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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 %
HR
726
Howe & Rusling
New York
$37K – – –
NSB
727
Norway Savings Bank
Maine
$37K – – –
CFD
728
Creative Financial Designs
Indiana
$36K -$2.03K -7 -5%
RG
729
Retirement Group
California
$36K +$10.4K +35 +41%
NFSG
730
Newbridge Financial Services Group
Florida
$36K +$22.2K +76 +162%
SIC
731
Salem Investment Counselors
North Carolina
$36K +$27.5K +94 +324%
SAI
732
Systematic Alpha Investments
New Jersey
$35K – – –
TC
733
Trust Company
Kansas
$35K – – –
ADL
734
Asset Dedication LLC
California
$32K – – –
AAP
735
Arax Advisory Partners
Colorado
$32K – – –
GLLW
736
Graves Light Lenhart Wealth
Virginia
$32K – – –
SFP
737
Sterling Financial Planning
New Jersey
$31K – – –
JFA
738
JNBA Financial Advisors
Minnesota
$31K – – –
CWP
739
Concord Wealth Partners
Virginia
$29K -$1.78K -6 -6%
PB
740
Pinnacle Bancorp
Nebraska
$29K – – –
ME
741
McIlrath & Eck
Washington
$28K – – –
GTAM
742
Global Trust Asset Management
Florida
$27K – – –
EWM
743
EPG Wealth Management
Georgia
$27K +$27K +91 New
BMD
744
Better Money Decisions
New Mexico
$26K – – –
AA
745
Ancora Advisors
Ohio
$25K +$24.4K +84 +4,200%
IFAM
746
Institutional & Family Asset Management
Colorado
$24K – – –
RFWA
747
RPg Family Wealth Advisory
Massachusetts
$22.9K -$2.94K -10 -11%
CAAS
748
Capital Asset Advisory Services
Michigan
$21K -$17.3K -60 -45%
CFN
749
Cordasco Financial Network
Florida
$21K – – –
EI
750
Ellevest Inc
New York
$20K – – –
28 29
30
31 32