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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 %
FMC
451
First Merchants Corp
Indiana
$477K – – –
FNBOO
452
First National Bank of Omaha
Nebraska
$473K +$231K +786 +95%
MFW
453
Mosaic Family Wealth
Missouri
$472K -$4.11K -14 -0.9%
CWM
454
Cornerstone Wealth Management
Missouri
$469K – – –
SIC
455
Sigma Investment Counselors
Michigan
$467K – – –
FANJ
456
Financial Architects (New Jersey)
New Jersey
$466K -$16.2K -55 -3%
PIMG
457
Patriot Investment Management Group
Tennessee
$466K – – –
SIM
458
Stratos Investment Management
Ohio
$466K +$466K +1,585 New
ATC
459
Adirondack Trust Company
New York
$465K +$40.6K +132 +10%
AF
460
Allworth Financial
California
$464K – – –
CCA
461
Clearwater Capital Advisors
Illinois
$463K -$17.3K -59 -4%
TFF
462
The Family Firm
Maryland
$462K +$607 +2 +0.1%
CIR
463
Clear Investment Research
Georgia
$451K +$4.41K +15 +1%
RB
464
Renasant Bank
Mississippi
$449K – – –
PAM
465
Pegasus Asset Management
New York
$447K – – –
CWM
466
Cahaba Wealth Management
Georgia
$439K +$587 +2 +0.1%
Cerity Partners
467
Cerity Partners
New York
$435K -$52.9K -180 -11%
KA
468
Kovack Advisors
Florida
$434K +$54.9K +187 +14%
MWM
469
Mission Wealth Management
California
$433K – – –
PWM
470
PRW Wealth Management
Massachusetts
$433K +$433K +1,476 New
BA
471
Bluesphere Advisors
Pennsylvania
$432K -$10.3K -35 -2%
PCIA
472
Prime Capital Investment Advisors
Kansas
$429K -$250K -852 -37%
TGAM
473
TBH Global Asset Management
Tennessee
$429K – – –
C
474
Certuity
Florida
$426K -$1.18K -4 -0.3%
LHC
475
Little House Capital
Massachusetts
$426K +$2.94K +10 +0.7%
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