iShares Russell 2000 Growth ETF
814 hedge funds and large institutions have $6.76B invested in iShares Russell 2000 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 213 increasing their positions, 307 reducing their positions, and 77 closing their positions.
3% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 77
3% less funds holding
Funds holding: 836 → 814 (-22)
3% less funds holding in top 10
Funds holding in top 10: 30 → 29 (-1)
5.32% less ownership
Funds ownership: 78.62% → 73.29% (-5.3%)
10% less capital invested
Capital invested by funds: $7.5B → $6.76B (-$737M)
31% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 307
62% less call options, than puts
Call options by funds: $32.2M | Put options by funds: $85.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$31.5M |
| 2 |
Barclays
London,
United Kingdom
|
+$26M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$23M |
| 4 |
Jane Street
New York
|
+$22.5M |
| 5 |
ICMP
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$129M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$64.4M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$51M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$38.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$31.5M |
IWO Hedge Fund Activity: Q1 2023 in Review
814 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2023, worth a combined $6.76B — down 9.8% from $7.5B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IWO positions and 77 closed out — a net gain of 2 holders — while 213 added to existing stakes and 307 trimmed.
The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $31.5M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $129M sold.
- 814 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2023, down from 836 in Q4 2022.
- Funds reported $6.76B of iShares Russell 2000 Growth ETF stock for Q1 2023, down 9.8% quarter-over-quarter.
- 79 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2023 and 77 closed out, a net change of +2 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $31.5M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2023 was Toronto Dominion Bank, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2023.