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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 %
GWM
201
Geneos Wealth Management
Colorado
$2.76M +$43.5K +146 +2%
WCP
202
Welch Capital Partners
New York
$2.74M – – –
TRCT
203
Tower Research Capital (TRC)
New York
$2.7M +$2.12M +7,215 +366%
LCM
204
Landscape Capital Management
New Jersey
$2.67M – – –
LSA
205
L & S Advisors
California
$2.66M +$164K +560 +7%
GVAG
206
Great Valley Advisor Group
Delaware
$2.65M +$222K +758 +9%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$2.57M +$3.52K +12 +0.1%
Bessemer Group
208
Bessemer Group
New Jersey
$2.56M – – –
FPS
209
Fieldpoint Private Securities
Connecticut
$2.53M – – –
CFB
210
Cullen/Frost Bankers
Texas
$2.49M -$159K -541 -6%
AIA
211
Alera Investment Advisors
Illinois
$2.45M +$1.39M +4,742 +132%
HTC
212
Haverford Trust Company
Pennsylvania
$2.41M +$131K +446 +6%
UB
213
UMB Bank
Missouri
$2.39M -$137K -468 -5%
BRWA
214
B. Riley Wealth Advisors
Florida
$2.39M +$203K +690 +9%
PPA
215
Parametric Portfolio Associates
Washington
$2.36M +$68.7K +234 +3%
CC
216
Cypress Capital
Tennessee
$2.3M +$2.3M +7,821 New
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$2.29M -$4.22M -14,261 -65%
IF
218
Ironwood Financial
Arizona
$2.29M -$40.8K -139 -2%
ZB
219
Zions Bancorporation
Utah
$2.29M -$43.7K -149 -2%
SFG
220
StrategIQ Financial Group
Indiana
$2.28M -$95.1K -324 -4%
ECM
221
ExodusPoint Capital Management
New York
$2.26M +$2.26M +7,700 New
WTB
222
Washington Trust Bank
Washington
$2.25M – – –
SYBT
223
Stock Yards Bank & Trust
Kentucky
$2.24M -$1.47K -5 -0.1%
IP
224
Investment Partners
Ohio
$2.24M +$106K +360 +5%
SWA
225
Stratos Wealth Advisors
Ohio
$2.22M +$654K +2,229 +42%
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