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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 %
CAAS
826
Capital Asset Advisory Services
Michigan
$21K – – –
EI
827
Ellevest Inc
New York
$20K +$294 +1 +1%
AWM
828
Abound Wealth Management
Tennessee
$20K +$20K +68 New
MWC
829
MBM Wealth Consultants
Missouri
$19K – – –
ONST
830
Old North State Trust
North Carolina
$19K +$297 +1 +2%
RIA
831
Richwood Investment Advisors
Ohio
$19K +$19K +65 New
RA
832
Rise Advisors
New York
$18.3K +$18.3K +62 New
JFA
833
JNBA Financial Advisors
Minnesota
$18K -$12.5K -43 -41%
BWM
834
BerganKDV Wealth Management
Minnesota
$18K – – –
HDIM
835
Hanson & Doremus Investment Management
Vermont
$16K -$33.5K -113 -68%
RPCONE
836
Retirement Planning Company of New England
Rhode Island
$16K +$16K +55 New
KPCM
837
Kings Point Capital Management
New York
$15K – – –
GWSG
838
GPS Wealth Strategies Group
Colorado
$15K – – –
PCG
839
Private Capital Group
Connecticut
$15K – – –
CSWM
840
Cassady Schiller Wealth Management
Ohio
$15K +$15K +53 New
EK
841
Evensky & Katz
Florida
$13K – – –
MFM
842
MD Financial Management
Ontario, Canada
$13K +$13K +46 New
CCA
843
Column Capital Advisors
Indiana
$12K – – –
AC
844
AlphaCore Capital
California
$12K +$12K +42 New
AIM
845
Anchor Investment Management
South Carolina
$11.7K – – –
Qube Research & Technologies (QRT)
846
Qube Research & Technologies (QRT)
United Kingdom
$11K -$15.7M -51,477 -100%
GAM
847
Gemmer Asset Management
California
$11K – – –
AF
848
Affiance Financial
Minnesota
$11K – – –
IRC
849
Investors Research Corp
Georgia
$10K – – –
MCC
850
Money Concepts Capital
Florida
$10K +$10K +35 New
32 33
34
35 36