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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
JPMorgan Chase & Co
New York
$212M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$105M
3
LOAMU
Lombard Odier Asset Management (USA)
New York
$65.5M
4
B
Barings
North Carolina
$322M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$464M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$992M
2
Bank of America
Bank of America
North Carolina
$828M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$15.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.6M
5
MWM
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
126
Principal Financial Group
Iowa
$6.64M +$1.62M +5,508 +32%
CAN
127
Cetera Advisor Networks
California
$6.55M +$156K +531 +2%
WF
128
Welch & Forbes
Massachusetts
$6.52M +$633K +2,155 +11%
CDIA
129
Capital Directions Investment Advisors
Georgia
$6.46M -$10.6K -36 -0.2%
SPIA
130
Steward Partners Investment Advisory
New York
$6.44M -$1.54M -5,247 -19%
FWM
131
FSA Wealth Management
Massachusetts
$6.34M +$9.1K +31 +0.1%
CGA
132
Crescent Grove Advisors
Illinois
$6.29M -$57.8K -197 -0.9%
FTUS
133
Flow Traders U.S.
New York
$6.27M -$4.37M -14,892 -41%
OCM
134
One Capital Management
California
$6.25M -$353K -1,202 -5%
EWA
135
EP Wealth Advisors
California
$6.06M -$857K -2,918 -12%
BCIM
136
Bishop & Co Investment Management
Pennsylvania
$5.95M -$34.6K -118 -0.6%
Franklin Resources
137
Franklin Resources
California
$5.92M -$266K -905 -4%
DY
138
Dowling & Yahnke
California
$5.82M +$90.4K +308 +2%
RWG
139
Regal Wealth Group
California
$5.7M -$11.5K -39 -0.2%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$5.66M -$1.61M -5,468 -22%
EVM
141
Eaton Vance Management
Massachusetts
$5.64M +$3.17K +11 +0.1%
GT
142
Glenmede Trust
Pennsylvania
$5.62M -$7.05K -24 -0.1%
MBT
143
Montecito Bank & Trust
California
$5.61M -$56.1K -191 -1%
WT
144
Whittier Trust
California
$5.54M -$305K -1,040 -5%
CCP
145
Corient Capital Partners
California
$5.5M -$12K -41 -0.2%
BPA
146
Beacon Pointe Advisors
California
$5.32M -$71.9K -245 -1%
3F
147
360 Financial
Minnesota
$5.3M +$220K +749 +4%
HNB
148
Huntington National Bank
Ohio
$5.18M +$59.2K +20 +1%
OFS
149
Oldfather Financial Services
Nebraska
$5.1M -$45.1K -140 -0.9%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$5.04M -$113K -386 -2%
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