IWO icon

iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

829 hedge funds and large institutions have $9.06B invested in iShares Russell 2000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 241 increasing their positions, 282 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-65
Holders Change %
-7.27%
% of All Funds
13.12%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.38%
New
71
Increased
241
Reduced
282
Closed
122
Calls
$305M
Puts
$547M
Net Calls
-$243M
Net Calls Change
+$40.2M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$196M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$252M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$51.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$77.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$499M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$181M
2
Wells Fargo
Wells Fargo
California
$410M
3
Bank of America
Bank of America
North Carolina
$829M
4
CA
CSM Advisors
Pennsylvania
$0
5
NRA
NSI Retail Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
426
D.J. St. Germain
Massachusetts
$526K – – –
CIC
427
Carnegie Investment Counsel
Ohio
$525K -$55K -215 -9%
SIA
428
Stegner Investment Associates
Kentucky
$518K -$227K -887 -30%
SDWMA
429
Schneider Downs Wealth Management Advisors
Pennsylvania
$517K +$39.2K +153 +8%
GF
430
Gries Financial
Ohio
$508K +$256 +1 +0.1%
PAM
431
Palisade Asset Management
Minnesota
$505K – – –
SWM
432
Southern Wealth Management
Texas
$502K -$66.7K -261 -12%
SGAM
433
Stephens Group Asset Management
Arkansas
$502K – – –
AIM
434
Arcadia Investment Management
Michigan
$501K -$671K -2,625 -57%
CWM
435
Cranbrook Wealth Management
Michigan
$500K -$28.9K -113 -5%
MFC
436
Morris Financial Concepts
South Carolina
$500K – – –
WFA
437
Wellspring Financial Advisors
Ohio
$496K -$50.1K -196 -9%
MWA
438
Martel Wealth Advisors
Washington
$491K +$30.7K +120 +7%
CWA
439
Consilio Wealth Advisors
Washington
$490K -$2M -7,820 -80%
AWM
440
Avaii Wealth Management
Wisconsin
$489K – – –
PWM
441
Perigon Wealth Management
California
$480K – – –
SWM
442
Spire Wealth Management
Virginia
$479K -$1.02M -3,977 -68%
9WM
443
9258 Wealth Management
Ohio
$478K -$5.63K -22 -1%
MCM
444
Murphy Capital Management
New Jersey
$477K -$3.83K -15 -0.8%
DBT
445
Dubuque Bank & Trust
Iowa
$474K – – –
GCA
446
Genesee Capital Advisors
New York
$471K – – –
RMA
447
Roffman Miller Associates
Pennsylvania
$471K +$1.02K +4 +0.2%
NFG
448
Nations Financial Group
Iowa
$467K +$33K +129 +8%
NL
449
NWAM LLC
Washington
$466K +$114K +446 +32%
GKWIM
450
Gerber Kawasaki Wealth & Investment Management
California
$463K -$99.7K -390 -18%
16 17
18
19 20