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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
CFSG
126
Clark Financial Services Group
Missouri
$6.18M +$57.8K +226 +0.9%
WT
127
Whittier Trust
California
$6.1M +$1.37M +5,362 +29%
MWM
128
Modera Wealth Management
New Jersey
$6.1M -$74.2K -290 -1%
AA
129
AlphaMark Advisors
Kentucky
$6.02M -$25.6K -100 -0.4%
EWA
130
EP Wealth Advisors
California
$5.96M +$1.17M +4,574 +24%
WF
131
Welch & Forbes
Massachusetts
$5.64M -$63K -246 -1%
LTL
132
Lowery Thomas LLC
California
$5.62M -$634K -2,478 -10%
CDIA
133
Capital Directions Investment Advisors
Georgia
$5.58M -$19.2K -75 -0.3%
MAM
134
MMA Asset Management
Pennsylvania
$5.54M +$596K +2,328 +10%
GSWM
135
Golden State Wealth Management
California
$5.52M -$411K -1,607 -7%
EVM
136
Eaton Vance Management
Massachusetts
$5.5M -$110K -428 -2%
OCM
137
One Capital Management
California
$5.49M +$415K +1,622 +8%
DY
138
Dowling & Yahnke
California
$5.46M +$361K +1,412 +7%
CGA
139
Crescent Grove Advisors
Illinois
$5.42M -$60.7K -237 -1%
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$5.42M +$5.22M +20,405 +2,653%
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$5.29M +$3.31M +12,927 +166%
3F
142
360 Financial
Minnesota
$5.16M +$336K +1,312 +7%
CCP
143
Corient Capital Partners
California
$5.12M +$231K +901 +5%
Barclays
144
Barclays
United Kingdom
$5.05M +$2.53M +9,887 +100%
RA
145
Rodgers & Associates
Pennsylvania
$4.99M +$464K +1,812 +10%
Principal Financial Group
146
Principal Financial Group
Iowa
$4.99M -$461K -1,800 -8%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$4.99M -$233K -911 -4%
EFG
148
Erickson Financial Group
Pennsylvania
$4.98M +$1.31M +5,104 +36%
Franklin Resources
149
Franklin Resources
California
$4.82M -$1.01M -3,961 -17%
MBT
150
Montecito Bank & Trust
California
$4.81M -$56.3K -220 -1%

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.