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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$73.7M
2
PCP
Proficio Capital Partners
Massachusetts
$28.6M
3
Charles Schwab
Charles Schwab
California
$115M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
5
Goldman Sachs
Goldman Sachs
New York
$216M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$906M
2
APF
Alaska Permanent Fund
Alaska
$47.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.27M
4
APP
Avantax Planning Partners
Iowa
$7.23M
5
Twin Tree Management
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VW
226
Vance Wealth
California
$2.53M +$1.08K +4 +0%
RZH
227
Relyea Zuckerberg Hanson
Connecticut
$2.5M -$178K -659 -7%
PAG
228
Private Advisor Group
New Jersey
$2.47M +$89.3K +330 +4%
IFWM
229
Institute for Wealth Management
Colorado
$2.45M – – –
AWM
230
Apollon Wealth Management
South Carolina
$2.44M -$135K -499 -5%
DFA
231
DHJJ Financial Advisors
Illinois
$2.4M -$74.2K -274 -3%
SPC
232
Sigma Planning Corp
Michigan
$2.39M +$1.89M +6,967 +371%
WIC
233
Whitegate Investment Counselors
New Hampshire
$2.39M – – –
BCWM
234
Bartlett & Co Wealth Management
Ohio
$2.38M -$72.6K -268 -3%
Vanguard Group
235
Vanguard Group
Pennsylvania
$2.37M -$5.69K -21 -0.2%
SCG
236
Sonata Capital Group
Washington
$2.32M -$511K -1,886 -18%
HNB
237
Huntington National Bank
Ohio
$2.29M -$2.35M – –
AIA
238
Alera Investment Advisors
Illinois
$2.24M -$241K -891 -10%
FWM
239
FMA Wealth Management
Massachusetts
$2.23M -$9.23K -34 -0.4%
PFS
240
Prospera Financial Services
Texas
$2.21M +$332K +1,226 +18%
SHGA
241
Sand Hill Global Advisors
California
$2.2M -$2.01M -7,421 -48%
SCA
242
Snowden Capital Advisors
New York
$2.2M -$118K -436 -5%
DWT
243
Dorsey & Whitney Trust
South Dakota
$2.17M – – –
VWA
244
Visionary Wealth Advisors
Illinois
$2.17M -$56.6K -209 -3%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$2.15M +$9.21K +34 +0.4%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$2.15M -$148K -546 -6%
PAS
247
Park Avenue Securities
New York
$2.14M +$684K +2,525 +47%
GWM
248
Geneos Wealth Management
Colorado
$2.1M +$51.7K +191 +3%
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$2.09M -$8.76M -32,301 -81%
CCT
250
Chemung Canal Trust
New York
$2.06M – – –
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