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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
LS
801
Leelyn Smith
Illinois
$7K
TCWA
802
Ten Capital Wealth Advisors
Washington
$7K
BCMLT
803
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K +$6.66K +26 New
LAS
804
Lloyd Advisory Services
Georgia
$7K +$7.17K +28 New
AFS
805
Annapolis Financial Services
Maryland
$6K
FFA
806
Founders Financial Alliance
North Carolina
$6K
HCP
807
Hexagon Capital Partners
Arkansas
$6K
MW
808
Milestone Wealth
New York
$6K
GFPC
809
Global Financial Private Client
Florida
$5.95K +$2.05K +8 +53%
SWA
810
Sutton Wealth Advisors
Florida
$5.37K
AW
811
Avion Wealth
Texas
$5K
BA
812
Ballast Advisors
Minnesota
$5K
CWP
813
Concord Wealth Partners
Virginia
$4K -$22.3K -87 -84%
PP
814
PrairieView Partners
Minnesota
$4K
TH
815
TCTC Holdings
Texas
$3K -$3.07K -12 -50%
BWA
816
BDO Wealth Advisors
Florida
$3K
SBL
817
Sargent Bickham Lagudis
Colorado
$3K
AWM
818
Avior Wealth Management
Nebraska
$2K
CI
819
Cordant Inc
Oregon
$2K
CBT
820
CoreFirst Bank & Trust
Kansas
$2K
MCA
821
Maryland Capital Advisors
Maryland
$2K
PA
822
PSI Advisors
Florida
$2K
SCA
823
Sandy Cove Advisors
Massachusetts
$2K
TF
824
TimeScale Financial
Massachusetts
$2K
DHGWA
825
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.02K +4 +133%

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.