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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
$212M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$105M
3
LOAMU
Lombard Odier Asset Management (USA)
New York
$65.5M
4
B
Barings
North Carolina
$322M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$464M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$992M
2
Bank of America
Bank of America
North Carolina
$828M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$15.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.6M
5
MWM
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
576
Key Financial Inc
Pennsylvania
$254K – – –
HAS
577
HBW Advisory Services
California
$254K +$7.93K +27 +3%
PIP
578
Peachtree Investment Partners
Florida
$253K – – –
GWS
579
Glassman Wealth Services
Virginia
$252K -$880 -3 -0.3%
MAG
580
MRA Advisory Group
New Jersey
$251K – – –
TCOV
581
Trust Company of Vermont
Vermont
$249K -$5.88K -20 -2%
CS
582
Cannell & Spears
New York
$248K – – –
RAM
583
Roanoke Asset Management
New Jersey
$246K – – –
EW
584
Evoke Wealth
California
$246K – – –
IA
585
IFG Advisory
Georgia
$246K – – –
MC
586
Moors & Cabot
Massachusetts
$246K +$8.24K +28 +3%
FWM
587
Frontier Wealth Management
Missouri
$244K – – –
SB
588
Sunflower Bank
Texas
$244K – – –
IAN
589
Integrated Advisors Network
Texas
$243K -$122K -416 -33%
MLICM
590
Metropolitan Life Insurance Company (MetLife)
New York
$242K – – –
LWA
591
LWS Wealth Advisors
New Jersey
$242K – – –
SW
592
SteelPeak Wealth
California
$241K -$12.3K -42 -5%
TFS
593
Thoroughbred Financial Services
Tennessee
$237K – – –
BFG
594
Barber Financial Group
Kansas
$237K +$294 +1 +0.1%
CCM
595
Coldstream Capital Management
Washington
$237K +$237K +986 New
RIL
596
Rothschild Investment LLC
Illinois
$235K – – –
IAMOG
597
Investors Asset Management of Georgia
Georgia
$235K – – –
IA
598
IFP Advisors
Florida
$235K +$42.4K +144 +22%
RW
599
REDW Wealth
New Mexico
$230K -$5.88K -20 -2%
3LCM
600
3D/L Capital Management
Connecticut
$229K -$9.68K -33 -4%
22 23
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