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iShares Russell 2000 Growth ETF

790 hedge funds and large institutions have $7.4B invested in iShares Russell 2000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 247 increasing their positions, 263 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 263

5% less funds holding

Funds holding: 831790 (-41)

7.8% less ownership

Funds ownership: 90.93%83.13% (-7.8%)

18% less capital invested

Capital invested by funds: $9.07B → $7.4B (-$1.67B)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

28% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 103

36% less call options, than puts

Call options by funds: $135M | Put options by funds: $212M

Holders
790
Holders Change
-41
Holders Change %
-4.93%
% of All Funds
13.31%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.32%
New
74
Increased
247
Reduced
263
Closed
103
Calls
$135M
Puts
$212M
Net Calls
-$77M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
51
Waldron Private Wealth
Pennsylvania
$20.5M +$727K +3,262 +3%
APP
52
Avantax Planning Partners
Iowa
$19.3M +$4.88M +21,900 +31%
SI
53
Stephens Inc
Arkansas
$19M -$5.15M -23,079 -20%
MGIA
54
Moneta Group Investment Advisors
Missouri
$18.1M +$3.43M +15,371 +21%
MCM
55
MAI Capital Management
Ohio
$17.5M +$3.67M +16,480 +24%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$16.6M +$2.03M +9,088 +13%
HighTower Advisors
57
HighTower Advisors
Illinois
$15.9M -$532K -2,384 -3%
CAM
58
Cresset Asset Management
Illinois
$15.2M +$8.87M +39,775 +113%
Prudential Financial
59
Prudential Financial
New Jersey
$14.3M -$1.86M -8,361 -11%
VCS
60
Vaughan & Co Securities
New Jersey
$14.1M +$746K +3,344 +5%
WF
61
WoodTrust Financial
Wisconsin
$14.1M +$1.11M +4,985 +8%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$14M
CAM
63
Crestone Asset Management
Colorado
$13.6M +$4.23M +18,986 +41%
MML Investors Services
64
MML Investors Services
Massachusetts
$13.4M +$246K +1,104 +2%
V
65
Veritable
Delaware
$13.4M -$1.39M -6,249 -9%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$12.8M +$66.7K +299 +0.5%
CLCM
67
Crawford Lake Capital Management
New Jersey
$12.8M +$13.8M +62,000 New
KAS
68
Kestra Advisory Services
Texas
$12.7M +$328K +1,471 +2%
WAM
69
Weiss Asset Management
Massachusetts
$12.4M +$13.4M +60,216 New
SAM
70
Stone Asset Management
Texas
$12.3M +$671K +3,008 +5%
ANTB
71
AMG National Trust Bank
Colorado
$12.3M -$188K -843 -1%
TRCT
72
Tower Research Capital (TRC)
New York
$11.9M +$11.1M +49,753 +619%
MA
73
MUFG Americas
New York
$11.7M +$419K +1,879 +3%
Stifel Financial
74
Stifel Financial
Missouri
$11.3M -$281K -1,261 -2%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$11.1M +$5.67M +25,420 +90%

IWO Hedge Fund Activity: Q2 2022 in Review

790 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2022, worth a combined $7.4B — down 18% from $9.07B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IWO and 74 opened new positions — a net loss of 29 holders — while 263 trimmed existing stakes and 247 added.

The largest buyer was Alaska Permanent Fund, adding an estimated $318M. The largest seller was CFS Investment Advisory Services, cutting an estimated $717M.

  • 790 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2022, down from 831 in Q1 2022.
  • Funds reported $7.4B of iShares Russell 2000 Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2022 and 103 closed out, a net change of -29 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2022 was Alaska Permanent Fund, an estimated $318M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2022.