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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 %
TNA
351
True North Advisors
Texas
$1.01M – – –
TAM
352
Townsend Asset Management
North Carolina
$1M +$1.58K +6 +0.2%
Betterment LLC
353
Betterment LLC
New York
$997K +$119K +454 +14%
PP
354
Prosperity Planning
Missouri
$974K -$4.2K -16 -0.4%
GPA
355
Guidance Point Advisors
Massachusetts
$970K +$3.41K +13 +0.4%
DT
356
Diversified Trust
Tennessee
$970K -$32K -122 -3%
GJIA
357
Glass Jacobson Investment Advisors
Maryland
$962K – – –
GL
358
Graypoint LLC
New York
$956K – – –
SFPG
359
Stonebridge Financial Planning Group
Florida
$948K +$45.9K +175 +5%
SG
360
StoneX Group
New York
$946K +$4.2K +16 +0.4%
Renaissance Technologies
361
Renaissance Technologies
New York
$945K +$945K +3,600 New
GT
362
Glenview Trust
Kentucky
$926K +$8.66K +33 +0.9%
LSPW
363
Lake Street Private Wealth
Illinois
$922K +$151K +574 +20%
RVPG
364
Relative Value Partners Group
$922K +$922K +3,511 New
AL
365
Aspiriant LLC
California
$906K +$118K +448 +15%
EAM
366
Eagle Asset Management
Florida
$903K +$903K +3,466 New
HPM
367
Hoxton Planning & Management
West Virginia
$899K -$75.3K -287 -8%
CAG
368
Crestwood Advisors Group
Massachusetts
$894K -$12.9K -49 -1%
KMWM
369
Keudell/Morrison Wealth Management
Oregon
$892K – – –
RA
370
Riversedge Advisors
Delaware
$888K -$14.4K -55 -2%
DI
371
Disciplined Investments
Oklahoma
$876K +$23.1K +88 +3%
Allspring Global Investments
372
Allspring Global Investments
North Carolina
$874K – – –
IIC
373
Ironwood Investment Counsel
Arizona
$867K – – –
CNBT
374
Canandaigua National Bank & Trust
New York
$845K +$845K +3,217 New
HSA
375
HBK Sorce Advisory
Pennsylvania
$839K -$34.1K -130 -4%
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15
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