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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 %
DIP
201
DT Investment Partners
Pennsylvania
$3.19M – – –
LWMG
202
Levy Wealth Management Group
Pennsylvania
$3.19M +$3.19M +10,887 New
FHB
203
First Hawaiian Bank
Hawaii
$3.19M – – –
CIAS
204
CFS Investment Advisory Services
New Jersey
$3.18M +$16.2K +64 +0.5%
NIP
205
Nicholas Investment Partners
California
$3.18M +$3.18M +10,842 New
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.17M +$1.32M +4,513 +72%
CCT
207
Country Club Trust
Missouri
$3.13M +$313K +1,065 +11%
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$3.12M +$1.05M +3,576 +51%
MCM
209
MV Capital Management
Maryland
$3.11M -$69.2K -236 -2%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$3.09M +$524K +1,789 +20%
AB
211
Atlas Brown
Kentucky
$3.08M -$2.64K -9 -0.1%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$3.08M -$333K -1,138 -10%
SCM
213
Sandler Capital Management
New York
$3.08M +$3.08M +10,500 New
BCWM
214
Bartlett & Co Wealth Management
Ohio
$3.05M -$124K -422 -4%
BC
215
Bartlett & Co
Ohio
$3.05M -$124K -422 -4%
SFG
216
StrategIQ Financial Group
Indiana
$2.99M +$707K +2,412 +31%
CCT
217
Chemung Canal Trust
New York
$2.98M +$4.4K +15 +0.1%
RJT
218
Raymond James Trust
Florida
$2.95M +$185K +631 +7%
Barclays
219
Barclays
United Kingdom
$2.89M -$8.42M -28,731 -74%
CWA
220
Consilio Wealth Advisors
Washington
$2.88M +$2.88M +9,737 New
DFA
221
DHJJ Financial Advisors
Illinois
$2.86M -$643K -2,189 -18%
PFM
222
Parsec Financial Management
North Carolina
$2.84M -$293 -1 -0%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$2.83M +$2.83M +9,668 New
ZB
224
Zions Bancorporation
Utah
$2.83M +$546K +1,864 +24%
ORI
225
Oak Ridge Investments
Illinois
$2.82M +$2.56M +8,719 +984%
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