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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 %
CCB
276
Country Club Bank
Missouri
$1.32M – – –
JWCA
277
J.W. Cole Advisors
Florida
$1.32M +$25.1K +112 +2%
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.3M – – –
VFA
279
Valeo Financial Advisors
Indiana
$1.3M -$672 -3 -0.1%
CCA
280
Cobblestone Capital Advisors
New York
$1.29M -$31.4K -140 -2%
EH
281
Equitable Holdings
New York
$1.29M +$202K +900 +19%
BFG
282
Bleakley Financial Group
New Jersey
$1.28M -$214K -953 -14%
SS
283
Simplicity Solutions
Minnesota
$1.28M -$210K -939 -14%
LNC
284
Lincoln National Corp
Pennsylvania
$1.28M +$85.2K +380 +7%
AI
285
Atria Investments
North Carolina
$1.27M +$93.5K +417 +8%
JGIA
286
Jackson Grant Investment Advisers
Connecticut
$1.27M +$2.24K +10 +0.2%
BCM
287
BTC Capital Management
Iowa
$1.24M – – –
MAM
288
MWA Asset Management
Massachusetts
$1.23M +$1.23M +5,486 New
DWT
289
Dorsey & Whitney Trust
South Dakota
$1.22M – – –
ACA
290
Affinity Capital Advisors
California
$1.21M -$11.7K -52 -1%
VF
291
Vawter Financial
Ohio
$1.19M – – –
WA
292
Waverly Advisors
Alabama
$1.16M -$5.6K -25 -0.5%
CAG
293
Curtis Advisory Group
California
$1.16M +$609K +2,715 +111%
JRP
294
Jasper Ridge Partners
California
$1.15M – – –
CCG
295
Chatham Capital Group
Georgia
$1.15M – – –
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$1.15M – – –
CWS
297
Confluence Wealth Services
Pennsylvania
$1.14M +$189K +842 +20%
CFG
298
Citizens Financial Group
Rhode Island
$1.14M +$11K +49 +1%
ML
299
McAdam LLC
Pennsylvania
$1.13M +$104K +466 +10%
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M – – –
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