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 %
BTWM
626
Baker Tilly Wealth Management
Wisconsin
$213K +$213K +726 New
FCBT
627
First Citizens Bank & Trust
North Carolina
$211K +$2.65K +9 +1%
GT
628
Greenleaf Trust
Michigan
$208K – – –
BAM
629
Berkshire Asset Management
Pennsylvania
$207K – – –
EBA
630
Eagle Bay Advisors
New York
$206K -$36.8K -125 -15%
SCM
631
Southport Capital Management
Tennessee
$206K -$4.7K -16 -2%
LCM
632
LVM Capital Management
Michigan
$206K – – –
BTW
633
Boston Trust Walden
Massachusetts
$205K – – –
1CP
634
17 Capital Partners
Arizona
$204K – – –
FA
635
Faithward Advisors
Pennsylvania
$204K – – –
PP
636
Palladium Partners
Virginia
$204K – – –
LWP
637
Legacy Wealth Planning
Nevada
$203K -$24.6K -84 -11%
TNBTD
638
Trustmark National Bank Trust Department
Mississippi
$203K – – –
EW
639
Element Wealth
Mississippi
$203K – – –
HIMC
640
Heritage Investors Management Corp
Maryland
$201K -$15.9K -54 -7%
SSB
641
Sandy Spring Bank
Maryland
$201K – – –
MCM
642
Mengis Capital Management
Oregon
$201K – – –
MIA
643
MainStreet Investment Advisors
Illinois
$201K – – –
BAM
644
Belpointe Asset Management
Nevada
$195K -$18.5K -63 -9%
RP
645
Rice Partnership
Hawaii
$192K +$13.2K +45 +7%
IBOK
646
Independence Bank of Kentucky
Kentucky
$191K -$9.7K -33 -5%
RTL
647
Red Tortoise LLC
Georgia
$181K +$181K +875 New
PO
648
Private Ocean
California
$168K – – –
WBC
649
West Branch Capital
Massachusetts
$165K – – –
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K – – –
24 25
26
27 28