We are live on ! Find out more
IWO icon

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
HH
626
Hilltop Holdings
Texas
$223K -$36.6K -143 -14%
NLG
627
New Legacy Group
New York
$221K
DWMG
628
DB Wealth Management Group
California
$220K -$71.2K -278 -24%
GWS
629
Glassman Wealth Services
Virginia
$220K
PIP
630
Peachtree Investment Partners
Florida
$220K
MAG
631
MRA Advisory Group
New Jersey
$219K
IFWM
632
Institute for Wealth Management
Colorado
$218K -$4.61K -18 -2%
GT
633
Greenleaf Trust
Michigan
$217K -$8.45K -33 -4%
TCOV
634
Trust Company of Vermont
Vermont
$217K
FA
635
FC Advisory
Pennsylvania
$217K +$217K +848 New
TW
636
Towerpoint Wealth
California
$216K -$43.5K -170 -17%
1832 Asset Management
637
1832 Asset Management
Ontario, Canada
$216K
CS
638
Cannell & Spears
New York
$216K
CFAM
639
Coury Firm Asset Management
Pennsylvania
$216K +$216K +843 New
RAM
640
Roanoke Asset Management
New Jersey
$215K
MA
641
Mutual Advisors
Nebraska
$215K +$7.93K +31 +4%
KFI
642
Key Financial Inc
Pennsylvania
$214K
LI
643
LMCG Investments
Massachusetts
$214K +$214K +835 New
WAOTB
644
Wealth Advisors of Tampa Bay
Florida
$212K
3LCM
645
3D/L Capital Management
Connecticut
$212K +$11.3K +44 +6%
FFA
646
Fragasso Financial Advisors
Pennsylvania
$212K +$30.7K +120 +17%
LWA
647
LWS Wealth Advisors
New Jersey
$211K
MLICM
648
Metropolitan Life Insurance Company (MetLife)
New York
$211K
SIM
649
Stratos Investment Management
Ohio
$210K -$28.7K -112 -12%
SW
650
SteelPeak Wealth
California
$210K

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.