IWO Institutional Ownership
iShares Russell 2000 Growth ETF
1W: +0.2%
1M: -3.7%
3M: -7.5%
YTD: +10.3%
1Y: +13.0%
3Y: +64.1%
5Y: +22.3%
$360.84
+3.20 (+0.89%)
Weekly Expected Move ±1.8%
$348
$354
$361
$368
$374
Overview
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Institutional Ownership — IWO
1,149
Institutional Holders
+36 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
132
New Positions
270
Increased
387
Reduced
39
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1222 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 3,483,298 | 1.3B | +11,293 | +0.3% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,328,293 | $840M | -425,049 | -15.4% | 60Q | SEC ↗ |
| 3 | BARINGS LLC | 1,579,950 | $570M | -28,800 | -1.8% | 35Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,080,233 | $390M | -16,758 | -1.5% | 79Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 965,896 | $349M | +7,990 | +0.8% | 15Q | SEC ↗ |
| 6 | Cassaday & Co Wealth Management LLC | 947,047 | $342M | +11,572 | +1.2% | 15Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 704,958 | $254M | -25,366 | -3.5% | 101Q | SEC ↗ |
| 8 | LPL Financial LLC | 598,485 | $216M | +21,618 | +3.7% | 54Q | SEC ↗ |
| 9 | PNC Financial Services Group, Inc. | 592,625 | $214M | -23,915 | -3.9% | 15Q | SEC ↗ |
| 10 | D.A. DAVIDSON & CO. | 550,307 | $199M | +5,612 | +1.0% | 89Q | SEC ↗ |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 546,451 | $197M | -29,371 | -5.1% | 2Q | SEC ↗ |
| 12 | FMR LLC | 531,617 | $192M | +173,847 | +48.6% | 82Q | SEC ↗ |
| 13 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 513,500 | $185M | +103,000 | +25.1% | 23Q | SEC ↗ |
| 14 | UBS Group AG | 511,151 | $184M | -11,965 | -2.3% | 47Q | SEC ↗ |
| 15 | Cohen Klingenstein LLC | 484,414 | $175M | -8,269 | -1.7% | 67Q | SEC ↗ |
| 16 | TIAA Wealth Investment Management LLC | 468,427 | $169M | +1,687 | +0.4% | 2Q | SEC ↗ |
| 17 | ALLIANCEBERNSTEIN L.P. | 446,583 | $161M | +231,948 | +108.1% | 42Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 433,927 | $157M | +688 | +0.2% | 7Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 425,316 | $153M | -7,162 | -1.7% | 35Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 412,943 | $149M | -17,517 | -4.1% | 99Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 397,150 | $143M | +10,993 | +2.8% | 98Q | SEC ↗ |
| 22 | CITIGROUP INC | 374,910 | $135M | -40,284 | -9.7% | 83Q | SEC ↗ |
| 23 | M&T Bank Corp | 344,603 | $124M | -6,664 | -1.9% | 20Q | SEC ↗ |
| 24 | BNP PARIBAS FINANCIAL MARKETS | 340,110 | $123M | -3,194 | -0.9% | 30Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 328,945 | $119M | -45,924 | -12.3% | 79Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 232,731 | $84M | +2,464 | +1.1% | 43Q | SEC ↗ |
| 27 | Badgley Phelps Wealth Managers, LLC | 228,374 | $82M | +4,226 | +1.9% | 20Q | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 223,223 | $81M | -14,845 | -6.2% | 31Q | SEC ↗ |
| 29 | Corient Private Wealth LP | 218,652 | $79M | -23,945 | -9.9% | 15Q | SEC ↗ |
