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iShares Russell 2000 Growth ETF

790 hedge funds and large institutions have $7.4B invested in iShares Russell 2000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 247 increasing their positions, 263 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 263

5% less funds holding

Funds holding: 831790 (-41)

7.8% less ownership

Funds ownership: 90.93%83.13% (-7.8%)

18% less capital invested

Capital invested by funds: $9.07B → $7.4B (-$1.67B)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

28% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 103

36% less call options, than puts

Call options by funds: $135M | Put options by funds: $212M

Holders
790
Holders Change
-41
Holders Change %
-4.93%
% of All Funds
13.31%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.32%
New
74
Increased
247
Reduced
263
Closed
103
Calls
$135M
Puts
$212M
Net Calls
-$77M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
76
BlackRock
New York
$11.1M -$4.47M -20,046 -27%
Mariner
77
Mariner
Kansas
$11M -$38.1K -171 -0.3%
GW
78
GW & Wade
Massachusetts
$10.8M -$224K -1,006 -2%
PIA
79
Powell Investment Advisors
Florida
$10.7M +$1.18M +5,272 +11%
FAM
80
Flaharty Asset Management
Florida
$10.5M +$749K +3,359 +7%
CA
81
Cetera Advisors
Colorado
$10.3M -$331K -1,485 -3%
SF
82
Synovus Financial
Georgia
$10.2M +$430K +1,928 +4%
CP
83
Covenant Partners
Tennessee
$9.95M +$605K +2,714 +6%
RFA
84
RTD Financial Advisors
Pennsylvania
$9.79M +$1.23M +5,508 +13%
BDF
85
Balasa Dinverno & Foltz
$9.68M +$2.28M +10,236 +28%
DPIM
86
Duff & Phelps Investment Management
Illinois
$9.67M +$33.4K +150 +0.3%
FHA
87
First Horizon Advisors
Tennessee
$9.03M +$1.2M +5,378 +14%
SWPG
88
Strategic Wealth Partners Group
Illinois
$8.4M +$182K +816 +2%
CC
89
Courier Capital
New York
$8.39M +$164K +734 +2%
HWA
90
Hillcrest Wealth Advisors
New Jersey
$8.36M +$194K +870 +2%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$8.29M -$963K -4,318 -10%
WTC
92
WhitTier Trust Company
Nevada
$8.24M -$49.1K -220 -0.5%
UCFA
93
United Capital Financial Advisors
Texas
$8.18M +$84.7K +380 +1%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$8.07M +$331K +1,486 +4%
BF
95
BOK Financial
Oklahoma
$7.51M -$82.7K -371 -1%
MOACM
96
Mutual of America Capital Management
New York
$6.93M +$616K +2,763 +9%
William Blair & Company
97
William Blair & Company
Illinois
$6.79M -$228K -1,021 -3%
GCM
98
Geneva Capital Management
Wisconsin
$6.75M +$872K +3,911 +14%
CAP
99
Columbia Advisory Partners
Washington
$6.69M -$10.3K -46 -0.1%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$6.35M -$3.44M -15,429 -33%

IWO Hedge Fund Activity: Q2 2022 in Review

790 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2022, worth a combined $7.4B — down 18% from $9.07B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of IWO and 74 opened new positions — a net loss of 29 holders — while 263 trimmed existing stakes and 247 added.

The largest buyer was Alaska Permanent Fund, adding an estimated $318M. The largest seller was CFS Investment Advisory Services, cutting an estimated $717M.

  • 790 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2022, down from 831 in Q1 2022.
  • Funds reported $7.4B of iShares Russell 2000 Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2022 and 103 closed out, a net change of -29 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2022 was Alaska Permanent Fund, an estimated $318M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2022.