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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
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K
OIA
677
Optimum Investment Advisors
Illinois
$140K
TSWM
678
Tyler-Stone Wealth Management
Ohio
$137K
AWM
679
Activest Wealth Management
Florida
$134K -$367K -1,433 -73%
AWM
680
Atticus Wealth Management
Florida
$128K
CM
681
Castleark Management
Illinois
$128K
KIG
682
Kessler Investment Group
Indiana
$128K +$128K +500 New
FM
683
Family Management
New York
$120K
PFPT
684
Pinnacle Financial Partners (Tennessee)
Tennessee
$118K -$238K -929 -67%
Lazard Asset Management
685
Lazard Asset Management
New York
$115K
RIM
686
Rockbridge Investment Management
New York
$111K +$9.47K +37 +9%
TFGT
687
TS Financial Group (TSFG)
Illinois
$111K
MCM
688
Mill Capital Management
North Carolina
$105K +$101K +395 +2,633%
CG
689
Cutler Group
California
$102K +$102K +400 New
CT
690
Caldwell Trust
Florida
$102K
EIM
691
Essex Investment Management
Massachusetts
$100K -$3.18M -12,424 -97%
AF
692
Advisornet Financial
Minnesota
$98K -$10.8K -42 -10%
AA
693
Ancora Advisors
Ohio
$96K
CTB
694
Country Trust Bank
Illinois
$96K
SWM
695
Sugarloaf Wealth Management
Georgia
$94K
Koshinski Asset Management
696
Koshinski Asset Management
Illinois
$91.8K -$36.6K -143 -28%
WPA
697
West Paces Advisors
Georgia
$91K
GM
698
GeoWealth Management
Illinois
$89K -$19.7K -77 -18%
WBC
699
West Branch Capital
Massachusetts
$83K -$61.2K -239 -43%
KA
700
Kozak & Associates
Colorado
$83K

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.