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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 %
WFA
401
Wellspring Financial Advisors
Ohio
$627K – – –
PFS
402
Prospera Financial Services
Texas
$627K +$2.94K +10 +0.5%
AFP
403
Ausdal Financial Partners
Iowa
$626K +$46.4K +158 +8%
W
404
WealthOne
New York
$626K +$626K +2,132 New
FMW
405
Farr Miller & Washington
District of Columbia
$618K -$98.4K -335 -14%
DJSG
406
D.J. St. Germain
Massachusetts
$615K +$7.34K +25 +1%
SS
407
Sunbelt Securities
Texas
$609K – – –
CWM
408
Cranbrook Wealth Management
Michigan
$607K – – –
CIC
409
Carnegie Investment Counsel
Ohio
$602K -$95.1K -324 -14%
OIA
410
OneDigital Investment Advisors
Kansas
$593K -$48.5K -165 -8%
IWA
411
Inspirion Wealth Advisors
Illinois
$587K – – –
PAM
412
Palisade Asset Management
Minnesota
$580K – – –
FFN
413
Focus Financial Network
Minnesota
$580K +$16.7K +57 +3%
SF
414
Summit Financial
New Jersey
$576K +$70.8K +241 +14%
PRWA
415
Platte River Wealth Advisors
Colorado
$574K +$88.1K +300 +18%
SWP
416
Summit Wealth Partners
Florida
$564K – – –
BW
417
Bison Wealth
Georgia
$558K +$1.76K +6 +0.3%
NCP
418
NexWave Capital Partners
New York
$554K +$588 +2 +0.1%
GF
419
Gries Financial
Ohio
$554K +$554K +1,888 New
NL
420
NWAM LLC
Washington
$553K -$1.31M -4,475 -70%
MCM
421
Murphy Capital Management
New Jersey
$553K – – –
RSWM
422
Robertson Stephens Wealth Management
California
$551K -$2.35K -8 -0.4%
SDWMA
423
Schneider Downs Wealth Management Advisors
Pennsylvania
$548K +$7.63K +26 +1%
ACP
424
Arcus Capital Partners
Georgia
$545K – – –
DBT
425
Dubuque Bank & Trust
Iowa
$545K – – –
15 16
17
18 19