We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF
IWO

897 hedge funds and large institutions have $10.5B invested in iShares Russell 2000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 289 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 51

33% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 218

12% more funds holding

Funds holding: 804 → 897 (+93)

4% more capital invested

Capital invested by funds: $10.2B → $10.5B (+$392M)

0% more funds holding in top 10

Funds holding in top 10: 30 → 30 (0)

0.89% less ownership

Funds ownership: 86.39% → 85.51% (-0.89%)

55% less call options, than puts

Call options by funds: $233M | Put options by funds: $516M

Holders
897
Holders Change
+93
Holders Change %
+11.57%
% of All Funds
13.8%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
154
Increased
289
Reduced
218
Closed
51
Calls
$233M
Puts
$516M
Net Calls
-$283M
Net Calls Change
+$149M

Top Buyers

Rank Fund Capital Flow
1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$542M
2
Bank of America
Bank of America
North Carolina
+$196M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$79.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.2M
5
B
Barings
North Carolina
+$62.1M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$257M
2
Citigroup
Citigroup
New York
-$121M
3
Morgan Stanley
Morgan Stanley
New York
-$120M
4
Goldman Sachs
Goldman Sachs
New York
-$117M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$74.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
876
BDO Wealth Advisors
Florida
$4K -$2.11K -7 -37%
MWM
877
Mascoma Wealth Management
New Hampshire
$4K – – –
CA
878
CoreCap Advisors
Michigan
$4K +$3.62K +12 New
MCM
879
Mill Capital Management
North Carolina
$4K +$4.52K +15 New
SCA
880
Stonebridge Capital Advisors
Minnesota
$3K – – –
TF
881
TimeScale Financial
Massachusetts
$3K – – –
SBL
882
Sargent Bickham Lagudis
Colorado
$3K +$1.21K +4 +67%
MCA
883
Maryland Capital Advisors
Maryland
$3K +$2.71K +9 New
ACM
884
Absolute Capital Management
Pennsylvania
$2.93K +$3.01K +10 New
MP
885
McDonald Partners
Ohio
$2.93K +$3.01K +10 New
AWM
886
Avior Wealth Management
Nebraska
$2K -$4.82K -16 -62%
CI
887
Cordant Inc
Oregon
$2K – – –
CBT
888
CoreFirst Bank & Trust
Kansas
$2K – – –
PA
889
PSI Advisors
Florida
$2K – – –
SCA
890
Sandy Cove Advisors
Massachusetts
$2K +$2.11K +7 New
PCMC
891
Paragon Capital Management (Colorado)
Colorado
$2K +$2.41K +8 New
DWP
892
Destiny Wealth Partners
Florida
$1K – – –
JWM
893
Janiczek Wealth Management
Colorado
$1K – – –
PWMG
894
Prestige Wealth Management Group
New Jersey
$1K – – –
SIS
895
Sound Income Strategies
Florida
$1K – – –
TFA
896
Toth Financial Advisory
Virginia
$1K – – –
DHGWA
897
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$904 +3 New
ED
898
Exane Derivatives
France
$293 – – –
BBHC
899
Brown Brothers Harriman & Co
New York
$280 – – –
LOAMU
900
Lombard Odier Asset Management (USA)
New York
– -$65.5M -223,100 Closed
34 35
36
37 38

IWO Hedge Fund Activity: Q4 2021 in Review

897 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2021, worth a combined $10.5B — up 3.9% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new IWO positions and 51 closed out — a net gain of 103 holders — while 289 added to existing stakes and 218 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $542M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $257M.

  • 897 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2021, up from 804 in Q3 2021.
  • Funds reported $10.5B of iShares Russell 2000 Growth ETF stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 154 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2021 and 51 closed out, a net change of +103 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2021 was Toronto Dominion Bank, an estimated $542M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2021.