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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 %
SBH
151
Segall Bryant & Hamill
Illinois
$4.74M +$110K +375 +2%
TWM
152
Tradition Wealth Management
Minnesota
$4.62M +$1.49M +5,066 +47%
QCG
153
Quadrant Capital Group
Ohio
$4.62M – – –
TFA
154
Tobias Financial Advisors
Florida
$4.55M +$468K +1,594 +11%
CCMG
155
Clark Capital Management Group
Pennsylvania
$4.54M +$4.54M +15,470 New
CCC
156
Crescent Capital Consulting
Louisiana
$4.43M -$112K -383 -2%
OC
157
Oppenheimer & Co
New York
$4.42M -$1.56M -5,326 -26%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$4.42M -$6.26M -21,313 -59%
TG
159
Thinkbetter Group
Puerto Rico
$4.25M +$4.25M +14,124 New
RA
160
Rodgers & Associates
Pennsylvania
$4.24M +$11.2K +38 +0.3%
HIA
161
Harbor Investment Advisory
Maryland
$4.14M +$48.2K +164 +1%
1IA
162
1834 Investment Advisors
Wisconsin
$4.01M -$110K -375 -3%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$3.99M -$92.5K -315 -2%
TF
164
Tompkins Financial
New York
$3.95M +$3.95M +13,467 New
CCM
165
Covington Capital Management
California
$3.88M -$370K -1,260 -9%
DWM
166
Dakota Wealth Management
Florida
$3.86M -$79K -269 -2%
LSPW
167
Lake Street Private Wealth
Illinois
$3.82M +$129K +441 +4%
GSC
168
Ground Swell Capital
South Carolina
$3.73M +$3.73M +12,691 New
RTS
169
Round Table Services
New Jersey
$3.71M +$19.4K +66 +0.5%
CIAS
170
CFS Investment Advisory Services
New Jersey
$3.66M +$3.66M +12,460 New
MWM
171
Meridian Wealth Management
Kentucky
$3.64M +$117K +399 +3%
PA
172
Pinnacle Associates
New York
$3.56M -$11.2K -38 -0.3%
WIC
173
Whitegate Investment Counselors
New Hampshire
$3.55M -$10.3K -35 -0.3%
MLL
174
Moody Lynn & Lieberson
Massachusetts
$3.54M – – –
SPC
175
Sigma Planning Corp
Michigan
$3.5M -$905K -3,084 -21%
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