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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

894 hedge funds and large institutions have $10.5B invested in iShares Russell 2000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 288 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+93
Holders Change %
+11.61%
% of All Funds
13.81%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
154
Increased
288
Reduced
218
Closed
51
Calls
$233M
Puts
$516M
Net Calls
-$283M
Net Calls Change
+$149M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$528M
2
Bank of America
Bank of America
North Carolina
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$77.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.4M
5
B
Barings
North Carolina
+$60.4M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$250M
2
Citigroup
Citigroup
New York
-$118M
3
Morgan Stanley
Morgan Stanley
New York
-$116M
4
Goldman Sachs
Goldman Sachs
New York
-$114M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
551
BRR OpCo
Ohio
$384K -$2.93K -10 -0.8%
CCM
552
Colorado Capital Management
Colorado
$384K – – –
SFG
553
Summit Financial Group
West Virginia
$381K – – –
BSB
554
Bangor Savings Bank
Maine
$378K – – –
SFA
555
Sequoia Financial Advisors
Ohio
$378K +$378K +1,291 New
TFF
556
The Family Firm
Maryland
$376K -$69.4K -237 -16%
LW
557
Linscomb Wealth
Texas
$375K – – –
EWM
558
Evercore Wealth Management
New York
$375K – – –
CWM
559
Cahaba Wealth Management
Georgia
$374K -$64.5K -220 -15%
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$371K – – –
IWM
561
IHT Wealth Management
Illinois
$371K +$2.64K +9 +0.7%
AWM
562
Aprio Wealth Management
Georgia
$370K -$4.1K -14 -1%
PFGIA
563
Patriot Financial Group Insurance Agency
Massachusetts
$370K +$4.98K +17 +1%
Wealthfront Advisers
564
Wealthfront Advisers
California
$367K +$367K +1,252 New
PCG
565
Prosperity Consulting Group
Maryland
$367K +$367K +1,445 New
RIM
566
Regent Investment Management
Kentucky
$366K – – –
MWP
567
MYCIO Wealth Partners
Pennsylvania
$360K +$586 +2 +0.2%
WWM
568
Western Wealth Management
Colorado
$360K +$360K +1,224 New
IC
569
Inverness Counsel
New York
$359K – – –
AWM
570
Altavista Wealth Management
North Carolina
$352K – – –
NCM
571
Nelson Capital Management
California
$350K -$5.86K -20 -2%
WS
572
Wedbush Securities
California
$350K -$2.64K -9 -0.7%
PPP
573
Private Portfolio Partners
New Jersey
$349K +$1.76K +6 +0.5%
SMC
574
Smith, Moore & Co
Missouri
$348K – – –
WMA
575
West Michigan Advisors
Michigan
$348K +$348K +1,187 New
21 22
23
24 25