IWO icon

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 %
MWC
751
MBM Wealth Consultants
Missouri
$19K – – –
ONST
752
Old North State Trust
North Carolina
$18K – – –
BWM
753
BerganKDV Wealth Management
Minnesota
$18K +$15K +50 +500%
KPCM
754
Kings Point Capital Management
New York
$15K – – –
GWSG
755
GPS Wealth Strategies Group
Colorado
$15K – – –
PCG
756
Private Capital Group
Connecticut
$15K – – –
HWMA
757
Heritage Wealth Management (Arizona)
Arizona
$14K – – –
FCM
758
Firestone Capital Management
Florida
$13K – – –
EK
759
Evensky & Katz
Florida
$13K – – –
CCA
760
Column Capital Advisors
Indiana
$12K – – –
EIM
761
Essex Investment Management
Massachusetts
$12K +$12K +42 New
AIM
762
Anchor Investment Management
South Carolina
$11.7K – – –
GAM
763
Gemmer Asset Management
California
$11K – – –
AF
764
Affiance Financial
Minnesota
$11K – – –
IRC
765
Investors Research Corp
Georgia
$10K – – –
ACA
766
Aptus Capital Advisors
Alabama
$9K – – –
TCWM
767
Total Clarity Wealth Management
Illinois
$9K +$9K +32 New
LS
768
Leelyn Smith
Illinois
$8K – – –
CWA
769
Carolina Wealth Advisors
South Carolina
$8K – – –
AWM
770
Avior Wealth Management
Nebraska
$7K -$25.6K -95 -79%
TH
771
TCTC Holdings
Texas
$7K – – –
FFA
772
Founders Financial Alliance
North Carolina
$7K – – –
AFS
773
Annapolis Financial Services
Maryland
$7K – – –
SWA
774
Sutton Wealth Advisors
Florida
$6.17K – – –
BWA
775
BDO Wealth Advisors
Florida
$6K – – –
29 30
31
32 33