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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

829 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
13.22%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.38%
New
66
Increased
253
Reduced
230
Closed
53
Calls
$18.1M
Puts
$110M
Net Calls
-$92.2M
Net Calls Change
-$16.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$127M
2
Jane Street
Jane Street
New York
+$84.8M
3
Charles Schwab
Charles Schwab
California
+$82M
4
UBS Group
UBS Group
Switzerland
+$63.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$51.5M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$194M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$121M
3
PWM
PRW Wealth Management
Massachusetts
-$108M
4
Morgan Stanley
Morgan Stanley
New York
-$51.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Corsair Capital Management
New York
$1.56M – – –
MCWS
252
McKinley Carter Wealth Services
West Virginia
$1.54M -$48K -214 -3%
BSW
253
Buckingham Strategic Wealth
Missouri
$1.51M +$35.2K +157 +2%
JA
254
JVL Associates
Michigan
$1.51M – – –
HCMT
255
Highland Capital Management (Tennessee)
Tennessee
$1.51M -$32.7K -146 -2%
CWM
256
Connecticut Wealth Management
Connecticut
$1.5M +$277K +1,235 +23%
BRWA
257
B. Riley Wealth Advisors
Florida
$1.49M +$63.1K +281 +4%
DWM
258
Dakota Wealth Management
Florida
$1.49M -$67.2K -300 -4%
IF
259
Ironwood Financial
Arizona
$1.49M -$45.1K -201 -3%
SHGA
260
Sand Hill Global Advisors
California
$1.48M -$57.2K -255 -4%
T. Rowe Price Associates
261
T. Rowe Price Associates
Maryland
$1.46M -$30.1K -134 -2%
LGG
262
Luts & Greenleigh Group
Maryland
$1.46M +$410K +1,830 +39%
MFGP
263
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.45M – – –
TWP
264
Total Wealth Planning
Ohio
$1.44M -$12.1K -54 -0.8%
PGFC
265
Peapack-Gladstone Financial Corp
New Jersey
$1.42M -$28.7K -128 -2%
TCM
266
Triumph Capital Management
Colorado
$1.38M +$1.14M +5,094 +489%
MOS
267
MGO One Seven
Ohio
$1.38M -$129K -574 -9%
ES
268
Eagle Strategies
New York
$1.37M +$18.4K +82 +1%
JFG
269
JMG Financial Group
Illinois
$1.36M – – –
SWM
270
Shakespeare Wealth Management
Wisconsin
$1.36M -$17.7K -79 -1%
Fuller & Thaler Asset Management
271
Fuller & Thaler Asset Management
California
$1.36M +$1.02M +4,567 +308%
HTC
272
Haverford Trust Company
Pennsylvania
$1.35M – – –
IC
273
IEQ Capital
California
$1.35M +$86.7K +387 +7%
CIC
274
Carnegie Investment Counsel
Ohio
$1.35M +$46.4K +207 +4%
TYCC
275
Texas Yale Capital Corp
Florida
$1.34M – – –
9 10
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