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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

894 hedge funds and large institutions have $10.5B invested in iShares Russell 2000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 288 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+93
Holders Change %
+11.61%
% of All Funds
13.81%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
154
Increased
288
Reduced
218
Closed
51
Calls
$233M
Puts
$516M
Net Calls
-$283M
Net Calls Change
+$149M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$528M
2
Bank of America
Bank of America
North Carolina
$1.02B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$541M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$130M
5
B
Barings
North Carolina
$382M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
2
Citigroup
Citigroup
New York
$151M
3
Morgan Stanley
Morgan Stanley
New York
$873M
4
Goldman Sachs
Goldman Sachs
New York
$523M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Pinnacle Associates
New York
$4.05M +$502K +1,713 +14%
DWM
177
Dakota Wealth Management
Florida
$3.99M +$137K +469 +4%
QC
178
Quent Capital
New York
$3.95M +$3.95M +13,476 New
TF
179
Tompkins Financial
New York
$3.95M – – –
LSPW
180
Lake Street Private Wealth
Illinois
$3.94M +$126K +431 +3%
1IA
181
1834 Investment Advisors
Wisconsin
$3.92M -$77.4K -264 -2%
Voloridge Investment Management
182
Voloridge Investment Management
Florida
$3.91M +$3.91M +13,354 New
CCM
183
Covington Capital Management
California
$3.86M -$9.09K -31 -0.2%
TWM
184
Tradition Wealth Management
Minnesota
$3.85M -$764K -2,608 -17%
EIM
185
Essex Investment Management
Massachusetts
$3.76M +$3.74M +12,773 +30,412%
MWM
186
Meridian Wealth Management
Kentucky
$3.74M +$110K +377 +3%
PWM
187
Provident Wealth Management
Tennessee
$3.71M +$327K +1,115 +10%
XF
188
XML Financial
Maryland
$3.69M +$226K +772 +7%
Citadel Advisors
189
Citadel Advisors
Florida
$3.69M +$1.88M +6,406 +104%
SPC
190
Sigma Planning Corp
Michigan
$3.54M +$44K +150 +1%
MLL
191
Moody Lynn & Lieberson
Massachusetts
$3.53M – – –
Fuller & Thaler Asset Management
192
Fuller & Thaler Asset Management
California
$3.45M +$2.67M +9,114 +342%
SCG
193
Sonata Capital Group
Washington
$3.39M -$58.9K -201 -2%
SW
194
SVB Wealth
Massachusetts
$3.39M +$24K +82 +0.7%
FCI
195
Financial Counselors Inc
Kansas
$3.35M -$87.9K -300 -3%
GMA
196
Goldstein Munger & Associates
California
$3.29M -$39.3K -134 -1%
BJL
197
Brighton Jones LLC
Washington
$3.27M -$7.03K -24 -0.2%
SWA
198
Stratos Wealth Advisors
Ohio
$3.26M +$1.05M +3,582 +47%
WIC
199
Whitegate Investment Counselors
New Hampshire
$3.24M -$306K -1,045 -9%
SG
200
Somerset Group
Minnesota
$3.23M -$129K -440 -4%
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