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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

827 hedge funds and large institutions have $7.91B invested in iShares Russell 2000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 246 increasing their positions, 267 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+14
Holders Change %
+1.72%
% of All Funds
13.04%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
67
Increased
246
Reduced
267
Closed
45
Calls
$14.1M
Puts
$89.8M
Net Calls
-$75.6M
Net Calls Change
-$22M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$792M
3
PWM
3
PRW Wealth Management
Massachusetts
$86.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$97.8M
5
BCIM
5
Bishop & Co Investment Management
Pennsylvania
$30.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$40.5M
2
TF
2
TIAA FSB
Florida
$333M
3
EWA
3
EP Wealth Advisors
California
$5.83M
4
Bank of America
4
Bank of America
North Carolina
$712M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
226
Bragg Financial Advisors
North Carolina
$1.87M – – –
CCT
227
Chemung Canal Trust
New York
$1.85M – – –
WTB
228
Washington Trust Bank
Washington
$1.82M -$17K -70 -0.9%
GWM
229
Geneos Wealth Management
Colorado
$1.81M -$40K -165 -2%
SPC
230
Sigma Planning Corp
Michigan
$1.81M -$251K -1,034 -12%
UB
231
UMB Bank
Missouri
$1.78M +$32.3K +133 +2%
PFS
232
Prospera Financial Services
Texas
$1.77M +$462K +1,901 +35%
SCP
233
Stevens Capital Partners
Nebraska
$1.75M -$25K -103 -1%
LP
234
LGL Partners
Pennsylvania
$1.74M +$1.74M +7,165 New
MCWS
235
McKinley Carter Wealth Services
West Virginia
$1.72M -$86.4K -356 -5%
WFS
236
Widmann Financial Services
Maryland
$1.71M -$13.8K -57 -0.8%
AAS
237
Avantax Advisory Services
Texas
$1.69M -$265K -1,093 -14%
CCM
238
Corsair Capital Management
New York
$1.69M – – –
DWM
239
Dakota Wealth Management
Florida
$1.68M +$12.6K +52 +0.8%
HCMT
240
Highland Capital Management (Tennessee)
Tennessee
$1.67M +$12.1K +50 +0.7%
SHGA
241
Sand Hill Global Advisors
California
$1.67M – – –
IF
242
Ironwood Financial
Arizona
$1.66M +$2.91K +12 +0.2%
JA
243
JVL Associates
Michigan
$1.64M – – –
MOS
244
MGO One Seven
Ohio
$1.63M -$5.82K -24 -0.4%
BFG
245
Bleakley Financial Group
New Jersey
$1.62M -$544K -2,240 -25%
SS
246
Simplicity Solutions
Minnesota
$1.62M -$1.01M -4,158 -38%
T. Rowe Price Associates
247
T. Rowe Price Associates
Maryland
$1.62M +$123K +506 +8%
BSW
248
Buckingham Strategic Wealth
Missouri
$1.6M +$246K +1,015 +18%
SWP
249
Stratos Wealth Partners
Ohio
$1.6M +$57.3K +236 +4%
TWP
250
Total Wealth Planning
Ohio
$1.57M -$63.1K -260 -4%
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