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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

623 hedge funds and large institutions have $4.97B invested in iShares Russell 2000 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 159 increasing their positions, 271 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
-98
Holders Change %
-13.59%
% of All Funds
13.76%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.44%
New
55
Increased
159
Reduced
271
Closed
139
Calls
$24.3M
Puts
$62.8M
Net Calls
-$38.5M
Net Calls Change
-$44.1M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$107M
2
Morgan Stanley
2
Morgan Stanley
New York
$419M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$43.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$44.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$77.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$366M
2
Bank of America
2
Bank of America
North Carolina
$455M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$64.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
Citigroup
5
Citigroup
New York
$98.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Pinnacle Associates
New York
$2.57M +$935K +5,914 +57%
DWM
152
Dakota Wealth Management
Florida
$2.56M -$546K -3,450 -18%
AA
153
AlphaMark Advisors
Kentucky
$2.56M – – –
MFW
154
Meristem Family Wealth
Minnesota
$2.55M +$1.35M +8,568 +114%
WF
155
Welch & Forbes
Massachusetts
$2.5M +$103K +650 +4%
QCG
156
Quadrant Capital Group
Ohio
$2.49M – – –
RWG
157
Regal Wealth Group
California
$2.47M -$504K -3,187 -17%
CCM
158
Covington Capital Management
California
$2.46M -$2.22K -14 -0.1%
1IA
159
1834 Investment Advisors
Wisconsin
$2.41M -$8.7K -55 -0.4%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$2.37M -$21.4M -143,542 -90%
BJL
161
Brighton Jones LLC
Washington
$2.33M +$132K +835 +6%
RFWA
162
RPg Family Wealth Advisory
Massachusetts
$2.31M +$15.3K +97 +0.7%
LFG
163
LifePlan Financial Group
Ohio
$2.3M -$41K -259 -2%
ACA
164
Affinity Capital Advisors
California
$2.25M -$75.5K -439 -3%
SHGA
165
Sand Hill Global Advisors
California
$2.22M -$38.9K -246 -2%
LSPW
166
Lake Street Private Wealth
Illinois
$2.22M +$123K +779 +6%
APP
167
Avantax Planning Partners
Iowa
$2.21M -$115K -725 -5%
SWM
168
Segment Wealth Management
Texas
$2.2M +$67.2K +425 +3%
CC
169
Cassaday & Co
Virginia
$2.13M +$1.57M +9,950 +282%
RTS
170
Round Table Services
New Jersey
$2.11M -$173K -1,096 -8%
HIA
171
Harbor Investment Advisory
Maryland
$2.04M +$265K +1,678 +15%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$2M +$1.6M +10,119 +397%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$1.98M +$446K +2,820 +29%
EH
174
Equitable Holdings
New York
$1.95M +$89.7K +567 +5%
GMA
175
Goldstein Munger & Associates
California
$1.94M – – –
5 6
7
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