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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 %
FWP
351
FAS Wealth Partners
Kansas
$743K -$15.5K -69 -2%
IWM
352
IHT Wealth Management
Illinois
$725K -$3.36K -15 -0.5%
DTC
353
Davidson Trust Company
Washington
$722K +$7.17K +32 +1%
APW
354
Acima Private Wealth
Virginia
$711K – – –
FNBSF
355
First National Bank Sioux Falls
South Dakota
$708K – – –
FBFS
356
First Business Financial Services
Wisconsin
$707K – – –
FCA
357
FinTrust Capital Advisors
South Carolina
$703K -$173K -773 -20%
CMI
358
Clare Market Investments
Texas
$701K -$97K -433 -12%
RWG
359
Regal Wealth Group
California
$699K -$52.5K -234 -7%
IWC
360
Integrated Wealth Concepts
Massachusetts
$698K +$24.2K +108 +4%
BB
361
Bell Bank
North Dakota
$697K – – –
DB
362
Dravo Bay
Delaware
$695K +$13.7K +61 +2%
GT
363
Glenview Trust
Kentucky
$695K – – –
HSA
364
HBK Sorce Advisory
Pennsylvania
$694K -$73.3K -327 -10%
CA
365
CoreCap Advisors
Michigan
$689K +$689K +3,076 New
PWP
366
Perfromance Wealth Partners
Illinois
$686K – – –
AA
367
Alesco Advisors
New York
$672K – – –
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$672K -$24.7K -110 -4%
GA
369
GFS Advisors
Texas
$672K +$672K +3,000 New
LT
370
Legacy Trust
Michigan
$668K – – –
WSFS
371
Wilmington Savings Fund Society
Delaware
$667K -$121K -539 -15%
WB
372
WesBanco Bank
West Virginia
$667K +$26.7K +119 +4%
AL
373
Aspiriant LLC
California
$667K -$11K -49 -2%
SW
374
SkyOak Wealth
Michigan
$663K -$29.8K -133 -4%
Betterment LLC
375
Betterment LLC
New York
$663K +$91.8K +410 +16%
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15
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