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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 %
AWM
626
Axxcess Wealth Management
California
$283K +$283K +966 New
PCM
627
Presidio Capital Management
California
$283K +$283K +966 New
CFA
628
Carroll Financial Associates
North Carolina
$280K -$7.4K -25 -3%
MA
629
MONECO Advisors
Connecticut
$280K +$92.8K +375 +50%
FUBT
630
First United Bank & Trust
Maryland
$278K -$19K -65 -6%
SIM
631
Stratos Investment Management
Ohio
$274K -$190K -650 -41%
IB
632
Intrust Bank
Kansas
$274K – – –
ERWM
633
Elk River Wealth Management
Colorado
$273K – – –
PFO
634
Pathstone Family Office
New Jersey
$273K +$60K +205 +28%
RFN
635
RDA Financial Network
Iowa
$270K – – –
Fayez Sarofim & Co
636
Fayez Sarofim & Co
Texas
$268K – – –
CHJWM
637
Carlton Hofferkamp & Jenks Wealth Management
Texas
$266K +$744 +3 +0.3%
GIP
638
Greatmark Investment Partners
Georgia
$261K – – –
X
639
Xponance
Pennsylvania
$261K – – –
FANJ
640
Financial Architects (New Jersey)
New Jersey
$260K -$205K -700 -44%
GT
641
Greenleaf Trust
Michigan
$259K +$51.3K +175 +25%
OC
642
Oakworth Capital
Alabama
$256K -$11.4K -39 -4%
IFWM
643
Institute for Wealth Management
Colorado
$256K – – –
RTL
644
Red Tortoise LLC
Georgia
$256K – – –
RWA
645
River Wealth Advisors
Pennsylvania
$256K +$36.6K +125 +17%
1832 Asset Management
646
1832 Asset Management
Ontario, Canada
$256K +$120K +400 +88%
SCM
647
Southport Capital Management
Tennessee
$253K +$47.4K +162 +23%
NLG
648
New Legacy Group
New York
$253K +$253K +862 New
PIP
649
Peachtree Investment Partners
Florida
$252K – – –
GWS
650
Glassman Wealth Services
Virginia
$252K +$585 +2 +0.2%
24 25
26
27 28