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
TFP
726
Tilia Fiduciary Partners
North Carolina
$51K
JHCP
727
Jackson Hole Capital Partners
Oklahoma
$49K
CCP
728
Clarkston Capital Partners
Michigan
$49K +$256 +1 +0.5%
IF
729
Integrity Financial
Wyoming
$49K +$2.3K +9 +5%
WIM
730
Wittenberg Investment Management
Massachusetts
$49K +$48.9K +191 New
RCM
731
Raleigh Capital Management
North Carolina
$48K +$47.9K +187 New
CH
732
Canton Hathaway
Rhode Island
$47K
CFO
733
CVA Family Office
Colorado
$47K
WB
734
West Bancorporation
Iowa
$46K -$2.81K -11 -6%
CIA
735
Choate Investment Advisors
Massachusetts
$45K -$22K -86 -33%
BWL
736
Bogart Wealth LLC
Virginia
$45K -$1.02K -4 -2%
APC
737
Aspire Private Capital
North Carolina
$45K
SFA
738
Semmax Financial Advisors
North Carolina
$44K
PCA
739
Providence Capital Advisors
North Carolina
$43K +$43.5K +170 New
CB
740
Community Bank
New York
$41K
T
741
TCWP
Ohio
$41K +$41.5K +162 New
AIC
742
Archer Investment Corporation
Indiana
$40.5K -$31.2K -122 -42%
PAI
743
Pittenger & Anderson Inc
Nebraska
$40K
SMA
744
Sage Mountain Advisors
Georgia
$39K
GI
745
Gradient Investments
Minnesota
$39K +$2.05K +8 +6%
ETI
746
Enterprise Trust & Investment
California
$38K
FMTCOCP
747
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
NF
748
Norwood Financial
Pennsylvania
$38K +$3.84K +15 +11%
BBPWM
749
Blue Bell Private Wealth Management
Pennsylvania
$38K +$38.4K +150 New
PWP
750
Pursue Wealth Partners
California
$37.6K +$38.6K +151 New

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.