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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
CAP
101
Columbia Advisory Partners
Washington
$8.3M +$8.31M +32,468 New
WFA
102
Wipfli Financial Advisors
Wisconsin
$8.02M -$119K -464 -1%
SW
103
SkyOak Wealth
Michigan
$8.01M +$1.01M +3,927 +14%
MOACM
104
Mutual of America Capital Management
New York
$7.89M +$2.2M +8,609 +39%
CCMG
105
Clark Capital Management Group
Pennsylvania
$7.8M +$7.81M +30,509 New
Citadel Advisors
106
Citadel Advisors
Florida
$7.78M +$4.56M +17,829 +142%
CWC
107
Carolinas Wealth Consulting
North Carolina
$7.67M -$2.77M -10,841 -10%
CAN
108
Cetera Advisor Networks
California
$7.62M +$1.49M +5,813 +24%
William Blair Investment Management
109
William Blair Investment Management
Illinois
$7.47M +$5.92M +23,126 +380%
MBTD
110
Mechanics Bank - Trust Department
California
$7.38M -$355K -1,386 -5%
GCM
111
Geneva Capital Management
Wisconsin
$7.37M -$6.27M -24,516 -46%
FC
112
Ferris Capital
Massachusetts
$7.36M
IA
113
IndexIQ Advisors
New York
$7.33M -$2.2M -8,596 -23%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$7.32M -$119K -464 -2%
Fiera Capital (Canada)
115
Fiera Capital (Canada)
Quebec, Canada
$7.26M -$16.3M -63,567 -69%
PAG
116
Private Advisor Group
New Jersey
$7.08M +$339K +1,324 +5%
JIC
117
Johnson Investment Counsel
Ohio
$7.05M +$268K +1,049 +4%
Comerica Bank
118
Comerica Bank
Texas
$6.86M -$2.17M -8,486 -23%
LFWA
119
LBJ Family Wealth Advisors
Texas
$6.82M +$1.79K +7 +0%
BCIM
120
Bishop & Co Investment Management
Pennsylvania
$6.6M +$828K +3,234 +14%
SAM
121
Sequent Asset Management
Texas
$6.55M
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$6.36M -$3.64M -14,205 -36%
FWM
123
FSA Wealth Management
Massachusetts
$6.29M
HFG
124
Heron Financial Group
New York
$6.27M +$190K +741 +3%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$6.22M -$377K -1,473 -6%

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.