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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$28.6M
3
Charles Schwab
Charles Schwab
California
+$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Goldman Sachs
Goldman Sachs
New York
+$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$903M
2
APF
Alaska Permanent Fund
Alaska
-$91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$29.5M
4
APP
Avantax Planning Partners
Iowa
-$27.9M
5
Twin Tree Management
Twin Tree Management
Texas
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
376
Triumph Capital Management
Colorado
$863K +$344K +1,281 +66%
APW
377
Acima Private Wealth
Virginia
$858K – – –
DTC
378
Davidson Trust Company
Washington
$858K -$542 -2 -0.1%
FNBSF
379
First National Bank Sioux Falls
South Dakota
$855K – – –
EWA
380
Exencial Wealth Advisors
Oklahoma
$851K -$35.2K -130 -4%
DB
381
Dravo Bay
Delaware
$850K -$7.04K -26 -0.8%
FBFS
382
First Business Financial Services
Wisconsin
$848K – – –
BB
383
Bell Bank
North Dakota
$842K – – –
GC
384
Garde Capital
Washington
$823K -$69K -255 -8%
PWM
385
Perigon Wealth Management
California
$814K +$180K +666 +28%
AL
386
Aspiriant LLC
California
$813K – – –
AA
387
Alesco Advisors
New York
$812K – – –
GA
388
GFS Advisors
Texas
$812K – – –
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$811K – – –
NS
390
NBC Securities
Alabama
$811K +$38.2K +141 +5%
CA
391
Clearstead Advisors
Ohio
$808K +$36.2K +139 +5%
FWP
392
FAS Wealth Partners
Kansas
$802K +$5.15K +19 +0.6%
LSPW
393
Lake Street Private Wealth
Illinois
$795K -$3.27M -12,059 -80%
AFG
394
Allegheny Financial Group
Pennsylvania
$791K +$71.5K +264 +10%
ZB
395
Zions Bancorporation
Utah
$788K -$2.38M -8,774 -75%
WCF
396
West Coast Financial
California
$782K – – –
IWS
397
Integrity Wealth Solutions
Colorado
$780K -$190K -702 -20%
EWA
398
EverSource Wealth Advisors
Alabama
$777K +$683K +2,727 +723%
CWM
399
Cornerstone Wealth Management
Missouri
$777K +$19K +70 +3%
WSFS
400
Wilmington Savings Fund Society
Delaware
$775K +$775K +2,863 New
14 15
16
17 18