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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
HIMC
926
Heritage Investors Management Corp
Maryland
-$200K -683 Closed
FMB
927
Field & Main Bank
Kentucky
-$190K -650 Closed
HNWA
928
Henrickson Nauta Wealth Advisors
Michigan
-$154K -604 Closed
EBA
929
Eagle Bay Advisors
New York
-$176K -600 Closed
DSC
930
Duncker Streett & Co
Missouri
-$147K -500 Closed
CF
931
Centaurus Financial
California
-$112K -381 Closed
SCA
932
Snowden Capital Advisors
New York
-$108K -371 Closed
CA
933
Cornerstone Advisory
Maryland
-$86K -294 Closed
SFM
934
Signet Financial Management
New Jersey
-$72K -244 Closed
SIC
935
Salem Investment Counselors
North Carolina
-$35K -119 Closed
AWA
936
Amplius Wealth Advisors
Pennsylvania
-$32K -112 Closed
RK
937
Rather & Kittrell
Tennessee
-$29K -100 Closed
OA
938
Operose Advisors
Wisconsin
-$23K -80 Closed
LFA
939
Level Financial Advisors
New York
-$23K -77 Closed
RIA
940
Richwood Investment Advisors
Ohio
-$19K -65 Closed
ONST
941
Old North State Trust
North Carolina
-$19K -64 Closed
RPCONE
942
Retirement Planning Company of New England
Rhode Island
-$16K -55 Closed
CSWM
943
Cassady Schiller Wealth Management
Ohio
-$15K -53 Closed
AC
944
AlphaCore Capital
California
-$12K -42 Closed
CP
945
Corbenic Partners
Pennsylvania
-$9K -32 Closed
TCWM
946
Total Clarity Wealth Management
Illinois
-$9K -32 Closed
TC
947
TAP Consulting
Missouri
-$9K -31 Closed
KFAA
948
Klaas Financial Asset Advisors
Illinois
-$8K -26 Closed
EWM
949
Elmwood Wealth Management
California
-$7K -25 Closed
ST
950
Sageworth Trust
Pennsylvania
-$5K -16 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.