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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 %
AWM
401
Apollon Wealth Management
South Carolina
$746K -$1.62M -6,158 -68%
IWA
402
Inspirion Wealth Advisors
Illinois
$741K – – –
IPW
403
Intergy Private Wealth
Colorado
$740K +$263 +1 +0%
CF
404
Centaurus Financial
California
$736K +$48.1K +183 +7%
BOSSRA
405
B.O.S.S. Retirement Advisors
Utah
$735K +$320K +1,217 +77%
JWA
406
JFS Wealth Advisors
Pennsylvania
$733K – – –
FFN
407
Focus Financial Network
Minnesota
$731K -$15.4K -54 -2%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$726K – – –
CAL
409
Capital Analysts LLC
Pennsylvania
$720K +$263 +1 +0%
PWP
410
Perfromance Wealth Partners
Illinois
$708K – – –
QWM
411
Quadcap Wealth Management
Texas
$708K +$228K +867 +47%
SW
412
SkyOak Wealth
Michigan
$697K -$37.8K -144 -5%
GIA
413
GHP Investment Advisors
Colorado
$690K -$7.62K -29 -1%
FCA
414
FinTrust Capital Advisors
South Carolina
$686K -$1.31K -5 -0.2%
AI
415
Accredited Investors
Minnesota
$684K – – –
LT
416
Legacy Trust
Michigan
$678K -$39.4K -150 -5%
GCM
417
Gables Capital Management
Florida
$676K – – –
MFIM
418
Mesirow Financial Investment Management
Illinois
$672K -$6.05K -23 -0.9%
SWA
419
SOA Wealth Advisors
New York
$671K -$171K -653 -20%
MWA
420
Midland Wealth Advisors
Illinois
$671K -$55.4K -211 -8%
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$671K +$23.4K +89 +4%
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$670K +$23.9K +91 +4%
BFC
423
Bedel Financial Consulting
Indiana
$670K +$525 +2 +0.1%
MOS
424
MGO One Seven
Ohio
$669K -$196K -748 -23%
PHAM
425
Palisades Hudson Asset Management
Florida
$668K +$1.05K +4 +0.2%
15 16
17
18 19