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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
HighTower Advisors
51
HighTower Advisors
Illinois
$20.4M -$1.37M -5,352 -6%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$20M +$1.23M +4,805 +7%
Prudential Financial
53
Prudential Financial
New Jersey
$19.7M -$462K -1,805 -2%
BlackRock
54
BlackRock
New York
$18.9M -$5.43M -21,233 -22%
MGIA
55
Moneta Group Investment Advisors
Missouri
$18.5M +$47.6K +186 +0.3%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$1.53M +5,992 +9%
APP
57
Avantax Planning Partners
Iowa
$18.3M -$157K -615 -0.9%
V
58
Veritable
Delaware
$18.2M +$1.39M +5,448 +8%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$18.2M +$54.5K +213 +0.3%
SFP
60
Shepherd Financial Partners
Massachusetts
$18M +$3.36M +13,126 +23%
MCM
61
MAI Capital Management
Ohio
$17.5M +$1.58M +6,157 +10%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M
VCS
63
Vaughan & Co Securities
New Jersey
$16.6M +$1.04M +4,063 +7%
MML Investors Services
64
MML Investors Services
Massachusetts
$16.3M -$2.45M -9,564 -13%
WF
65
WoodTrust Financial
Wisconsin
$16.2M +$1.23M +4,788 +8%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$15.8M -$155K -607 -1%
ANTB
67
AMG National Trust Bank
Colorado
$15.4M -$149K -584 -1%
KAS
68
Kestra Advisory Services
Texas
$15.3M +$156K +609 +1%
SAM
69
Stone Asset Management
Texas
$14.5M -$632K -2,471 -4%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$14.3M +$2.48M +9,676 +21%
Stifel Financial
71
Stifel Financial
Missouri
$14.3M -$3.1M -12,094 -18%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$14.1M -$271K -1,058 -2%
MA
73
MUFG Americas
New York
$14M -$326K -1,275 -2%
GW
74
GW & Wade
Massachusetts
$13.7M -$252K -986 -2%
Mariner
75
Mariner
Kansas
$13.7M +$1.99M +7,774 +17%

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.