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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
FSA
876
Financial Sense Advisors
California
-$408K -1,392 Closed
GC
877
Gratus Capital
Georgia
-$395K -1,347 Closed
WP
878
WealthPLAN Partners
Nebraska
-$328K -1,294 Closed
TAM
879
Tocqueville Asset Management
New York
-$338K -1,155 Closed
CIA
880
CCM Investment Advisers
South Carolina
-$336K -1,148 Closed
GSC
881
Ground Swell Capital
South Carolina
-$331K -1,129 Closed
FA
882
FDx Advisors
Illinois
-$326K -1,112 Closed
6F
883
626 Financial
Michigan
-$307K -1,046 Closed
AWM
884
Axxcess Wealth Management
California
-$283K -966 Closed
PCM
885
Presidio Capital Management
California
-$283K -966 Closed
FUBT
886
First United Bank & Trust
Maryland
-$278K -949 Closed
IB
887
Intrust Bank
Kansas
-$274K -935 Closed
PFO
888
Pathstone Family Office
New Jersey
-$273K -933 Closed
DG
889
DMC Group
Alabama
-$220K -930 Closed
CWP
890
Corepath Wealth Partners
Arizona
-$248K -902 Closed
RWA
891
River Wealth Advisors
Pennsylvania
-$256K -875 Closed
SCM
892
Southport Capital Management
Tennessee
-$253K -864 Closed
BTWM
893
Baker Tilly Wealth Management
Wisconsin
-$251K -858 Closed
HAS
894
HBW Advisory Services
California
-$250K -852 Closed
SB
895
Sunflower Bank
Texas
-$243K -830 Closed
YWP
896
YorkBridge Wealth Partners
New York
-$241K -823 Closed
EP
897
Edgestream Partners
New Jersey
-$233K -794 Closed
GLA
898
Good Life Advisors
Pennsylvania
-$230K -783 Closed
SWA
899
Strategies Wealth Advisors
Michigan
-$226K -773 Closed
DPI
900
Diversified Portfolios Inc
Michigan
-$226K -770 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.