell 2000 Growth ETF
IWO

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: 897 → 831 (-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: 30 → 24 (-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

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$824M
2
APF
Alaska Permanent Fund
Alaska
+$197M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$51.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$292M
2
Wells Fargo
Wells Fargo
California
-$129M
3
Bank of America
Bank of America
North Carolina
-$58.6M
4
CA
CSM Advisors
Pennsylvania
-$34M
5
NRA
NSI Retail Advisors
Pennsylvania
-$34M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
551
Inverness Counsel
New York
$313K – – –
WS
552
Wedbush Securities
California
$305K – – –
SMC
553
Smith, Moore & Co
Missouri
$304K +$256 +1 +0.1%
CCM
554
Colorado Capital Management
Colorado
$303K -$30.5K -119 -9%
CCM
555
Coldstream Capital Management
Washington
$303K +$303K +1,185 New
S
556
Surevest
California
$302K – – –
AIA
557
Arbor Investment Advisors
North Carolina
$301K – – –
CNBTD
558
Citizens National Bank Trust Department
Mississippi
$301K – – –
MMHP
559
Murphy Middleton Hinkle & Parker
Georgia
$301K +$256 +1 +0.1%
EIP
560
Easterly Investment Partners
Massachusetts
$299K – – –
TFS
561
Thoroughbred Financial Services
Tennessee
$299K +$7.17K +28 +2%
FCBT
562
First Citizens Bank & Trust
North Carolina
$299K +$299K +1,168 New
BFA
563
Bragg Financial Advisors
North Carolina
$296K +$296K +1,156 New
CWM
564
Cordatus Wealth Management
Pennsylvania
$295K +$22K +86 +8%
NCM
565
Nelson Capital Management
California
$294K -$11.5K -45 -4%
MAM
566
Madison Asset Management
Wisconsin
$292K +$3.58K +14 +1%
SCM
567
SCS Capital Management
Massachusetts
$292K +$292K +1,141 New
CWM
568
Cahaba Wealth Management
Georgia
$289K +$3.33K +13 +1%
MCA
569
Morris Capital Advisors
Pennsylvania
$289K +$9.98K +39 +4%
TSW
570
Thompson Siegel & Walmsley
Virginia
$287K – – –
IAG
571
Investmark Advisory Group
Connecticut
$287K +$80.9K +316 +39%
BAM
572
Barrett Asset Management
New York
$285K – – –
ATC
573
Argent Trust Co
Tennessee
$283K – – –
MA
574
MONECO Advisors
Connecticut
$282K -$7.42K -29 -3%
MCM
575
Maryland Capital Management
Maryland
$282K – – –
21 22
23
24 25

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.