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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 %
OIA
551
Optimum Investment Advisors
Illinois
$121K – – –
SA
552
SRH Advisors
Kansas
$121K – – –
AIM
553
Axiom Investment Management
New York
$119K +$222 +1 +0.2%
BAM
554
Belpointe Asset Management
Nevada
$118K -$11.7K -53 -9%
CTC
555
Central Trust Company
Missouri
$118K – – –
CSPIA
556
Cary Street Partners Investment Advisory
Virginia
$117K +$117K +530 New
HR
557
Howe & Rusling
New York
$116K +$81K +366 +232%
CB
558
CNB Bank
Pennsylvania
$114K +$27.8K +125 +32%
ATC
559
Adirondack Trust Company
New York
$113K – – –
TCOV
560
Trust Company of Vermont
Vermont
$111K -$26K -117 -19%
CM
561
Castleark Management
Illinois
$111K – – –
MCM
562
Manchester Capital Management
Vermont
$106K – – –
SFS
563
Sowell Financial Services
Arkansas
$104K +$26.1K +118 +33%
1832 Asset Management
564
1832 Asset Management
Ontario, Canada
$101K -$10.4K -47 -9%
FM
565
Family Management
New York
$100K – – –
Lazard Asset Management
566
Lazard Asset Management
New York
$99K – – –
WPA
567
West Paces Advisors
Georgia
$97.7K – – –
FHA
568
Flagship Harbor Advisors
Massachusetts
$97K -$51.9K -235 -35%
RIM
569
Rockbridge Investment Management
New York
$87K – – –
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$82K +$75.8K +343 +1,225%
SWM
571
Sugarloaf Wealth Management
Georgia
$81K – – –
BFEC
572
Benjamin F. Edwards & Company
Missouri
$75K – – –
FGA
573
Fortis Group Advisors
New Jersey
$73K +$73K +332 New
AA
574
Advisory Alpha
Michigan
$71K +$71K +301 New
CIA
575
Choate Investment Advisors
Massachusetts
$69K +$69K +311 New
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23
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