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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

786 hedge funds and large institutions have $6.84B invested in iShares Russell 2000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 255 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.59%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.45%
New
64
Increased
230
Reduced
255
Closed
54
Calls
$27.5M
Puts
$399M
Net Calls
-$372M
Net Calls Change
-$295M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$68.7M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$33.7M
3
SFP
Shepherd Financial Partners
Massachusetts
+$18.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.3M
5
LFWA
LBJ Family Wealth Advisors
Texas
+$10.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$154M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
3
Bank of America
Bank of America
North Carolina
-$96.8M
4
Goldman Sachs
Goldman Sachs
New York
-$96.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
426
Advisory Services Network
Georgia
$424K -$66.7K -323 -14%
DJSG
427
D.J. St. Germain
Massachusetts
$424K – – –
SDWMA
428
Schneider Downs Wealth Management Advisors
Pennsylvania
$423K +$20K +97 +5%
GF
429
Gries Financial
Ohio
$419K -$8.88K -43 -2%
PAM
430
Palisade Asset Management
Minnesota
$408K – – –
FF
431
FourThought Financial
Florida
$405K +$54.8K +265 +16%
HCM
432
HMS Capital Management
Tennessee
$404K -$128K -620 -24%
MFC
433
Morris Financial Concepts
South Carolina
$404K – – –
PCG
434
Prosperity Consulting Group
Maryland
$402K -$5.58K -27 -1%
CCG
435
Cypress Capital Group
Florida
$400K +$17.6K +85 +5%
HH
436
Hilltop Holdings
Texas
$400K +$400K +1,937 New
CWM
437
Cornerstone Wealth Management
Missouri
$399K +$62K +300 +18%
WIM
438
WealthPlan Investment Management
Nebraska
$397K +$397K +1,804 New
CWA
439
Consilio Wealth Advisors
Washington
$396K – – –
TC
440
TownSquare Capital
Utah
$390K +$47.7K +231 +14%
FA
441
FC Advisory
Pennsylvania
$390K +$171K +830 +78%
SI
442
Saxon Interests
Texas
$387K -$187K -852 -33%
PA
443
Parallel Advisors
California
$384K -$130K -629 -25%
DBT
444
Dubuque Bank & Trust
Iowa
$383K – – –
RMA
445
Roffman Miller Associates
Pennsylvania
$381K +$619 +3 +0.2%
FWP
446
Falcon Wealth Planning
California
$381K +$381K +1,845 New
GCA
447
Genesee Capital Advisors
New York
$380K – – –
SFPG
448
Stonebridge Financial Planning Group
Florida
$377K -$20.4K -99 -5%
AWM
449
Avaii Wealth Management
Wisconsin
$376K -$1.03K -5 -0.3%
PPW
450
Parcion Private Wealth
Washington
$375K -$206K -1,000 -35%
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