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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
CWC
101
Carolinas Wealth Consulting
North Carolina
$6.35M -$16.2M -72,456 -70%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$6.26M +$139K +625 +2%
WFA
103
Wipfli Financial Advisors
Wisconsin
$6.21M -$280K -1,256 -4%
FT
104
Fiduciary Trust
Massachusetts
$6.15M -$835K -3,746 -11%
NYLIM
105
New York Life Investment Management
New York
$6.06M +$6.55M +29,378 New
BCIM
106
Bishop & Co Investment Management
Pennsylvania
$5.91M +$630K +2,827 +11%
AI
107
Atria Investments
North Carolina
$5.89M +$2.47M +11,087 +64%
CG
108
Corundum Group
Colorado
$5.81M +$4.39M +19,691 +232%
JIC
109
Johnson Investment Counsel
Ohio
$5.81M +$125K +560 +2%
LFWA
110
LBJ Family Wealth Advisors
Texas
$5.75M -$19.6K -88 -0.3%
MBTD
111
Mechanics Bank - Trust Department
California
$5.73M -$235K -1,052 -4%
HFG
112
Heron Financial Group
New York
$5.65M +$640K +2,872 +12%
Comerica Bank
113
Comerica Bank
Texas
$5.35M -$708K -3,177 -11%
WT
114
Whittier Trust
California
$5.32M +$432K +1,937 +8%
SAM
115
Sequent Asset Management
Texas
$5.29M
MAM
116
MMA Asset Management
Pennsylvania
$5.23M -$266K -1,194 -4%
EWA
117
EP Wealth Advisors
California
$5.2M +$425K +1,907 +8%
MWM
118
Modera Wealth Management
New Jersey
$5.06M +$154K +690 +3%
OCM
119
One Capital Management
California
$5.02M +$644K +2,889 +13%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$4.87M +$538K +2,414 +11%
AA
121
AlphaMark Advisors
Kentucky
$4.85M -$6.69K -30 -0.1%
DY
122
Dowling & Yahnke
California
$4.73M +$354K +1,589 +7%
RWA
123
RGT Wealth Advisors
Texas
$4.68M +$1.92M +8,623 +61%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$4.65M -$517K -2,319 -9%
AAM
125
AMI Asset Management
California
$4.63M +$4.69M +21,027 +1,479%

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.