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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

894 hedge funds and large institutions have $10.5B invested in iShares Russell 2000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 288 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+93
Holders Change %
+11.61%
% of All Funds
13.81%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
154
Increased
288
Reduced
218
Closed
51
Calls
$233M
Puts
$516M
Net Calls
-$283M
Net Calls Change
+$149M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$528M
2
Bank of America
Bank of America
North Carolina
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$77.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.4M
5
B
Barings
North Carolina
+$60.4M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$250M
2
Citigroup
Citigroup
New York
-$118M
3
Morgan Stanley
Morgan Stanley
New York
-$116M
4
Goldman Sachs
Goldman Sachs
New York
-$114M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Clearstead Advisors
Ohio
$1.07M +$743K +2,534 +228%
GL
352
Graypoint LLC
New York
$1.07M – – –
OPWM
353
Oxinas Partners Wealth Management
Indiana
$1.06M +$305K +1,040 +40%
PFC
354
Phocas Financial Corp
California
$1.06M +$11.7K +40 +1%
SCM
355
Stordahl Capital Management
Colorado
$1.06M -$13.5K -46 -1%
BB
356
Bell Bank
North Dakota
$1.06M – – –
CAM
357
Cresset Asset Management
Illinois
$1.05M +$1.05M +3,595 New
CT
358
Cambridge Trust
Massachusetts
$1.04M +$1.04M +3,542 New
AI
359
Accredited Investors
Minnesota
$1.02M +$49K +167 +5%
ECM
360
ExodusPoint Capital Management
New York
$1.02M -$1.24M -4,223 -55%
ASN
361
Advisory Services Network
Georgia
$1.02M +$198K +676 +24%
IIC
362
Ironwood Investment Counsel
Arizona
$1.02M +$84.9K +290 +9%
KMWM
363
Keudell/Morrison Wealth Management
Oregon
$996K – – –
SWA
364
SOA Wealth Advisors
New York
$987K -$92.6K -315 -9%
AP
365
Appleton Partners
Massachusetts
$981K +$1.17K +4 +0.1%
AAM
366
Autus Asset Management
Arizona
$975K -$24.9K -85 -2%
LIA
367
LS Investment Advisors
Michigan
$971K +$217K +740 +29%
PWP
368
Perfromance Wealth Partners
Illinois
$968K +$968K +3,303 New
CC
369
Chicago Capital
Illinois
$966K +$63K +215 +7%
JRP
370
Jasper Ridge Partners
California
$955K – – –
CMI
371
Clare Market Investments
Texas
$955K +$438K +1,496 +85%
JWA
372
JFS Wealth Advisors
Pennsylvania
$944K +$37.5K +128 +4%
WANY
373
Wealthspire Advisors (New York)
New York
$935K +$293 +1 +0%
APW
374
Acima Private Wealth
Virginia
$929K – – –
FNBSF
375
First National Bank Sioux Falls
South Dakota
$926K -$132K -450 -12%
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15
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