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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
CFB
151
Cullen/Frost Bankers
Texas
$4.73M +$2.73M +10,675 +136%
BPA
152
Beacon Pointe Advisors
California
$4.71M +$354K +1,384 +8%
AI
153
Atria Investments
North Carolina
$4.46M +$2.09M +8,160 +88%
QC
154
Quent Capital
New York
$4.41M +$968K +3,782 +28%
GT
155
Glenmede Trust
Pennsylvania
$4.33M -$394K -1,539 -8%
HNB
156
Huntington National Bank
Ohio
$4.28M
RZH
157
Relyea Zuckerberg Hanson
Connecticut
$4.17M +$2.26M +8,849 +112%
OFS
158
Oldfather Financial Services
Nebraska
$4.16M +$264K +1,030 +6%
TFA
159
Tobias Financial Advisors
Florida
$4.14M +$4.14M +16,173 New
RWG
160
Regal Wealth Group
California
$4.1M +$4.09K +16 +0.1%
SPIA
161
Steward Partners Investment Advisory
New York
$4.09M -$2.12M -8,293 -34%
HIA
162
Harbor Investment Advisory
Maryland
$4.08M +$132K +514 +3%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$4.05M +$195K +762 +5%
SBH
164
Segall Bryant & Hamill
Illinois
$4.03M +$4.02M +15,705 New
QCG
165
Quadrant Capital Group
Ohio
$4.03M
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$3.82M +$63.5K +248 +2%
FAM
167
Fred Alger Management
New York
$3.82M -$21.5M -84,066 -85%
PWM
168
Provident Wealth Management
Tennessee
$3.75M +$512K +2,002 +16%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$3.75M -$581K -2,271 -13%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$3.66M +$933K +3,645 +34%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$3.65M +$35.1K +137 +1%
XF
172
XML Financial
Maryland
$3.63M +$410K +1,600 +13%
RWA
173
RGT Wealth Advisors
Texas
$3.59M +$3.55M +13,871 +7,621%
CG
174
Colony Group
Massachusetts
$3.5M -$256K -999 -7%
1IA
175
1834 Investment Advisors
Wisconsin
$3.41M -$7.68K -30 -0.2%

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.