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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 %
SIA
826
SkyView Investment Advisors
New Jersey
– -$354K -1,177 Closed
LFAS
827
Level Four Advisory Services
Texas
– -$344K -1,104 Closed
AAM
828
AMI Asset Management
California
– -$315K -1,011 Closed
Allianz Asset Management
829
Allianz Asset Management
Germany
– -$313K -1,005 Closed
YIH
830
Y-Intercept (HK)
Hong Kong
– -$271K -869 Closed
AGM
831
Alpine Global Management
New York
– -$261K -837 Closed
QC
832
QCM Cayman
Texas
– -$227K -729 Closed
BL
833
Balentine LLC
Georgia
– -$224K -720 Closed
GG
834
Greenwood Gearhart
Arkansas
– -$211K -676 Closed
TWP
835
Total Wealth Planning
Ohio
– -$207K -663 Closed
CWM
836
CCG Wealth Management
California
– -$206K -660 Closed
FFA
837
First Foundation Advisors
California
– -$205K -657 Closed
JFG
838
JMG Financial Group
Illinois
– -$204K -655 Closed
NEPWA
839
New England Private Wealth Advisors
Massachusetts
– -$205K -655 Closed
RWA
840
Redhawk Wealth Advisors
Minnesota
– -$203K -652 Closed
CL
841
CPWM LLC
Washington
– -$200K -643 Closed
SC
842
Solstein Capital
California
– -$182K -585 Closed
FI
843
Financial Insights
Washington
– -$1.62M -521 Closed
Optiver Holding
844
Optiver Holding
Netherlands
– -$89K -285 Closed
PGWM
845
Parisi Gray Wealth Management
New Jersey
– -$59K -190 Closed
CFO
846
CVA Family Office
Colorado
– -$58K -185 Closed
SB
847
Strategic Blueprint
Georgia
– -$54K -173 Closed
PSIWM
848
Paradigm Strategies in Wealth Management
Minnesota
– -$50K -159 Closed
TCWA
849
Ten Capital Wealth Advisors
Washington
– -$48K -154 Closed
PWP
850
Personal Wealth Partners
Minnesota
– -$45K -143 Closed
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