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iShares Russell 2000 Growth ETF

818 hedge funds and large institutions have $10.5B invested in iShares Russell 2000 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 273 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $9.43B → $10.5B (+$1.11B)

7.87% more ownership

Funds ownership: 77.84%85.7% (+7.9%)

7% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 60

1% less funds holding

Funds holding: 825818 (-7)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 273

69% less call options, than puts

Call options by funds: $206M | Put options by funds: $669M

Holders
818
Holders Change
-7
Holders Change %
-0.85%
% of All Funds
14.24%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.56%
New
64
Increased
230
Reduced
273
Closed
60
Calls
$206M
Puts
$669M
Net Calls
-$462M
Net Calls Change
-$99.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.17B +$110M +366,114 +11%
Bank of America
2
Bank of America
North Carolina
$925M +$30.8M +102,256 +4%
Goldman Sachs
3
Goldman Sachs
New York
$658M +$205M +682,522 +48%
Wells Fargo
4
Wells Fargo
California
$651M -$40.2M -133,554 -6%
TF
5
TIAA FSB
Florida
$493M +$16.4M +54,628 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$465M +$261M +866,000 +139%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$386M +$118M +392,206 +46%
B
8
Barings
North Carolina
$310M +$35.5M +118,024 +13%
Citigroup
9
Citigroup
New York
$289M +$105M +348,158 +60%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$274M +$9.5M +31,574 +4%
UBS Group
11
UBS Group
Switzerland
$226M +$61M +202,672 +39%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$224M +$2.68M +8,903 +1%
CK
13
Cohen Klingenstein
New York
$202M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$161M +$1.83M +6,071 +1%
M&T Bank
15
M&T Bank
New York
$154M -$4.94M -16,427 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$146M +$5.46M +18,156 +4%
Northern Trust
17
Northern Trust
Illinois
$140M -$6.63M -22,030 -5%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$135M -$14.2M -47,098 -10%
AllianceBernstein
19
AllianceBernstein
Tennessee
$119M -$225K -749 -0.2%
JP Morgan Chase
20
JP Morgan Chase
New York
$111M +$5.83M +19,366 +6%
US Bancorp
21
US Bancorp
Minnesota
$105M +$2.41M +7,999 +2%
DADC
22
D.A. Davidson & Co
Montana
$98.6M +$2.42M +8,036 +3%
LPL Financial
23
LPL Financial
California
$93M -$4.8M -15,961 -5%
Financial Engines Advisors
24
Financial Engines Advisors
California
$90.2M -$810K -2,693 -0.9%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$89.4M +$540K +1,794 +0.6%

IWO Hedge Fund Activity: Q2 2021 in Review

818 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2021, worth a combined $10.5B — up 12% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IWO positions and 60 closed out — a net gain of 4 holders — while 230 added to existing stakes and 273 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $261M. The largest seller was BlackRock, cutting an estimated $101M.

  • 818 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2021, down from 825 in Q1 2021.
  • Funds reported $10.5B of iShares Russell 2000 Growth ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 64 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2021 and 60 closed out, a net change of +4 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $261M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2021 was BlackRock, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2021.