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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
BEI
751
Benjamin Edwards Inc
Missouri
$36K
PCTC
752
Perkins Coie Trust Company
Washington
$36K
ADL
753
Asset Dedication LLC
California
$35K
SFC
754
SYM Financial Corp
Indiana
$35K
AWM
755
Accel Wealth Management
Iowa
$34K
CFD
756
Creative Financial Designs
Indiana
$33K +$512 +2 +2%
RDIA
757
RE Dickinson Investment Advisors
Iowa
$32K -$2.12M -8,298 -99%
HR
758
Howe & Rusling
New York
$32K
NFSG
759
Newbridge Financial Services Group
Florida
$32K
NSB
760
Norway Savings Bank
Maine
$32K
TC
761
Trust Company
Kansas
$30K
GLLW
762
Graves Light Lenhart Wealth
Virginia
$28K
Optiver Holding
763
Optiver Holding
Netherlands
$28K
TWA
764
TCI Wealth Advisors
Arizona
$26K -$8.19K -32 -24%
ME
765
McIlrath & Eck
Washington
$24K
VCM
766
Vigilant Capital Management
Maine
$23K -$57.3K -224 -71%
RG
767
Retirement Group
California
$23K -$19.2K -75 -45%
VCM
768
Versant Capital Management
Arizona
$23K -$15.4K -60 -40%
EWM
769
EPG Wealth Management
Georgia
$23K
GTAM
770
Global Trust Asset Management
Florida
$23K +$256 +1 +1%
IFAM
771
Institutional & Family Asset Management
Colorado
$21K -$2.56K -10 -11%
CIAS
772
Capital Investment Advisory Services
North Carolina
$21K
MCM
773
Manchester Capital Management
Vermont
$20K -$102K -400 -84%
HDIM
774
Hanson & Doremus Investment Management
Vermont
$20K +$6.4K +25 +46%
CAAS
775
Capital Asset Advisory Services
Michigan
$19K

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.