IWO icon

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 %
KPWS
376
Kestra Private Wealth Services
Texas
$739K +$455K +1,550 +160%
GPA
377
Garrison Point Advisors
California
$738K – – –
PHAM
378
Palisades Hudson Asset Management
Florida
$732K – – –
LNWTC
379
Laird Norton Wetherby Trust Company
Washington
$731K – – –
CAL
380
Capital Analysts LLC
Pennsylvania
$729K -$34.4K -117 -5%
AL
381
Aspiriant LLC
California
$725K – – –
OFG
382
Oxford Financial Group
Indiana
$710K -$2.06K -7 -0.3%
PWM
383
PBMares Wealth Management
Virginia
$709K -$254K -865 -26%
IC
384
IEQ Capital
California
$708K +$294 +1 +0%
PA
385
Parallel Advisors
California
$701K -$58.7K -200 -8%
TNA
386
True North Advisors
Texas
$700K -$8.8K -30 -1%
MCA
387
Morris Capital Advisors
Pennsylvania
$698K – – –
RHJA
388
Rice Hall James & Associates
California
$698K +$222K +755 +47%
ECM
389
Elgethun Capital Management
South Dakota
$695K -$587K -2,000 -46%
CW
390
CreativeOne Wealth
Kansas
$691K +$123K +418 +22%
NOI
391
Newton One Investments
Delaware
$689K +$881 +3 +0.1%
SAM
392
Seelaus Asset Management
New Jersey
$680K – – –
WI
393
Wedgewood Investors
Pennsylvania
$664K -$30.8K -105 -4%
NAM
394
NTV Asset Management
West Virginia
$654K – – –
LWANC
395
Laurel Wealth Advisors (North Carolina)
North Carolina
$652K -$33.7K -115 -5%
B
396
Bailard
California
$649K – – –
FNT
397
First National Trust
Pennsylvania
$644K +$11.7K +40 +2%
PWM
398
Perigon Wealth Management
California
$642K -$44K -150 -6%
HPC
399
HM Payson & Co
Maine
$638K – – –
CFG
400
Citizens Financial Group
Rhode Island
$635K +$635K +2,162 New
14 15
16
17 18