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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 %
FCFC
451
First Commonwealth Financial Corp
Pennsylvania
$374K -$45.2K -219 -11%
SWP
452
Summit Wealth Partners
Florida
$372K +$1.45K +7 +0.4%
Fuller & Thaler Asset Management
453
Fuller & Thaler Asset Management
California
$368K -$451K -2,179 -55%
CIA
454
Caerus Investment Advisors
Texas
$367K – – –
CWM
455
Castle Wealth Management
Florida
$366K -$37.2K -180 -9%
SC
456
Savant Capital
Illinois
$364K +$1.65K +8 +0.5%
BO
457
Bank OZK
Arkansas
$363K +$363K +1,755 New
RWA
458
Ropes Wealth Advisors
Massachusetts
$362K +$4.13K +20 +1%
FCBT
459
First Citizens Bank & Trust
North Carolina
$359K +$14.5K +70 +4%
NFG
460
Nations Financial Group
Iowa
$358K -$4.96K -24 -1%
SIA
461
Stegner Investment Associates
Kentucky
$357K – – –
SWM
462
Southern Wealth Management
Texas
$356K -$527K -2,324 -60%
CI
463
CX Institutional
Indiana
$356K +$80.5K +389 +29%
AIM
464
Allen Investment Management
New York
$355K – – –
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$354K -$73.4K -355 -17%
AssetMark Inc
466
AssetMark Inc
California
$354K +$80.7K +391 +30%
UCB
467
United Community Bank
South Carolina
$353K – – –
MA
468
Montag & Associates
Georgia
$351K – – –
GP
469
Girard Partners
Pennsylvania
$350K -$1.24K -6 -0.4%
AIM
470
Athena Investment Management
California
$350K – – –
BAM
471
Belpointe Asset Management
Nevada
$349K +$156K +752 +80%
MWA
472
Martel Wealth Advisors
Washington
$347K -$38K -184 -10%
TFF
473
The Family Firm
Maryland
$343K +$39.1K +189 +13%
PAS
474
Park Avenue Securities
New York
$343K +$40.5K +196 +13%
ATPW
475
Ashton Thomas Private Wealth
Arizona
$342K -$85.9K -416 -20%
17 18
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