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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 %
VOYA Investment Management
351
VOYA Investment Management
Georgia
$869K -$1.67M -5,688 -66%
ST
352
Smithfield Trust
Pennsylvania
$869K – – –
MIAS
353
Mason Investment Advisory Services
Virginia
$857K -$3.23K -11 -0.4%
SIA
354
Stegner Investment Associates
Kentucky
$855K -$57.8K -197 -6%
WCF
355
West Coast Financial
California
$847K – – –
HCM
356
Hollencrest Capital Management
California
$844K -$36.7K -125 -4%
EAM
357
Evanson Asset Management
California
$832K – – –
DIA
358
Dana Investment Advisors
Wisconsin
$831K +$239K +814 +40%
KF
359
Krilogy Financial
Missouri
$823K – – –
ASN
360
Advisory Services Network
Georgia
$821K +$161K +549 +24%
TC
361
TownSquare Capital
Utah
$815K +$399K +1,360 +96%
FB
362
Fulton Bank
Pennsylvania
$796K – – –
SFPG
363
Stonebridge Financial Planning Group
Florida
$794K -$16.7K -52 -2%
FF
364
FourThought Financial
Florida
$790K +$216K +735 +38%
ATPW
365
Ashton Thomas Private Wealth
Arizona
$789K +$167K +569 +27%
GT
366
Glenview Trust
Kentucky
$788K – – –
Fuller & Thaler Asset Management
367
Fuller & Thaler Asset Management
California
$782K +$107K +363 +16%
TSS
368
Two Sigma Securities
New York
$771K +$147K +500 +24%
IAIM
369
International Assets Investment Management
Florida
$769K +$881 +3 +0.1%
OPWM
370
Oxinas Partners Wealth Management
Indiana
$760K +$277K +944 +57%
VC
371
Veery Capital
Delaware
$758K -$294 -1 -0%
PP
372
Prosperity Planning
Missouri
$757K +$10.6K +36 +1%
LIA
373
LS Investment Advisors
Michigan
$756K – – –
TP
374
Tranquility Partners
Tennessee
$751K -$26.4K -90 -3%
NWA
375
Navis Wealth Advisors
New York
$744K – – –
13 14
15
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