IWO icon

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 %
GGS
551
Galvin Gaustad & Stein
Arizona
$291K – – –
KCM
552
Kanawha Capital Management
Virginia
$290K -$4.41K -15 -1%
Betterment LLC
553
Betterment LLC
New York
$288K -$17.3K -59 -6%
9WM
554
9258 Wealth Management
Ohio
$288K -$882 -3 -0.3%
WP
555
WealthPLAN Partners
Nebraska
$288K +$2.98K +10 +1%
CFA
556
Carroll Financial Associates
North Carolina
$285K – – –
WPWM
557
Windward Private Wealth Management
Kansas
$285K – – –
CAL
558
Capital Advisors Ltd
Ohio
$284K -$126K -430 -31%
EPA
559
Element Pointe Advisors
Florida
$284K – – –
SBIA
560
Sheaff Brock Investment Advisors
Indiana
$284K – – –
LWM
561
Lyell Wealth Management
California
$279K – – –
IB
562
Intrust Bank
Kansas
$275K +$2.35K +8 +0.9%
ERWM
563
Elk River Wealth Management
Colorado
$273K – – –
RFN
564
RDA Financial Network
Iowa
$270K +$39.6K +135 +17%
OC
565
Oakworth Capital
Alabama
$268K -$14.4K -49 -5%
Fayez Sarofim & Co
566
Fayez Sarofim & Co
Texas
$268K – – –
DIM
567
Delta Investment Management
California
$265K -$24.1K -82 -8%
CWP
568
Corepath Wealth Partners
Arizona
$265K – – –
GIP
569
Greatmark Investment Partners
Georgia
$261K – – –
X
570
Xponance
Pennsylvania
$261K – – –
AA
571
Addison Advisors
Vermont
$261K – – –
RhumbLine Advisers
572
RhumbLine Advisers
Massachusetts
$260K -$53.1K -181 -17%
CAG
573
Csenge Advisory Group
Florida
$260K +$260K +875 New
ORI
574
Oak Ridge Investments
Illinois
$260K +$260K +886 New
IFWM
575
Institute for Wealth Management
Colorado
$256K +$11.5K +39 +5%
21 22
23
24 25