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.
6% less repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 263
5% less funds holding
Funds holding: 831 → 790 (-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: 24 → 19 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$318M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$64.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$61M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$717M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$156M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$145M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$55.7M |
| 5 |
Goldman Sachs
New York
|
-$47.4M |
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.