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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
ML
901
Mayport LLC
Massachusetts
-$225K -769 Closed
PGA
902
Portland Global Advisors
Maine
-$222K -759 Closed
SA
903
Shilanski & Associates
Alaska
-$222K -758 Closed
WI
904
WrapManager Inc
California
-$222K -757 Closed
BB
905
Berkshire Bank
Massachusetts
-$220K -750 Closed
ZCM
906
Ziegler Capital Management
Illinois
-$220K -750 Closed
SI
907
Shaker Investments
Ohio
-$217K -741 Closed
DC
908
Davenport & Co
Virginia
-$216K -738 Closed
IA
909
IFG Advisory
Georgia
-$216K -738 Closed
BWM
910
BT Wealth Management
Georgia
-$213K -728 Closed
WA
911
Wealth Architects
California
-$213K -726 Closed
CFA
912
Cahill Financial Advisors
Minnesota
-$210K -719 Closed
TDWM
913
Topel & Distasi Wealth Management
California
-$210K -716 Closed
HFS
914
Heritage Financial Services
Massachusetts
-$209K -715 Closed
BAM
915
Berkshire Asset Management
Pennsylvania
-$207K -705 Closed
LCM
916
LVM Capital Management
Michigan
-$205K -700 Closed
BTW
917
Boston Trust Walden
Massachusetts
-$205K -699 Closed
1CP
918
17 Capital Partners
Arizona
-$204K -695 Closed
PP
919
Palladium Partners
Virginia
-$204K -695 Closed
MPI
920
Mairs & Power Inc
Minnesota
-$203K -694 Closed
TNBTD
921
Trustmark National Bank Trust Department
Mississippi
-$203K -693 Closed
ONB
922
Old National Bancorp
Indiana
-$203K -692 Closed
FNT
923
First Nebraska Trust
Nebraska
-$202K -688 Closed
MIA
924
MainStreet Investment Advisors
Illinois
-$201K -685 Closed
MCM
925
Mengis Capital Management
Oregon
-$200K -685 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.