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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 %
NFG
476
Nations Financial Group
Iowa
$422K -$110K -375 -21%
Marshall Wace
477
Marshall Wace
United Kingdom
$419K +$419K +1,427 New
Deutsche Bank
478
Deutsche Bank
Germany
$417K +$7.35K +25 +2%
ODIJL
479
One Day In July LLC
Vermont
$410K +$29.9K +102 +8%
CB
480
CNB Bank
Pennsylvania
$410K +$99.4K +339 +32%
FSA
481
Financial Sense Advisors
California
$409K – – –
RWM
482
Ritholtz Wealth Management
New York
$408K -$9.4K -32 -2%
KFC
483
Klingenstein Fields & Co
New York
$404K – – –
AssetMark Inc
484
AssetMark Inc
California
$395K -$70.2K -239 -15%
GC
485
Gratus Capital
Georgia
$395K – – –
CNBTD
486
Citizens National Bank Trust Department
Mississippi
$393K – – –
SCI
487
S&CO Inc
Massachusetts
$390K – – –
BBW
488
Blue Barn Wealth
Utah
$389K +$2.06K +7 +0.5%
GRP
489
Global Retirement Partners
California
$388K -$145K -493 -27%
BO
490
BRR OpCo
Ohio
$388K – – –
MSA
491
Marino Stram & Associates
Massachusetts
$388K +$388K +1,323 New
MG
492
Mather Group
Illinois
$387K +$79.2K +270 +26%
APA
493
American Portfolios Advisors
New York
$382K -$587 -2 -0.2%
SFG
494
Summit Financial Group
West Virginia
$382K – – –
CCM
495
Colorado Capital Management
Colorado
$382K – – –
BSB
496
Bangor Savings Bank
Maine
$379K – – –
PCA
497
Personal Capital Advisors
California
$377K +$14.7K +50 +4%
LW
498
Linscomb Wealth
Texas
$376K – – –
EWM
499
Evercore Wealth Management
New York
$376K – – –
AWM
500
Aprio Wealth Management
Georgia
$375K – – –
18 19
20
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