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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
$128M
2
Wells Fargo
Wells Fargo
California
$456M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$36.6M
4
BCI
Brinker Capital Investments
Pennsylvania
$29.2M
5
B
Barings
North Carolina
$224M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$619M
2
FWIA
Fort Washington Investment Advisors
Ohio
$23.2M
3
G
Gainplan
Michigan
$0
4
Financial Engines Advisors
Financial Engines Advisors
California
$95.6M
5
Barclays
Barclays
United Kingdom
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
476
Cordatus Wealth Management
Pennsylvania
$256K -$19.7K -89 -7%
WWM
477
Western Wealth Management
Colorado
$254K -$88.5K -400 -26%
CIA
478
CCM Investment Advisers
South Carolina
$254K – – –
BCA
479
Berman Capital Advisors
Georgia
$253K +$222 +1 +0.1%
HIMC
480
Heritage Investors Management Corp
Maryland
$253K +$253K +1,140 New
IC
481
IEQ Capital
California
$250K +$442 +2 +0.2%
AF
482
Allworth Financial
California
$250K +$219K +989 +712%
SF
483
Summit Financial
New Jersey
$248K – – –
MMHP
484
Murphy Middleton Hinkle & Parker
Georgia
$246K +$10.2K +46 +4%
PCA
485
Personal Capital Advisors
California
$246K +$246K +1,112 New
LWA
486
LWS Wealth Advisors
New Jersey
$244K -$14.2K -64 -5%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$222 +1 +0.1%
HCA
488
Harbour Capital Advisors
Virginia
$243K -$11.1K -50 -4%
EIP
489
Ellis Investment Partners
Pennsylvania
$243K +$221 +1 +0.1%
BFC
490
Bedel Financial Consulting
Indiana
$241K – – –
MCM
491
Maryland Capital Management
Maryland
$240K +$240K +1,083 New
X
492
Xponance
Pennsylvania
$240K +$240K +1,084 New
SVWAG
493
Sound View Wealth Advisors Group
Georgia
$238K – – –
ODIJL
494
One Day In July LLC
Vermont
$238K +$238K +1,073 New
NFC
495
Northeast Financial Consultants
Connecticut
$238K +$238K +1,075 New
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$237K -$2.44K -11 -1%
OC
497
Oakworth Capital
Alabama
$235K – – –
AWM
498
AE Wealth Management
Kansas
$234K -$56.6K -256 -19%
AWS
499
AJ Wealth Strategies
New York
$234K – – –
TC
500
TownSquare Capital
Utah
$234K – – –
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