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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% β†’ 90.93% (+5.4%)

7% less funds holding

Funds holding: 897 β†’ 831 (-66)

14% less capital invested

Capital invested by funds: $10.5B β†’ $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 β†’ 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
Name Holding Trade Value Shares
Change
Change in
Stake
KA
651
Klingman & Associates
New York
$209K – – –
QT
652
Quantbot Technologies
New York
$208K +$209K +816 New
BFG
653
Barber Financial Group
Kansas
$206K +$256 +1 +0.1%
MCC
654
Money Concepts Capital
Florida
$206K +$197K +769 +2,197%
IAMOG
655
Investors Asset Management of Georgia
Georgia
$205K – – –
RIL
656
Rothschild Investment LLC
Illinois
$205K – – –
WTA
657
Washington Trust Advisors
Massachusetts
$205K +$14.6K +57 +8%
Simplex Trading
658
Simplex Trading
Illinois
$204K -$5.26M -20,541 -96%
CG
659
Caprock Group
Idaho
$203K -$1.72M -6,726 -89%
WPWM
660
Windward Private Wealth Management
Kansas
$203K -$73.2K -286 -26%
FWM
661
Frontier Wealth Management
Missouri
$203K +$256 +1 +0.1%
AA
662
Addison Advisors
Vermont
$202K – – –
HA
663
HFG Advisors
Ohio
$201K – – –
RF
664
Resolute Financial
Massachusetts
$201K – – –
EIP
665
Ellis Investment Partners
Pennsylvania
$200K -$80.6K -315 -29%
FFG
666
Fullen Financial Group
Ohio
$200K – – –
RW
667
REDW Wealth
New Mexico
$200K – – –
PP
668
PFS Partners
New Jersey
$196K -$574K -2,244 -75%
EWM
669
Evermay Wealth Management
Virginia
$193K +$193K +753 New
FA
670
Faithward Advisors
Pennsylvania
$178K – – –
EW
671
Element Wealth
Mississippi
$176K – – –
BL
672
Balentine LLC
Georgia
$175K – – –
SSB
673
Sandy Spring Bank
Maryland
$175K – – –
RP
674
Rice Partnership
Hawaii
$156K – – –
PO
675
Private Ocean
California
$146K – – –

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 β€” down 14% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of IWO and 71 opened new positions β€” a net loss of 52 holders β€” 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.