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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 %
GC
301
Garde Capital
Washington
$1.23M – – –
STA
302
Summit Trail Advisors
New York
$1.23M +$574K +1,955 +88%
CAG
303
Crestwood Advisors Group
Massachusetts
$1.21M -$31.4K -107 -3%
LNC
304
Lincoln National Corp
Pennsylvania
$1.21M -$379K -1,291 -24%
FNBT
305
FineMark National Bank & Trust
Florida
$1.21M +$17K +58 +1%
EH
306
Equitable Holdings
New York
$1.2M -$3.56M -12,115 -75%
GIA
307
GHP Investment Advisors
Colorado
$1.17M +$81K +276 +7%
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$1.13M +$26.1K +89 +2%
TA
309
Tiedemann Advisors
New York
$1.1M -$1.44M -4,888 -57%
FWP
310
FAS Wealth Partners
Kansas
$1.1M +$79.9K +272 +8%
KTC
311
Kistler-Tiffany Companies
Pennsylvania
$1.09M – – –
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$1.09M +$342K +1,164 +46%
SWA
313
SOA Wealth Advisors
New York
$1.08M +$128K +437 +14%
CG
314
Cutler Group
California
$1.07M +$1.07M +3,660 New
SCM
315
Stordahl Capital Management
Colorado
$1.07M -$5.87K -20 -0.5%
GL
316
Graypoint LLC
New York
$1.07M – – –
FNBSF
317
First National Bank Sioux Falls
South Dakota
$1.06M – – –
First Trust Advisors
318
First Trust Advisors
Illinois
$1.06M -$101K -344 -9%
CBN
319
Cadence Bank NA
Texas
$1.06M -$6.75K -23 -0.6%
BB
320
Bell Bank
North Dakota
$1.06M – – –
PFC
321
Phocas Financial Corp
California
$1.05M -$47K -160 -4%
SS
322
Simplicity Solutions
Minnesota
$1.01M +$502K +1,708 +99%
AAM
323
Autus Asset Management
Arizona
$1M -$20K -68 -2%
KMWM
324
Keudell/Morrison Wealth Management
Oregon
$998K – – –
AP
325
Appleton Partners
Massachusetts
$982K – – –
11 12
13
14 15