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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 %
MAM
526
Madison Asset Management
Wisconsin
$331K – – –
TW
527
Towerpoint Wealth
California
$330K -$100K -341 -23%
TSW
528
Thompson Siegel & Walmsley
Virginia
$329K -$10.6K -36 -3%
CA
529
Clearstead Advisors
Ohio
$327K -$2.64K -9 -0.8%
BAM
530
Barrett Asset Management
New York
$327K – – –
ATC
531
Argent Trust Co
Tennessee
$325K +$4.4K +15 +1%
BCA
532
Berman Capital Advisors
Georgia
$324K +$293 +1 +0.1%
MCM
533
Maryland Capital Management
Maryland
$323K – – –
EIP
534
Ellis Investment Partners
Pennsylvania
$323K +$294 +1 +0.1%
HCA
535
Harbour Capital Advisors
Virginia
$321K – – –
BFC
536
Bedel Financial Consulting
Indiana
$320K – – –
EP
537
Edgestream Partners
New Jersey
$319K -$161K -548 -34%
CPIA
538
Cornell Pochily Investment Advisors
New York
$318K – – –
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$317K – – –
AIA
540
Arcadia Investment Advisors
Idaho
$317K -$39K -133 -11%
IWP
541
Icon Wealth Partners
Texas
$313K +$8.22K +28 +3%
HCM
542
Hodges Capital Management
Texas
$311K -$55.7K -190 -15%
SVWAG
543
Sound View Wealth Advisors Group
Georgia
$311K -$31.7K -108 -9%
TA
544
TFG Advisers
Michigan
$309K +$294 +1 +0.1%
MMPW
545
Mitchell McLeod Pugh & Williams
Alabama
$308K – – –
Fiera Capital (Canada)
546
Fiera Capital (Canada)
Quebec, Canada
$308K +$308K +1,050 New
BCC
547
Bridge City Capital
Oregon
$302K +$88.1K +300 +41%
APW
548
Austin Private Wealth
Texas
$299K -$293 -1 -0.1%
FUBT
549
First United Bank & Trust
Maryland
$298K +$3.82K +13 +1%
BS
550
Boenning & Scattergood
Pennsylvania
$297K – – –
20 21
22
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