iShares Russell 2000 Growth ETF
836 hedge funds and large institutions have $7.5B invested in iShares Russell 2000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 67 closing their positions.
99% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 67
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
14% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 237
10% more capital invested
Capital invested by funds: $6.85B → $7.5B (+$651M)
6% more funds holding
Funds holding: 788 → 836 (+48)
7.43% less ownership
Funds ownership: 86.05% → 78.62% (-7.4%)
89% less call options, than puts
Call options by funds: $32.6M | Put options by funds: $291M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$61.6M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$40.1M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$37.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.5M |
| 5 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$101M |
| 2 |
Goldman Sachs
New York
|
-$71.3M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$65.5M |
| 4 |
JP Morgan Chase
New York
|
-$43.7M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$34M |
IWO Hedge Fund Activity: Q4 2022 in Review
836 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2022, worth a combined $7.5B — up 9.5% from $6.85B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new IWO positions and 67 closed out — a net gain of 66 holders — while 270 added to existing stakes and 237 trimmed.
The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was Alaska Permanent Fund, cutting an estimated $101M.
- 836 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2022, up from 788 in Q3 2022.
- Funds reported $7.5B of iShares Russell 2000 Growth ETF stock for Q4 2022, up 9.5% quarter-over-quarter.
- 133 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2022 and 67 closed out, a net change of +66 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2022 was Bank of America, an estimated $61.6M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2022 was Alaska Permanent Fund, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2022.