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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 %
PWM
376
Perigon Wealth Management
California
$838K +$48.8K +186 +6%
IWC
377
Integrated Wealth Concepts
Massachusetts
$833K +$92.9K +354 +13%
APW
378
Acima Private Wealth
Virginia
$832K – – –
FNBSF
379
First National Bank Sioux Falls
South Dakota
$829K – – –
CCFM
380
Clear Creek Financial Management
Washington
$827K +$104K +398 +14%
PWW
381
Pettyjohn Wood & White
Virginia
$825K +$825K +3,141 New
FBFS
382
First Business Financial Services
Wisconsin
$822K – – –
BB
383
Bell Bank
North Dakota
$816K – – –
DB
384
Dravo Bay
Delaware
$810K -$13.4K -51 -2%
FA
385
Fiducient Advisors
Illinois
$806K +$320K +1,220 +66%
SCM
386
Stordahl Capital Management
Colorado
$798K -$74.8K -285 -9%
NS
387
NBC Securities
Alabama
$792K +$6.56K +25 +0.8%
GA
388
GFS Advisors
Texas
$788K -$2.07M -2,172 -72%
GC
389
Garde Capital
Washington
$788K -$9.97K -38 -1%
AA
390
Alesco Advisors
New York
$788K – – –
FWP
391
FAS Wealth Partners
Kansas
$781K +$3.68K +14 +0.5%
CWM
392
Cornerstone Wealth Management
Missouri
$779K +$26.3K +100 +3%
DTC
393
Davidson Trust Company
Washington
$775K -$57.2K -218 -7%
ZB
394
Zions Bancorporation
Utah
$760K -$4.46K -17 -0.6%
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$758K -$28.9K -110 -4%
AFG
396
Allegheny Financial Group
Pennsylvania
$758K -$8.93K -34 -1%
WCF
397
West Coast Financial
California
$758K – – –
WB
398
WesBanco Bank
West Virginia
$757K -$126K -480 -14%
WSFS
399
Wilmington Savings Fund Society
Delaware
$752K – – –
HCM
400
Hollencrest Capital Management
California
$751K +$77.4K +295 +11%
14 15
16
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