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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 %
CPSC
276
Carl P. Sherr & Co
Massachusetts
$1.49M +$32K +109 +2%
RWG
277
Ratio Wealth Group
Colorado
$1.49M +$10.6K +36 +0.7%
KCM
278
Kennicott Capital Management
California
$1.47M – – –
HSA
279
HBK Sorce Advisory
Pennsylvania
$1.47M +$39K +133 +3%
SG
280
StoneX Group
New York
$1.45M +$67K +228 +5%
EAM
281
Eukles Asset Management
Ohio
$1.43M +$2.35K +8 +0.2%
AIM
282
Arcadia Investment Management
Michigan
$1.42M +$66.9K +228 +5%
SAS
283
Sage Advisory Services
Texas
$1.42M – – –
SLT
284
St Louis Trust
Missouri
$1.42M – – –
HB
285
Homrich & Berg
Georgia
$1.41M -$6.75K -23 -0.5%
VanEck Associates
286
VanEck Associates
New York
$1.41M +$436K +1,486 +45%
AFC
287
AFT Forsyth & Company
Florida
$1.38M – – –
IC
288
Intersect Capital
California
$1.37M +$131K +446 +11%
BFS
289
Bickling Financial Services
Massachusetts
$1.37M +$15.6K +53 +1%
AIC
290
Ameritas Investment Company
Nebraska
$1.35M +$19.4K +66 +1%
DWM
291
Darwin Wealth Management
Florida
$1.35M -$1.43M -4,869 -51%
BFO
292
Boston Family Office
Massachusetts
$1.33M – – –
OAM
293
Occidental Asset Management
California
$1.3M +$39.6K +135 +3%
FCA
294
FinTrust Capital Advisors
South Carolina
$1.28M -$119K -404 -8%
OR
295
Olympiad Research
Connecticut
$1.26M -$185K -631 -13%
AIA
296
Armor Investment Advisors
North Carolina
$1.26M -$47.6K -162 -4%
RP
297
Riverbridge Partners
Minnesota
$1.25M +$636K +2,166 +103%
TCM
298
Triumph Capital Management
Colorado
$1.25M +$49.3K +168 +4%
VWA
299
Visionary Wealth Advisors
Illinois
$1.24M +$351K +1,196 +40%
TAM
300
Townsend Asset Management
North Carolina
$1.23M – – –
10 11
12
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