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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

827 hedge funds and large institutions have $7.91B invested in iShares Russell 2000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 246 increasing their positions, 267 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+14
Holders Change %
+1.72%
% of All Funds
13.04%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
67
Increased
246
Reduced
267
Closed
45
Calls
$14.1M
Puts
$89.8M
Net Calls
-$75.6M
Net Calls Change
-$22M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$792M
3
PWM
3
PRW Wealth Management
Massachusetts
$86.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$97.8M
5
BCIM
5
Bishop & Co Investment Management
Pennsylvania
$30.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$40.5M
2
TF
2
TIAA FSB
Florida
$333M
3
EWA
3
EP Wealth Advisors
California
$5.83M
4
Bank of America
4
Bank of America
North Carolina
$712M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
301
Colony Group
Massachusetts
$1.12M -$30.1K -124 -3%
ML
302
McAdam LLC
Pennsylvania
$1.12M -$22.1K -91 -2%
FCFC
303
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$708K +2,917 +175%
KCM
304
Kennicott Capital Management
California
$1.09M +$720K +8,905 +193%
CCM
305
Carlson Capital Management
Minnesota
$1.09M – – –
SWM
306
Spire Wealth Management
Virginia
$1.09M -$136K -559 -11%
FBB
307
Fulton Breakefield Broenniman
Maryland
$1.09M -$68.2K -281 -6%
RWG
308
Ratio Wealth Group
Colorado
$1.08M +$1.08M +4,448 New
PPC
309
Park Place Capital
Alabama
$1.07M – – –
AFC
310
AFT Forsyth & Company
Florida
$1.07M -$72.8K -300 -6%
BFO
311
Boston Family Office
Massachusetts
$1.07M +$12.6K +52 +1%
TNA
312
True North Advisors
Texas
$1.06M +$58K +239 +6%
Wealthfront Advisers
313
Wealthfront Advisers
California
$1.06M -$267K -1,099 -20%
GWM
314
GSB Wealth Management
Connecticut
$1.06M +$318K +1,311 +43%
SF
315
Summit Financial
New Jersey
$1.05M -$69.4K -286 -6%
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$1.04M – – –
IAN
317
Integrated Advisors Network
Texas
$1.04M +$154K +634 +17%
CWS
318
Confluence Wealth Services
Pennsylvania
$1.03M +$121K +500 +13%
PP
319
Prosperity Planning
Missouri
$1.03M -$16.5K -68 -2%
Lido Advisors
320
Lido Advisors
California
$1.03M +$306K +1,259 +42%
RB
321
Renasant Bank
Mississippi
$1.02M – – –
TAM
322
Townsend Asset Management
North Carolina
$1M +$1.46K +6 +0.1%
TP
323
Tranquility Partners
Tennessee
$1M +$45.1K +186 +5%
DT
324
Diversified Trust
Tennessee
$992K -$26K -107 -3%
CC
325
Chicago Capital
Illinois
$958K -$102K -421 -10%
11 12
13
14 15