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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
1
JPMorgan Chase & Co
New York
$212M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
LOAMU
3
Lombard Odier Asset Management (USA)
New York
$65.5M
4
B
4
Barings
North Carolina
$322M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$464M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$992M
2
Bank of America
2
Bank of America
North Carolina
$828M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$15.1M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.6M
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
701
Walled Lake Planning & Wealth Management
Illinois
$59K – – –
CH
702
Canton Hathaway
Rhode Island
$58K – – –
FFA
703
Freedman Financial Associates
Massachusetts
$58K – – –
CCP
704
Clarkston Capital Partners
Michigan
$56K – – –
JHCP
705
Jackson Hole Capital Partners
Oklahoma
$56K – – –
NSIM
706
North Star Investment Management
Illinois
$55K +$5K +17 +10%
BWL
707
Bogart Wealth LLC
Virginia
$53K -$6.22K -21 -11%
PMFA
708
Plante Moran Financial Advisors
Michigan
$52K -$14.8K -50 -22%
APC
709
Aspire Private Capital
North Carolina
$51K – – –
SFA
710
Semmax Financial Advisors
North Carolina
$50K – – –
HDIM
711
Hanson & Doremus Investment Management
Vermont
$49K +$33.2K +113 +209%
PWM
712
Prentice Wealth Management
New York
$48K – – –
CB
713
Community Bank
New York
$47K – – –
PAI
714
Pittenger & Anderson Inc
Nebraska
$46K – – –
SMA
715
Sage Mountain Advisors
Georgia
$45K – – –
GKWIM
716
Gerber Kawasaki Wealth & Investment Management
California
$44K -$2.61M -2,608 -98%
FMTCOCP
717
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K – – –
ETI
718
Enterprise Trust & Investment
California
$44K – – –
VCM
719
Versant Capital Management
Arizona
$44K – – –
FP
720
Financial Perspectives
Minnesota
$41.5K – – –
PCTC
721
Perkins Coie Trust Company
Washington
$41K -$22K -75 -35%
SFC
722
SYM Financial Corp
Indiana
$41K – – –
WWM
723
Wagner Wealth Management
South Carolina
$40K – – –
AWM
724
Accel Wealth Management
Iowa
$39K – – –
SIM
725
Sonora Investment Management
Arizona
$38K -$12.9K -44 -25%
27 28
29
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