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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

894 hedge funds and large institutions have $10.5B invested in iShares Russell 2000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 288 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+93
Holders Change %
+11.61%
% of All Funds
13.81%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
154
Increased
288
Reduced
218
Closed
51
Calls
$233M
Puts
$516M
Net Calls
-$283M
Net Calls Change
+$149M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$528M
2
Bank of America
Bank of America
North Carolina
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$77.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.4M
5
B
Barings
North Carolina
+$60.4M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$250M
2
Citigroup
Citigroup
New York
-$118M
3
Morgan Stanley
Morgan Stanley
New York
-$116M
4
Goldman Sachs
Goldman Sachs
New York
-$114M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
451
D.J. St. Germain
Massachusetts
$602K -$11.7K -40 -2%
SFPG
452
Stonebridge Financial Planning Group
Florida
$602K – – –
IWA
453
Inspirion Wealth Advisors
Illinois
$600K +$13.5K +46 +2%
WA
454
Wealth Alliance
New York
$592K +$592K +2,020 New
IAIM
455
International Assets Investment Management
Florida
$591K -$176K -601 -23%
KWS
456
Keystone Wealth Services
California
$591K +$591K +2,018 New
FFN
457
Focus Financial Network
Minnesota
$584K +$5.57K +19 +1%
GF
458
Gries Financial
Ohio
$582K +$28.4K +97 +5%
PAM
459
Palisade Asset Management
Minnesota
$579K – – –
5L
460
55I LLC
Massachusetts
$579K +$213K +726 +58%
SGAM
461
Stephens Group Asset Management
Arkansas
$575K -$1.27M -4,341 -69%
AWM
462
Activest Wealth Management
Florida
$573K +$443K +1,514 +342%
MFC
463
Morris Financial Concepts
South Carolina
$573K +$573K +1,954 New
TWP
464
Tempus Wealth Planning
California
$567K +$42.2K +144 +8%
PCA
465
Personal Capital Advisors
California
$564K +$204K +729 +57%
LCM
466
Leisure Capital Management
California
$564K +$564K +1,924 New
AWM
467
Avaii Wealth Management
Wisconsin
$560K +$560K +1,911 New
9WM
468
9258 Wealth Management
Ohio
$554K +$267K +911 +93%
NCP
469
NexWave Capital Partners
New York
$553K +$586 +2 +0.1%
MCM
470
Murphy Capital Management
New Jersey
$552K – – –
PWM
471
Perigon Wealth Management
California
$550K -$90.8K -310 -14%
Lido Advisors
472
Lido Advisors
California
$549K +$4.69K +16 +0.9%
BMM
473
Buffington Mohr McNeal
Idaho
$549K +$549K +1,873 New
SDWMA
474
Schneider Downs Wealth Management Advisors
Pennsylvania
$547K – – –
BW
475
Bison Wealth
Georgia
$545K -$11.4K -39 -2%
17 18
19
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