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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

801 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 246 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-14
Holders Change %
-1.72%
% of All Funds
14.07%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.53%
New
58
Increased
246
Reduced
231
Closed
59
Calls
$170M
Puts
$602M
Net Calls
-$432M
Net Calls Change
+$30.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$107M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$82.3M
3
LOAMU
Lombard Odier Asset Management (USA)
New York
+$61M
4
B
Barings
North Carolina
+$29.4M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$26.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$106M
2
Bank of America
Bank of America
North Carolina
-$43.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$22M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$11.4M
5
MWM
MinichMacGregor Wealth Management
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
226
Relyea Zuckerberg Hanson
Connecticut
$2.19M -$377K -1,283 -15%
FTS
227
Fifth Third Securities
Ohio
$2.14M +$2.14M +7,277 New
MFW
228
Meristem Family Wealth
Minnesota
$2.09M -$52.3K -178 -2%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$2.08M +$2.05M +6,979 +6,979%
CCM
230
Carlson Capital Management
Minnesota
$2.07M +$2.07M +7,040 New
SQA
231
Simon Quick Advisors
New Jersey
$2.06M +$59K +201 +3%
TPCW
232
TD Private Client Wealth
New York
$2.06M -$253K -861 -11%
MAM
233
Meeder Asset Management
Ohio
$2.04M -$764K -2,603 -27%
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$2.02M +$605K +2,061 +43%
SHGA
235
Sand Hill Global Advisors
California
$2.02M -$20.6K -70 -1%
CCA
236
Cobblestone Capital Advisors
New York
$1.98M -$73.4K -250 -4%
JA
237
JVL Associates
Michigan
$1.98M – – –
JGIA
238
Jackson Grant Investment Advisers
Connecticut
$1.91M -$129K -438 -6%
HCMT
239
Highland Capital Management (Tennessee)
Tennessee
$1.89M +$2.94K +10 +0.2%
LWCFA
240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.85M -$181K -615 -9%
SGAM
241
Stephens Group Asset Management
Arkansas
$1.85M +$20.3K +69 +1%
AI
242
Atria Investments
North Carolina
$1.83M +$499K +1,699 +37%
AAS
243
Avantax Advisory Services
Texas
$1.82M +$415K +1,410 +30%
Citadel Advisors
244
Citadel Advisors
Florida
$1.81M +$1.45M +4,941 +402%
MFGP
245
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.81M -$48.5K -165 -3%
T. Rowe Price Associates
246
T. Rowe Price Associates
Maryland
$1.77M – – –
SWM
247
Shakespeare Wealth Management
Wisconsin
$1.76M -$23.2K -78 -1%
TYCC
248
Texas Yale Capital Corp
Florida
$1.76M – – –
DHFB
249
Dixon Hubard Feinour & Brown
Virginia
$1.74M +$24.7K +84 +1%
FBB
250
Fulton Breakefield Broenniman
Maryland
$1.73M -$23.5K -80 -1%
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