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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

676 hedge funds and large institutions have $6.68B invested in iShares Russell 2000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
13.68%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.47%
New
74
Increased
172
Reduced
240
Closed
50
Calls
$82.7M
Puts
$163M
Net Calls
-$80M
Net Calls Change
+$336M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$110M
2
Wells Fargo
Wells Fargo
California
+$59.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.9M
4
BCI
Brinker Capital Investments
Pennsylvania
+$29.2M
5
B
Barings
North Carolina
+$29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$63.6M
2
FWIA
Fort Washington Investment Advisors
Ohio
-$41.3M
3
G
Gainplan
Michigan
-$38.4M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$23M
5
Barclays
Barclays
United Kingdom
-$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
426
Betterment LLC
New York
$333K -$25K -113 -7%
BCC
427
Bridge City Capital
Oregon
$333K – – –
OIA
428
OneDigital Investment Advisors
Kansas
$333K +$40.7K +184 +14%
BO
429
Bank OZK
Arkansas
$332K -$3.98K -18 -1%
EWM
430
Empirical Wealth Management
Washington
$332K – – –
AW
431
ACG Wealth
Georgia
$329K +$222 +1 +0.1%
SIAS
432
Shine Investment Advisory Services
Colorado
$327K -$175K -790 -35%
GRP
433
Global Retirement Partners
California
$327K -$15.5K -70 -5%
BO
434
BRR OpCo
Ohio
$323K – – –
EWM
435
Evercore Wealth Management
New York
$320K -$3.32K -15 -1%
PWPS
436
Pinnacle Wealth Planning Services
Ohio
$318K – – –
AIA
437
Arcadia Investment Advisors
Idaho
$318K – – –
C
438
Certuity
Florida
$313K +$35K +158 +13%
FCCM
439
First City Capital Management
Georgia
$313K +$313K +1,313 New
RFM
440
Royal Fund Management
Florida
$312K +$312K +1,410 New
BL
441
Balentine LLC
Georgia
$311K – – –
SS
442
Simplicity Solutions
Minnesota
$310K -$355K -1,601 -53%
CAL
443
Capital Advisors Ltd
Ohio
$310K -$3.77K -17 -1%
MA
444
Montag & Associates
Georgia
$310K +$3.32K +15 +1%
NFG
445
Next Financial Group
Texas
$308K +$308K +1,390 New
RG
446
Rikoon Group
New Mexico
$307K +$443 +2 +0.1%
KFC
447
Klingenstein Fields & Co
New York
$305K – – –
BW
448
Bison Wealth
Georgia
$304K -$26.6K -120 -8%
CW
449
CreativeOne Wealth
Kansas
$302K +$72K +325 +31%
AIA
450
Arbor Investment Advisors
North Carolina
$300K – – –
16 17
18
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