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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
Bank of America
1
Bank of America
North Carolina
$728M +$64.4M +288,884 +9%
Morgan Stanley
2
Morgan Stanley
New York
$638M +$2.11M +9,442 +0.3%
APF
3
Alaska Permanent Fund
Alaska
$453M +$318M +1,427,683 +186%
Goldman Sachs
4
Goldman Sachs
New York
$329M -$47.4M -212,493 -12%
TF
5
TIAA FSB
Florida
$322M -$55.7M -249,787 -14%
B
6
Barings
North Carolina
$287M +$5.75M +25,800 +2%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$258M -$156M -700,003 -36%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$215M +$14M +62,730 +6%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$201M -$1.92M -8,612 -0.9%
Wells Fargo
10
Wells Fargo
California
$197M -$145M -649,657 -41%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$175M +$70.2K +315 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$146M
Fidelity Investments
13
Fidelity Investments
Massachusetts
$132M +$41.3M +185,418 +41%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$122M +$4.74M +21,241 +4%
CK
15
Cohen Klingenstein
New York
$122M
Wellington Management Group
16
Wellington Management Group
Massachusetts
$119M +$61M +273,555 +90%
UBS Group
17
UBS Group
Switzerland
$118M -$38.1M -171,034 -23%
M&T Bank
18
M&T Bank
New York
$98.9M +$10.1M +45,073 +9%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$97.8M +$1.58M +7,100 +2%
Northern Trust
20
Northern Trust
Illinois
$92.7M -$688K -3,085 -0.7%
JP Morgan Chase
21
JP Morgan Chase
New York
$83.2M +$669K +3,001 +0.8%
AllianceBernstein
22
AllianceBernstein
Tennessee
$79.2M +$36.7M +164,398 +75%
DADC
23
D.A. Davidson & Co
Montana
$77.9M +$4.01M +17,966 +5%
US Bancorp
24
US Bancorp
Minnesota
$75.2M +$2.67M +11,995 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$74.2M -$8.25M -37,014 -9%

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.