iShares Russell 2000 Growth ETF
804 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, 248 increasing their positions, 231 reducing their positions, and 59 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 231
0.69% more ownership
Funds ownership: 85.7% → 86.39% (+0.69%)
2% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 59
4% less capital invested
Capital invested by funds: $10.5B → $10.2B (-$384M)
2% less funds holding
Funds holding: 818 → 804 (-14)
6% less funds holding in top 10
Funds holding in top 10: 32 → 30 (-2)
72% less call options, than puts
Call options by funds: $170M | Put options by funds: $602M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$110M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$84.2M |
| 3 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
+$62.5M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$32.2M |
| 5 |
B
Barings
Charlotte,
North Carolina
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$109M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$44.3M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$22.5M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11.6M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$11.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSIWM
851
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| – | -$50K | -159 | Closed |
|
|
TCWA
852
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$48K | -154 | Closed |
|
|
PWP
853
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$45K | -143 | Closed |
|
|
WP
854
WealthShield Partners
Cary,
North Carolina
| – | -$36K | -114 | Closed |
|
|
TA
855
Tectonic Advisors
Frisco,
Texas
| – | -$31K | -100 | Closed |
|
|
MA
856
Modus Advisors
Excelsior,
Minnesota
| – | -$22K | -71 | Closed |
|
|
PA
857
Perennial Advisors
New York
| – | -$11K | -35 | Closed |
|
|
RDWM
858
Red Door Wealth Management
Memphis,
Tennessee
| – | -$10K | -34 | Closed |
|
859
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2K | -6 | Closed |
|
|
JAWM
860
J. Arnold Wealth Management
Youngstown,
Ohio
| – | -$2K | -5 | Closed |
|
|
TC
861
Truvestments Capital
Sarasota,
Florida
| – | -$1K | -4 | Closed |
|
|
HFS
862
Hantz Financial Services
Southfield,
Michigan
| – | -$1K | -2 | Closed |
|
863
Parallax Volatility Advisers
San Francisco,
California
| – | +$300 | +1 | New |
|
IWO Hedge Fund Activity: Q3 2021 in Review
804 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2021, worth a combined $10.2B — down 3.6% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of IWO and 58 opened new positions — a net loss of 1 holder — while 231 trimmed existing stakes and 248 added.
The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $109M.
- 804 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2021, down from 818 in Q2 2021.
- Funds reported $10.2B of iShares Russell 2000 Growth ETF stock for Q3 2021, down 3.6% quarter-over-quarter.
- 58 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2021 and 59 closed out, a net change of -1 holder.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $110M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2021 was Morgan Stanley, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2021.