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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

801 hedge funds and large institutions have $8.64B invested in iShares Russell 2000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 205 increasing their positions, 229 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+125
Holders Change %
+18.49%
% of All Funds
14.21%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.6%
New
178
Increased
205
Reduced
229
Closed
39
Calls
$63.2M
Puts
$331M
Net Calls
-$267M
Net Calls Change
-$187M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$172M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$71.7M
3
G
Gainplan
Michigan
$39.8M
4
Barclays
Barclays
United Kingdom
$37.6M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$30.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$34.4M
2
Truist Financial
Truist Financial
North Carolina
$115M
3
Citigroup
Citigroup
New York
$170M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$6.88M
5
BCI
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
676
1832 Asset Management
Ontario, Canada
$131K – – –
Lazard Asset Management
677
Lazard Asset Management
New York
$129K – – –
WPA
678
West Paces Advisors
Georgia
$126K – – –
SWM
679
Sugarloaf Wealth Management
Georgia
$120K +$14.4K +50 +14%
RIM
680
Rockbridge Investment Management
New York
$113K – – –
WFA
681
WestHill Financial Advisors
California
$105K +$105K +366 New
ATC
682
Adirondack Trust Company
New York
$104K -$49.7K -165 -32%
OSAM
683
O'Shaughnessy Asset Management
Connecticut
$100K -$6K -21 -6%
ICP
684
Interchange Capital Partners
Pennsylvania
$100K +$100K +350 New
PWA
685
Phoenix Wealth Advisors
North Carolina
$93K +$93K +325 New
ACA
686
Atlas Capital Advisors
Wyoming
$91.5K +$91.5K +319 New
CIA
687
Choate Investment Advisors
Massachusetts
$89K – – –
GKIM
688
GW&K Investment Management
Massachusetts
$84K +$84K +293 New
TFGT
689
TS Financial Group (TSFG)
Illinois
$82K -$4.59K -16 -5%
BCM
690
Bourgeon Capital Management
Connecticut
$79K – – –
IBOK
691
Independence Bank of Kentucky
Kentucky
$77K – – –
WEC
692
Winslow Evans & Crocker
Massachusetts
$75K +$75K +260 New
GEA
693
Glen Eagle Advisors
New Jersey
$74.8K – – –
JCM
694
Jacobi Capital Management
Pennsylvania
$73K +$45.8K +160 +168%
FA
695
Financial Advantage
Maryland
$72K -$13.6K -48 -16%
LDFR
696
Lehman & Derafelo Financial Resources
Pennsylvania
$72K – – –
TIM
697
Tortoise Investment Management
New York
$71K – – –
PCTC
698
Perkins Coie Trust Company
Washington
$62K – – –
CHA
699
Carmichael Hill & Associates
Maryland
$62K – – –
PMFA
700
Plante Moran Financial Advisors
Michigan
$59K +$34.4K +120 +140%
26 27
28
29 30