| 30 | COMMERCE BANK | 216,194 | $78M | -49,441 | -18.6% | 88Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 197,092 | $71M | -9,760 | -4.7% | 76Q | SEC ↗ |
| 32 | Creative Planning | 170,877 | $62M | -4,547 | -2.6% | 44Q | SEC ↗ |
| 33 | US BANCORP \DE | 161,302 | $58M | -1,656 | -1.0% | 101Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 161,029 | $58M | +9,578 | +6.3% | 75Q | SEC ↗ |
| 35 | SEI INVESTMENTS CO | 159,552 | $58M | -6,492 | -3.9% | 15Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 159,500 | $58M | -955 | -0.6% | 16Q | SEC ↗ |
| 37 | JONES FINANCIAL COMPANIES LLLP | 157,199 | $57M | +7,314 | +4.9% | 26Q | SEC ↗ |
| 38 | KEYBANK NATIONAL ASSOCIATION/OH | 143,663 | $52M | -2,171 | -1.5% | 93Q | SEC ↗ |
| 39 | BROWN ADVISORY INC | 135,926 | $49M | -38,165 | -21.9% | 65Q | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 133,779 | $48M | -2,643 | -1.9% | 34Q | SEC ↗ |
| 41 | Cresset Asset Management, LLC | 131,388 | $47M | -1,160 | -0.9% | 19Q | SEC ↗ |
| 42 | Pathstone Holdings, LLC | 130,483 | $47M | +8,955 | +7.4% | 11Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP | 122,843 | $44M | -2,553 | -2.0% | 26Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 121,973 | $44M | -14,434 | -10.6% | 22Q | SEC ↗ |
| 45 | Clearbridge Investments, LLC | 116,668 | $42M | +99,700 | +587.6% | 8Q | SEC ↗ |
| 46 | CHOREO, LLC | 114,055 | $41M | +824 | +0.7% | 50Q | SEC ↗ |
| 47 | TRUIST FINANCIAL CORP | 112,730 | $41M | -7,257 | -6.0% | 53Q | SEC ↗ |
| 48 | Focus Partners Wealth | 112,606 | $41M | +4,415 | +4.1% | 11Q | SEC ↗ |
| 49 | FORT WASHINGTON INVESTMENT ADVISORS IN | 106,920 | $39M | — | +0.0% | 55Q | SEC ↗ |
| 50 | MAI Capital Management | 103,431 | $37M | +81 | +0.1% | 47Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 61,560 | $22M |
| Modern Wealth Management, LLC | 25,117 | $9M |
| Trilogy Capital Inc. | 21,667 | $8M |
| Highland Investment Advisors LLC | 20,110 | $7M |
| Monument Capital Management | 19,586 | $7M |
| TritonPoint Partners, LLC | 17,477 | $6M |
| TWO SIGMA INVESTMENTS, LP | 16,622 | $6M |
| EMC Capital Management | 13,732 | $5M |
| Prime Buchholz LLC | 13,458 | $5M |
| Global Retirement Partners, LLC | 9,838 | $4M |
| Clear Creek Financial Management, L | 5,427 | $2M |
| Caprock Group, LLC | 5,284 | $2M |
| J.W. COLE ADVISORS, INC. | 4,693 | $2M |
| Nuveen, LLC | 3,248 | $1M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 3,219 | $1M |
| CANANDAIGUA NATIONAL CORP | 3,219 | $1M |
| Waterloo Capital, L.P. | 3,043 | $1M |
| Global View Capital Management LLC | 2,558 | $923K |
| Banque Transatlantique SA | 2,200 | $794K |
| Advisors Capital Management, LLC | 2,127 | $768K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 202,351 | $73M |
| D. E. Shaw & Co., Inc. | 57,516 | $21M |
| AdvisorShares Investments LLC | 52,096 | $19M |
| Bronte Capital Management Pty Ltd. | 37,542 | $14M |
| Strategic Equity Management | 33,296 | $12M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 32,729 | $12M |
