IWO icon

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 %
PGFC
251
Peapack-Gladstone Financial Corp
New Jersey
$1.57M -$115K -473 -7%
MFGP
252
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.57M +$1.7K +7 +0.1%
BRWA
253
B. Riley Wealth Advisors
Florida
$1.54M -$248K -1,021 -14%
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.49M -$335K -1,380 -18%
SWM
255
Shakespeare Wealth Management
Wisconsin
$1.49M -$45.4K -187 -3%
JFG
256
JMG Financial Group
Illinois
$1.47M +$122K +501 +9%
ES
257
Eagle Strategies
New York
$1.47M -$29.9K -123 -2%
HTC
258
Haverford Trust Company
Pennsylvania
$1.46M -$24.3K -100 -2%
TYCC
259
Texas Yale Capital Corp
Florida
$1.45M – – –
DA
260
Doliver Advisors
Texas
$1.44M +$1.44M +5,920 New
CCA
261
Cobblestone Capital Advisors
New York
$1.43M -$48.5K -200 -3%
CW
262
CreativeOne Wealth
Kansas
$1.42M +$65.8K +271 +5%
CCB
263
Country Club Bank
Missouri
$1.41M +$42.2K +175 +3%
VFA
264
Valeo Financial Advisors
Indiana
$1.41M +$107K +443 +8%
CIC
265
Carnegie Investment Counsel
Ohio
$1.41M +$30.8K +127 +2%
FTUS
266
Flow Traders U.S.
New York
$1.41M -$7.84M -32,318 -85%
JWCA
267
J.W. Cole Advisors
Florida
$1.4M +$7.04K +29 +0.5%
JGIA
268
Jackson Grant Investment Advisers
Connecticut
$1.37M +$1.7K +7 +0.1%
TC
269
TownSquare Capital
Utah
$1.37M -$105K -432 -7%
IC
270
IEQ Capital
California
$1.36M +$150K +617 +12%
LC
271
Lindbrook Capital
California
$1.35M -$96.6K -398 -7%
BCM
272
BTC Capital Management
Iowa
$1.34M -$3.16K -13 -0.2%
SSA
273
Schonfeld Strategic Advisors
New York
$1.33M +$1.33M +5,484 New
LL
274
LWMG LLC
Minnesota
$1.33M +$59.5K +245 +5%
CWM
275
Connecticut Wealth Management
Connecticut
$1.32M +$50K +206 +4%
9 10
11
12 13