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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 %
CA
76
Cetera Advisors
Colorado
$15.1M +$1.6M +5,444 +12%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$15.1M -$22M -75,004 -59%
PAG
78
Private Advisor Group
New Jersey
$14.5M +$2.84M +9,675 +24%
CAM
79
Crestone Asset Management
Colorado
$14.4M -$470K -1,600 -3%
APP
80
Avantax Planning Partners
Iowa
$14.1M -$590K -2,010 -4%
DPIM
81
Duff & Phelps Investment Management
Illinois
$13.7M – – –
MOACM
82
Mutual of America Capital Management
New York
$13.2M -$2.39M -8,126 -15%
FHA
83
First Horizon Advisors
Tennessee
$12.9M +$10.4M +35,502 +425%
Mariner
84
Mariner
Kansas
$12.6M +$553K +1,883 +5%
CC
85
Courier Capital
New York
$12.5M -$431K -1,468 -3%
FAM
86
Flaharty Asset Management
Florida
$12.5M +$730K +2,486 +6%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$12M -$608K -2,071 -5%
CP
88
Covenant Partners
Tennessee
$12M -$343K -1,168 -3%
SWPG
89
Strategic Wealth Partners Group
Illinois
$12M +$12M +40,751 New
UCFA
90
United Capital Financial Advisors
Texas
$11.8M -$262K -893 -2%
PIA
91
Powell Investment Advisors
Florida
$11.7M -$447K -1,522 -4%
WTC
92
WhitTier Trust Company
Nevada
$11.7M – – –
IA
93
IndexIQ Advisors
New York
$11.4M +$1.47M +4,991 +15%
Barclays
94
Barclays
United Kingdom
$11.3M +$10.8M +36,719 +1,960%
HWA
95
Hillcrest Wealth Advisors
New Jersey
$10.5M +$564K +1,920 +6%
WFA
96
Wipfli Financial Advisors
Wisconsin
$10.4M -$563K -1,916 -5%
OAM
97
Oppenheimer Asset Management
New York
$10.3M +$345K +1,174 +3%
FT
98
Fiduciary Trust
Massachusetts
$10.2M -$1.24M -4,220 -11%
GW
99
GW & Wade
Massachusetts
$9.98M +$402K +1,368 +4%
RC
100
Rinet Company
Massachusetts
$9.97M -$922K -3,141 -8%
2 3
4
5 6