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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

1,041 hedge funds and large institutions have $9.34B invested in iShares Russell 2000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 330 increasing their positions, 269 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+84
Holders Change %
+8.78%
% of All Funds
13.86%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.44%
New
156
Increased
330
Reduced
269
Closed
50
Calls
$49.3M
Puts
$17.4M
Net Calls
+$31.9M
Net Calls Change
+$31.9M

Top Buyers

1
CM
Churchill Management
California
+$196M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$79.7M
4
Bank of America
Bank of America
North Carolina
+$38.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$74.5M
2
US Bancorp
US Bancorp
Minnesota
-$58.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$50.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$44.3M
5
Barclays
Barclays
United Kingdom
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
276
Lionshead Wealth Management
New York
$2.06M +$2.06M +7,141 New
SPC
277
Sigma Planning Corp
Michigan
$2.04M +$25.6K +89 +1%
SG
278
Somerset Group
Minnesota
$2.03M – – –
Neuberger Berman Group
279
Neuberger Berman Group
New York
$2.01M +$2.01M +6,973 New
JWCA
280
J.W. Cole Advisors
Florida
$2M +$277K +963 +16%
SCG
281
Sonata Capital Group
Washington
$1.99M -$26.2K -91 -1%
MFGP
282
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.96M -$10.9K -38 -0.6%
LWCFA
283
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.95M – – –
OWA
284
Opal Wealth Advisors
New York
$1.95M +$76K +264 +4%
JA
285
JVL Associates
Michigan
$1.94M – – –
SGCA
286
Steel Grove Capital Advisors
Tennessee
$1.91M -$581K -2,017 -23%
T. Rowe Price Associates
287
T. Rowe Price Associates
Maryland
$1.91M – – –
JFG
288
JMG Financial Group
Illinois
$1.9M +$9.5K +33 +0.5%
CCA
289
Cobblestone Capital Advisors
New York
$1.85M – – –
CWA
290
Cornerstone Wealth Advisors
Minnesota
$1.85M -$86.6K -301 -4%
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$1.84M -$191K -662 -9%
HCMT
292
Highland Capital Management (Tennessee)
Tennessee
$1.83M -$2.88K -10 -0.2%
UB
293
UMB Bank
Missouri
$1.8M – – –
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$1.77M +$1.24M +4,314 +235%
CFG
295
Citizens Financial Group
Rhode Island
$1.77M +$150K +522 +9%
TYCC
296
Texas Yale Capital Corp
Florida
$1.75M – – –
IAA
297
Independent Advisor Alliance
North Carolina
$1.75M +$1.75M +6,071 New
DDC
298
DF Dent & Co
Maryland
$1.75M +$1.75M +6,067 New
LGG
299
Luts & Greenleigh Group
Maryland
$1.74M +$17.8K +62 +1%
LB
300
Legacy Bridge
Iowa
$1.73M +$11.5K +40 +0.7%
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