| OAK RIDGE INVESTMENTS LLC | 24,820 | $9M |
| FLOW TRADERS U.S. LLC | 21,733 | $8M |
| MONEYWISE, INC. | 16,363 | $6M |
| Summit Creek Advisors LLC | 14,242 | $5M |
| RENAISSANCE TECHNOLOGIES LLC | 11,480 | $4M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 11,254 | $4M |
| DF DENT & CO INC | 6,534 | $2M |
| PRIMORIS WEALTH ADVISORS, LLC | 6,052 | $2M |
| TimesSquare Capital Management, LLC | 6,000 | $2M |
| CONNABLE OFFICE INC | 5,051 | $2M |
| WASATCH ADVISORS LP | 3,093 | $1M |
| Northwest & Ethical Investments L.P | 3,049 | $1M |
| Y-Intercept (Hong Kong) Ltd | 2,827 | $1M |
| MARSHALL WACE, LLP | 2,674 | $965K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | +231,948 | +108.1% | 446,583 |
| FMR LLC | +173,847 | +48.6% | 531,617 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +103,000 | +25.1% | 513,500 |
| Clearbridge Investments, LLC | +99,700 | +587.6% | 116,668 |
| BARCLAYS PLC | +49,089 | +2566.1% | 51,002 |
| FRANKLIN RESOURCES INC | +37,487 | +113.6% | 70,478 |
| WELLINGTON MANAGEMENT GROUP LLP | +36,441 | +71.8% | 87,193 |
| JANE STREET GROUP, LLC | +31,324 | +209.3% | 46,291 |
| ZIONS BANCORPORATION, NATIONAL ASSO | +29,578 | +427.2% | 36,502 |
| EverSource Wealth Advisors, LLC | +29,504 | +12883.8% | 29,733 |
| CITADEL ADVISORS LLC | +28,169 | +194.2% | 42,676 |
| LPL Financial LLC | +21,618 | +3.7% | 598,485 |
| Summit Financial, LLC | +17,950 | +39.2% | 63,786 |
| DEUTSCHE BANK AG | +17,265 | +49328.6% | 17,300 |
| Optiver Holding B.V. | +17,000 | +103.0% | 33,503 |
| AXIOM INVESTORS LLC /DE | +15,900 | +52.1% | 46,400 |
| GENEVA CAPITAL MANAGEMENT LLC | +15,473 | +21.9% | 86,150 |
| Confluence Wealth Services, Inc. | +14,309 | +22.2% | 78,858 |
| COMPASS CAPITAL MANAGEMENT, INC | +12,668 | +1108.3% | 13,811 |
| Ariston Services Group | +11,713 | — | 11,713 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -425,049 | -15.4% | 2,328,293 |
| COMMERCE BANK | -49,441 | -18.6% | 216,194 |
| GTS SECURITIES LLC | -46,626 | -67.3% | 22,645 |
| ROYAL BANK OF CANADA | -45,924 | -12.3% | 328,945 |
| CITIGROUP INC | -40,284 | -9.7% | 374,910 |
| BROWN ADVISORY INC | -38,165 | -21.9% | 135,926 |
| Allworth Financial LP | -37,865 | -90.8% | 3,816 |
| SILVERCREST ASSET MANAGEMENT GROUP | -37,197 | -45.1% | 45,212 |
| FULLER & THALER ASSET MANAGEMENT, I | -30,383 | -34.2% | 58,463 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -29,371 | -5.1% | 546,451 |
| BARINGS LLC | -28,800 | -1.8% | 1,579,950 |
| Tower Research Capital LLC (TRC) | -26,916 | -82.2% | 5,825 |
| WELLS FARGO & COMPANY/MN | -25,366 | -3.5% | 704,958 |
| Flaharty Asset Management, LLC | -24,356 | -91.4% | 2,296 |
| Corient Private Wealth LP | -23,945 | -9.9% | 218,652 |
| PNC Financial Services Group, Inc. | -23,915 | -3.9% | 592,625 |
| Kingsview Wealth Management, LLC | -22,979 | -87.0% | 3,429 |
| BlackRock, Inc. | -20,287 | -34.0% | 39,455 |
| NORTHERN TRUST CORP | -17,517 | -4.1% | 412,943 |
| ENVESTNET ASSET MANAGEMENT INC | -16,758 | -1.5% | 1,080,233 |