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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

893 hedge funds and large institutions have $8.14B invested in iShares Russell 2000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 259 increasing their positions, 307 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-35
Holders Change %
-3.77%
% of All Funds
12.99%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
52
Increased
259
Reduced
307
Closed
73
Calls
$22M
Puts
$9.45M
Net Calls
+$12.6M
Net Calls Change
-$22M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$44.5M
2
JHU
Johns Hopkins University
Maryland
+$27.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$23M
4
WF
WoodTrust Financial
Wisconsin
+$21.8M
5
B
Barings
North Carolina
+$20.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$221M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$29.2M
3
PCP
Proficio Capital Partners
Massachusetts
-$28.6M
4
CA
CSM Advisors
Pennsylvania
-$28.2M
5
NRA
NSI Retail Advisors
Pennsylvania
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
276
TAP Consulting
Missouri
$1.65M +$484K +1,842 +41%
IF
277
Ironwood Financial
Arizona
$1.65M -$14.2K -54 -0.9%
CFG
278
Clayton Financial Group
Missouri
$1.65M +$104K +385 +7%
ML
279
McAdam LLC
Pennsylvania
$1.61M +$86.9K +331 +6%
TWP
280
Total Wealth Planning
Ohio
$1.59M -$25.2K -87 -2%
DWM
281
Dakota Wealth Management
Florida
$1.59M -$16.5K -63 -1%
TPI
282
Trust Point Inc
Wisconsin
$1.58M -$1.58K -6 -0.1%
HTC
283
Haverford Trust Company
Pennsylvania
$1.58M – – –
TYCC
284
Texas Yale Capital Corp
Florida
$1.57M – – –
LB
285
Legacy Bridge
Iowa
$1.57M +$17.1K +65 +1%
WAP
286
Wealthcare Advisory Partners
Pennsylvania
$1.56M -$45.7K -174 -3%
UCFA
287
United Capital Financial Advisors
Texas
$1.56M -$324K -1,233 -17%
LGG
288
Luts & Greenleigh Group
Maryland
$1.55M +$1.55M +5,916 New
MCWS
289
McKinley Carter Wealth Services
West Virginia
$1.55M -$66.2K -252 -4%
PS
290
Principal Securities
Iowa
$1.54M +$206K +784 +15%
AA
291
Axiom Advisory
California
$1.54M +$1.54M +5,931 New
SWM
292
Shakespeare Wealth Management
Wisconsin
$1.53M +$57.8K +220 +4%
MG
293
Mather Group
Illinois
$1.53M +$284K +1,048 +23%
IC
294
IEQ Capital
California
$1.51M +$2.89K +11 +0.2%
EAM
295
Eukles Asset Management
Ohio
$1.51M -$1.84K -7 -0.1%
CWM
296
Connecticut Wealth Management
Connecticut
$1.51M -$148K -565 -9%
MAM
297
MWA Asset Management
Massachusetts
$1.49M – – –
PWA
298
Primoris Wealth Advisors
Florida
$1.48M -$2.61M -9,933 -64%
LL
299
LWMG LLC
Minnesota
$1.48M +$60.9K +232 +4%
OP
300
ORG Partners
Indiana
$1.48M +$1.48M +5,658 New
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