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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 %
RP
726
Rice Partnership
Hawaii
$179K -$13.2K -45 -7%
IA
727
IFP Advisors
Florida
$177K -$56.5K -193 -24%
EBA
728
Eagle Bay Advisors
New York
$176K -$29.3K -100 -14%
PO
729
Private Ocean
California
$167K – – –
WBC
730
West Branch Capital
Massachusetts
$165K +$294 +1 +0.2%
JFGIW
731
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K – – –
OIA
732
Optimum Investment Advisors
Illinois
$160K – – –
TSWM
733
Tyler-Stone Wealth Management
Ohio
$157K +$157K +535 New
HNWA
734
Henrickson Nauta Wealth Advisors
Michigan
$154K +$154K +604 New
Koshinski Asset Management
735
Koshinski Asset Management
Illinois
$147K -$1.47K -5 -1%
DSC
736
Duncker Streett & Co
Missouri
$147K – – –
CM
737
Castleark Management
Illinois
$147K – – –
AWM
738
Atticus Wealth Management
Florida
$147K +$293 +1 +0.2%
MCM
739
Manchester Capital Management
Vermont
$140K – – –
FM
740
Family Management
New York
$138K – – –
Lazard Asset Management
741
Lazard Asset Management
New York
$131K – – –
TFGT
742
TS Financial Group (TSFG)
Illinois
$127K – – –
AF
743
Advisornet Financial
Minnesota
$125K +$5.58K +19 +5%
GM
744
GeoWealth Management
Illinois
$125K +$24.2K +83 +24%
SC
745
SouthState Corp
Florida
$123K +$2.92K +10 +2%
BWM
746
Baystate Wealth Management
Massachusetts
$119K +$57.9K +198 +95%
RIM
747
Rockbridge Investment Management
New York
$115K – – –
CF
748
Centaurus Financial
California
$112K – – –
CTB
749
Country Trust Bank
Illinois
$110K -$5.25K -18 -5%
AA
750
Ancora Advisors
Ohio
$110K +$84.8K +290 +337%
28 29
30
31 32