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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 %
DFA
176
DHJJ Financial Advisors
Illinois
$3.5M -$12.3K -42 -0.4%
XF
177
XML Financial
Maryland
$3.48M +$213K +725 +7%
SCG
178
Sonata Capital Group
Washington
$3.46M +$28.2K +96 +0.8%
FCI
179
Financial Counselors Inc
Kansas
$3.44M -$4.7K -16 -0.1%
MCWS
180
McKinley Carter Wealth Services
West Virginia
$3.42M -$137K -466 -4%
PWM
181
Provident Wealth Management
Tennessee
$3.39M +$349K +1,190 +11%
SW
182
SVB Wealth
Massachusetts
$3.37M +$45.5K +155 +1%
SG
183
Somerset Group
Minnesota
$3.37M -$29.4K -100 -0.9%
GMA
184
Goldstein Munger & Associates
California
$3.34M – – –
BJL
185
Brighton Jones LLC
Washington
$3.29M +$7.63K +26 +0.2%
DIP
186
DT Investment Partners
Pennsylvania
$3.2M – – –
FHB
187
First Hawaiian Bank
Hawaii
$3.19M – – –
AWM
188
Affinity Wealth Management
Delaware
$3.19M -$892K -3,054 -22%
MCM
189
MV Capital Management
Maryland
$3.18M +$10.9K +37 +0.3%
BC
190
Bartlett & Co
Ohio
$3.18M -$837K -2,851 -21%
BCWM
191
Bartlett & Co Wealth Management
Ohio
$3.18M -$837K -2,851 -21%
PFM
192
Parsec Financial Management
North Carolina
$3.16M -$24.8K -76 -0.8%
Balyasny Asset Management
193
Balyasny Asset Management
Illinois
$3.11M +$3.11M +10,596 New
Prudential Financial
194
Prudential Financial
New Jersey
$3.1M +$196K +648 +7%
AB
195
Atlas Brown
Kentucky
$3.09M -$63.7K -217 -2%
CCT
196
Chemung Canal Trust
New York
$2.98M – – –
CCT
197
Country Club Trust
Missouri
$2.84M +$163K +550 +6%
CWA
198
Cornerstone Wealth Advisors
Minnesota
$2.83M -$238K -812 -8%
RFC
199
Regions Financial Corp
Alabama
$2.82M -$2.35K -8 -0.1%
RJT
200
Raymond James Trust
Florida
$2.77M +$32.3K +110 +1%
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