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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 %
Lido Advisors
426
Lido Advisors
California
$545K +$84.4K +288 +18%
AI
427
AXS Investments
New York
$545K +$545K +1,857 New
GCA
428
Genesee Capital Advisors
New York
$540K +$540K +1,840 New
RMA
429
Roffman Miller Associates
Pennsylvania
$538K +$538K +1,834 New
DBRC
430
D.B. Root & Company
Pennsylvania
$527K – – –
TWP
431
Tempus Wealth Planning
California
$526K +$108K +369 +26%
PAS
432
Park Avenue Securities
New York
$525K +$149K +509 +40%
CMI
433
Clare Market Investments
Texas
$517K +$104K +353 +25%
MWA
434
Martel Wealth Advisors
Washington
$514K -$2.94K -10 -0.6%
WI
435
Wintrust Investments
Illinois
$511K -$35.5K -121 -7%
RWA
436
Ropes Wealth Advisors
Massachusetts
$510K – – –
GP
437
Girard Partners
Pennsylvania
$507K -$586 -2 -0.1%
SC
438
Savant Capital
Illinois
$507K +$63.4K +216 +14%
AIM
439
Allen Investment Management
New York
$505K – – –
AMC
440
Asset Management Corp
Illinois
$502K – – –
MA
441
Montag & Associates
Georgia
$499K +$1.47K +5 +0.3%
BIA
442
BHK Investment Advisors
Alabama
$498K -$19.7K -67 -4%
NA
443
NewEdge Advisors
Louisiana
$498K +$498K +1,695 New
HFA
444
High Falls Advisors
New York
$494K +$294 +1 +0.1%
GIA
445
Gladstone Institutional Advisory
Florida
$494K +$27K +92 +6%
JIC
446
Joel Isaacson & Co
New York
$490K – – –
CFGS
447
Concourse Financial Group Securities
Alabama
$490K +$49.9K +170 +11%
CFFP
448
Center for Financial Planning
Michigan
$488K – – –
ISL
449
Ingalls & Snyder LLC
New York
$484K – – –
AHC
450
Anderson Hoagland & Co
Missouri
$481K – – –
16 17
18
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