IWO icon

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 %
WTB
251
Washington Trust Bank
Washington
$2.03M – – –
CCM
252
Corsair Capital Management
New York
$2.03M -$2.03M -7,500 -50%
BSW
253
Buckingham Strategic Wealth
Missouri
$2.01M +$75.8K +280 +4%
CIC
254
Carnegie Investment Counsel
Ohio
$2M +$151K +558 +8%
LNC
255
Lincoln National Corp
Pennsylvania
$1.99M +$338K +1,247 +20%
UCFA
256
United Capital Financial Advisors
Texas
$1.94M -$245K -905 -11%
WFS
257
Widmann Financial Services
Maryland
$1.92M -$542 -2 -0%
MFGP
258
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.92M +$1.9K +7 +0.1%
FTWA
259
Fifth Third Wealth Advisors
Ohio
$1.92M +$1.4M +5,184 +273%
SG
260
Somerset Group
Minnesota
$1.91M -$586K -2,165 -24%
UB
261
UMB Bank
Missouri
$1.9M -$49.6K -183 -3%
CWA
262
Cornerstone Wealth Advisors
Minnesota
$1.88M -$174K -642 -8%
FNBT
263
FineMark National Bank & Trust
Florida
$1.87M +$38.5K +142 +2%
OWA
264
Opal Wealth Advisors
New York
$1.85M -$66.3K -245 -3%
Wealthfront Advisers
265
Wealthfront Advisers
California
$1.84M +$376K +1,388 +26%
JA
266
JVL Associates
Michigan
$1.83M – – –
TPCW
267
TD Private Client Wealth
New York
$1.82M -$1.12M -4,118 -38%
CW
268
CreativeOne Wealth
Kansas
$1.82M +$164K +605 +10%
SF
269
Summit Financial
New Jersey
$1.79M +$242K +894 +16%
T. Rowe Price Associates
270
T. Rowe Price Associates
Maryland
$1.77M – – –
HCMT
271
Highland Capital Management (Tennessee)
Tennessee
$1.76M – – –
AI
272
Atria Investments
North Carolina
$1.76M +$504K +1,861 +40%
CCA
273
Cobblestone Capital Advisors
New York
$1.74M +$200K +740 +13%
RP
274
Riverbridge Partners
Minnesota
$1.73M -$1.22M -4,500 -41%
IF
275
Ironwood Financial
Arizona
$1.72M -$39.3K -145 -2%
9 10
11
12 13