IWO icon

iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

786 hedge funds and large institutions have $6.84B invested in iShares Russell 2000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 255 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.59%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.45%
New
64
Increased
230
Reduced
255
Closed
54
Calls
$27.5M
Puts
$399M
Net Calls
-$372M
Net Calls Change
-$295M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$68.7M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$33.7M
3
SFP
Shepherd Financial Partners
Massachusetts
+$18.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.3M
5
LFWA
LBJ Family Wealth Advisors
Texas
+$10.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$154M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
3
Bank of America
Bank of America
North Carolina
-$96.8M
4
Goldman Sachs
Goldman Sachs
New York
-$96.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
351
Acima Private Wealth
Virginia
$655K – – –
FNBSF
352
First National Bank Sioux Falls
South Dakota
$653K – – –
DTC
353
Davidson Trust Company
Washington
$652K -$13K -63 -2%
FBFS
354
First Business Financial Services
Wisconsin
$651K – – –
VCWA
355
Vanguard Capital Wealth Advisors
Colorado
$649K +$649K +3,139 New
IPW
356
Intergy Private Wealth
Colorado
$638K +$638K +3,089 New
FB
357
Fulton Bank
Pennsylvania
$637K +$72.3K +350 +13%
DB
358
Dravo Bay
Delaware
$633K +$80.4K +389 +15%
PHAM
359
Palisades Hudson Asset Management
Florida
$633K +$115K +558 +22%
D
360
Dentgroup
Louisiana
$632K -$17.1K -82 -3%
IWA
361
Inspirion Wealth Advisors
Illinois
$631K +$93.7K +454 +17%
AA
362
Alesco Advisors
New York
$620K – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$606K -$4.75K -23 -0.8%
RA
364
Riversedge Advisors
Delaware
$603K – – –
Lido Advisors
365
Lido Advisors
California
$600K -$34.8K -169 -5%
WCF
366
West Coast Financial
California
$596K – – –
GPA
367
Guidance Point Advisors
Massachusetts
$596K +$1.86K +9 +0.3%
TW
368
Transform Wealth
Colorado
$592K -$54.5K -264 -8%
AI
369
Accredited Investors
Minnesota
$587K – – –
AL
370
Aspiriant LLC
California
$583K – – –
ML
371
McAdam LLC
Pennsylvania
$583K +$46.3K +224 +9%
AIA
372
Angeles Investment Advisors
California
$583K +$583K +2,820 New
KF
373
Krilogy Financial
Missouri
$580K +$413 +2 +0.1%
HTC
374
Haverford Trust Company
Pennsylvania
$570K -$523K -2,535 -48%
IWM
375
IHT Wealth Management
Illinois
$564K +$336K +1,626 +147%
13 14
15
16 17