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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 %
PWPS
501
Pinnacle Wealth Planning Services
Ohio
$371K +$881 +3 +0.2%
IWM
502
IHT Wealth Management
Illinois
$369K +$125K +425 +51%
5L
503
55I LLC
Massachusetts
$367K -$23.5K -80 -6%
RIM
504
Regent Investment Management
Kentucky
$367K – – –
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$366K -$9.11K -31 -2%
FAM
506
Fred Alger Management
New York
$363K +$286K +973 +371%
MWP
507
MYCIO Wealth Partners
Pennsylvania
$360K – – –
NCM
508
Nelson Capital Management
California
$357K – – –
MWM
509
Modera Wealth Management
New Jersey
$356K +$2.05K +7 +0.6%
WS
510
Wedbush Securities
California
$353K -$7.34K -25 -2%
AWM
511
Altavista Wealth Management
North Carolina
$353K – – –
BA
512
Bridgewater Advisors
New York
$353K +$9.68K +33 +3%
CHJWM
513
Carlton Hofferkamp & Jenks Wealth Management
Texas
$350K -$18.6K -57 -5%
SMC
514
Smith, Moore & Co
Missouri
$349K +$294 +1 +0.1%
NFC
515
Northeast Financial Consultants
Connecticut
$348K +$41.9K +143 +14%
PPP
516
Private Portfolio Partners
New Jersey
$348K +$6.17K +21 +2%
AIA
517
Arbor Investment Advisors
North Carolina
$346K -$8.23K -28 -2%
S
518
Surevest
California
$346K – – –
MMHP
519
Murphy Middleton Hinkle & Parker
Georgia
$346K +$10.3K +35 +3%
AWA
520
Arkadios Wealth Advisors
Georgia
$341K -$266K -906 -44%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$339K – – –
CIA
522
CCM Investment Advisers
South Carolina
$337K – – –
DWMG
523
DB Wealth Management Group
California
$335K – – –
HH
524
Hilltop Holdings
Texas
$334K -$160K -545 -32%
PFP
525
Pinnacle Financial Partners
Tennessee
$332K +$17.7K +60 +6%
19 20
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