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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
NA
851
NewEdge Advisors
Louisiana
-$1.71M -5,831 Closed
OWA
852
Opal Wealth Advisors
New York
-$1.71M -5,827 Closed
Allianz Asset Management
853
Allianz Asset Management
Germany
-$1.55M -5,300 Closed
Wolverine Trading
854
Wolverine Trading
Illinois
-$1.56M -5,292 Closed
BCM
855
BlueCrest Capital Management
Jersey
-$1.47M -5,010 Closed
BAMCO Inc
856
BAMCO Inc
New York
-$1.32M -4,521 Closed
JF
857
JSF Financial
California
-$1.29M -4,401 Closed
VanEck Associates
858
VanEck Associates
New York
-$1.22M -4,170 Closed
WA
859
Wasatch Advisors
Utah
-$1.09M -3,730 Closed
OPWM
860
Oxinas Partners Wealth Management
Indiana
-$1.06M -3,629 Closed
ECM
861
ExodusPoint Capital Management
New York
-$1.02M -3,477 Closed
AAM
862
Autus Asset Management
Arizona
-$975K -3,326 Closed
HIP
863
HUB Investment Partners
Texas
-$908K -3,099 Closed
KWM
864
Kolinsky Wealth Management
New Jersey
-$476K -2,823 Closed
HF
865
HRT Financial
New York
-$822K -2,805 Closed
GKIM
866
GW&K Investment Management
Massachusetts
-$781K -2,665 Closed
Westfield Capital Management
867
Westfield Capital Management
Massachusetts
-$714K -2,435 Closed
CS
868
Comerica Securities
Michigan
-$627K -2,141 Closed
WA
869
Wealth Alliance
New York
-$592K -2,020 Closed
TWP
870
Tempus Wealth Planning
California
-$567K -1,935 Closed
LCM
871
Leisure Capital Management
California
-$564K -1,924 Closed
BMM
872
Buffington Mohr McNeal
Idaho
-$549K -1,873 Closed
ACP
873
Arcus Capital Partners
Georgia
-$545K -1,858 Closed
RSWM
874
Robertson Stephens Wealth Management
California
-$477K -1,628 Closed
ODIJL
875
One Day In July LLC
Vermont
-$418K -1,426 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.