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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 %
NWA
426
Navis Wealth Advisors
New York
$666K – – –
BWM
427
Brown Wealth Management
Illinois
$665K +$119K +454 +22%
NP
428
NorthRock Partners
Minnesota
$662K -$32.8K -125 -5%
HCA
429
Heck Capital Advisors
Wisconsin
$659K +$104K +395 +19%
EWA
430
Exencial Wealth Advisors
Oklahoma
$658K -$167K -635 -20%
GPA
431
Garrison Point Advisors
California
$654K – – –
IWS
432
Integrity Wealth Solutions
Colorado
$652K -$105K -399 -14%
LIA
433
LS Investment Advisors
Michigan
$650K – – –
FA
434
FC Advisory
Pennsylvania
$649K +$73.5K +280 +13%
PFP
435
Pinnacle Financial Partners
Tennessee
$648K – – –
MMHP
436
Murphy Middleton Hinkle & Parker
Georgia
$644K +$73.8K +281 +13%
LW
437
Linscomb Wealth
Texas
$644K – – –
FB
438
Fulton Bank
Pennsylvania
$641K – – –
AWA
439
Archvest Wealth Advisors
California
$640K +$640K +2,455 New
NOI
440
Newton One Investments
Delaware
$640K +$15K +57 +2%
CMI
441
Clare Market Investments
Texas
$636K -$107K -406 -14%
CWA
442
Consilium Wealth Advisory
Texas
$634K – – –
ATI
443
ARK & TLK Investments
Oklahoma
$629K -$6.56K -25 -1%
ECM
444
Elgethun Capital Management
South Dakota
$623K +$262 +1 +0%
CWM
445
Cahaba Wealth Management
Georgia
$623K +$788 +3 +0.1%
WFAG
446
Wescott Financial Advisory Group
Pennsylvania
$621K +$177K +673 +40%
PPWP
447
Premier Path Wealth Partners
New Jersey
$619K +$619K +2,357 New
AFP
448
Ausdal Financial Partners
Iowa
$618K +$1.58K +6 +0.3%
B
449
Bensler
Washington
$612K +$263 +1 +0%
BFS
450
Bradley Foster & Sargent
Connecticut
$610K +$24.4K +93 +4%
16 17
18
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