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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
DWP
826
Destiny Wealth Partners
Florida
$1K
JWM
827
Janiczek Wealth Management
Colorado
$1K
PWMG
828
Prestige Wealth Management Group
New Jersey
$1K
SIS
829
Sound Income Strategies
Florida
$1K
TFA
830
Toth Financial Advisory
Virginia
$1K
MA
831
MCF Advisors
Kentucky
$1K +$1.28K +5 New
Macquarie Group
832
Macquarie Group
Australia
$416 -$14.4M -56,120 -97%
ED
833
Exane Derivatives
France
$256
CA
834
CSM Advisors
Pennsylvania
-$34M -115,993 Closed
NRA
835
NSI Retail Advisors
Pennsylvania
-$34M -115,993 Closed
VIP
836
Vantage Investment Partners
Missouri
-$7.55M -25,765 Closed
VOYA Investment Management
837
VOYA Investment Management
Georgia
-$7.37M -25,153 Closed
KCM
838
Karp Capital Management
California
-$6.25M -21,336 Closed
Victory Capital Management
839
Victory Capital Management
Texas
-$4.97M -16,969 Closed
EAM
840
Eagle Asset Management
Florida
-$4.27M -14,498 Closed
Voloridge Investment Management
841
Voloridge Investment Management
Florida
-$3.91M -13,354 Closed
LWMG
842
Levy Wealth Management Group
Pennsylvania
-$3.19M -10,887 Closed
NIP
843
Nicholas Investment Partners
California
-$3.18M -10,842 Closed
SCM
844
Sandler Capital Management
New York
-$3.08M -10,500 Closed
Neuberger Berman Group
845
Neuberger Berman Group
New York
-$2.83M -9,668 Closed
ORI
846
Oak Ridge Investments
Illinois
-$2.81M -9,605 Closed
OAM
847
Oppenheimer Asset Management
New York
-$2.78M -9,472 Closed
WCP
848
Welch Capital Partners
New York
-$2.7M -9,209 Closed
FFA
849
First Foundation Advisors
California
-$1.98M -6,764 Closed
DHFB
850
Dixon Hubard Feinour & Brown
Virginia
-$1.75M -5,969 Closed

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.