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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 %
AI
326
Accredited Investors
Minnesota
$974K – – –
JRP
327
Jasper Ridge Partners
California
$957K – – –
HI
328
Harbour Investments
Wisconsin
$953K +$134K +455 +16%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$944K -$96.9K -330 -9%
WB
330
WesBanco Bank
West Virginia
$940K +$200K +680 +27%
VWA
331
V Wealth Advisors
Kansas
$938K -$2.64K -9 -0.3%
WANY
332
Wealthspire Advisors (New York)
New York
$936K +$73.7K +251 +9%
IIC
333
Ironwood Investment Counsel
Arizona
$932K – – –
APW
334
Acima Private Wealth
Virginia
$931K – – –
GPA
335
Guidance Point Advisors
Massachusetts
$927K -$7.63K -26 -0.8%
FBFS
336
First Business Financial Services
Wisconsin
$925K – – –
HF
337
HRT Financial
New York
$916K -$4.78M -16,289 -84%
MAFM
338
Mid Atlantic Financial Management
Pennsylvania
$915K – – –
MWM
339
Minot Wealth Management
Massachusetts
$915K – – –
HIP
340
HUB Investment Partners
Texas
$914K +$7.93K +27 +0.9%
DT
341
Diversified Trust
Tennessee
$913K +$144K +491 +19%
JWA
342
JFS Wealth Advisors
Pennsylvania
$908K +$62.2K +212 +7%
CC
343
Chicago Capital
Illinois
$905K +$27.9K +95 +3%
GCM
344
Gables Capital Management
Florida
$903K – – –
DTC
345
Davidson Trust Company
Washington
$900K +$65.5K +223 +8%
TW
346
Transform Wealth
Colorado
$898K +$1.76K +6 +0.2%
IF
347
Intrua Financial
Texas
$889K +$12.9K +43 +1%
S
348
SignatureFD
Georgia
$886K +$33.2K +113 +4%
FAIM
349
Financial Advocates Investment Management
Washington
$881K -$667K -2,271 -43%
AA
350
Alesco Advisors
New York
$881K – – –
12 13
14
15 16