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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 %
SVWAG
451
Sound View Wealth Advisors Group
Georgia
$609K -$1.84K -7 -0.3%
HI
452
Harbour Investments
Wisconsin
$608K +$1.58K +6 +0.3%
SC
453
Sepio Capital
Utah
$600K – – –
HPC
454
HM Payson & Co
Maine
$595K +$24.9K +95 +4%
FB
455
First Bancorp
Maine
$593K – – –
E
456
ETFidea
New York
$593K +$2.63K +10 +0.4%
CI
457
Chartist Inc
California
$586K -$3.68K -14 -0.6%
ATPW
458
Ashton Thomas Private Wealth
Arizona
$585K -$14.4K -55 -2%
TPW
459
Transatlantique Private Wealth
New York
$578K – – –
GP
460
Girard Partners
Pennsylvania
$575K -$74.1K -282 -11%
AWA
461
Arkadios Wealth Advisors
Georgia
$574K +$190K +725 +50%
SW
462
SlateStone Wealth
Florida
$558K +$157K +600 +39%
CVA
463
Central Valley Advisors
California
$555K – – –
NAM
464
NTV Asset Management
West Virginia
$549K +$3.68K +14 +0.7%
Envestnet Portfolio Solutions
465
Envestnet Portfolio Solutions
Illinois
$545K -$15K -57 -3%
MWM
466
Mission Wealth Management
California
$539K – – –
SDWMA
467
Schneider Downs Wealth Management Advisors
Pennsylvania
$535K +$535K +2,037 New
CWA
468
Cascade Wealth Advisors
Washington
$532K – – –
FAIM
469
Financial Advocates Investment Management
Washington
$531K -$17.1K -65 -3%
WP
470
WealthPLAN Partners
Nebraska
$527K +$1.58K +6 +0.3%
AO
471
Advisor OS
Illinois
$521K -$7.09K -27 -1%
AAM
472
AMI Asset Management
California
$520K -$21.5K -82 -4%
PL
473
Plancorp LLC
Missouri
$517K – – –
FCBT
474
First Citizens Bank & Trust
North Carolina
$517K – – –
SAM
475
Seelaus Asset Management
New Jersey
$516K – – –
17 18
19
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