IWO icon

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
1
Alaska Permanent Fund
Alaska
$522M
2
LOAMS
2
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.7M
3
SFP
3
Shepherd Financial Partners
Massachusetts
$19.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$36.3M
5
LFWA
5
LBJ Family Wealth Advisors
Texas
$13M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$47.9M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$155M
3
Bank of America
3
Bank of America
North Carolina
$633M
4
Goldman Sachs
4
Goldman Sachs
New York
$233M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$53.6M -$18.8M -90,759 -26%
CB
27
Commerce Bank
Missouri
$51.3M -$757K -3,665 -1%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$49M -$70.1M -339,183 -59%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$47.9M -$154M -744,252 -76%
Citigroup
30
Citigroup
New York
$45.2M -$4.97M -24,039 -10%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$44.4M +$113K +546 +0.3%
Truist Financial
32
Truist Financial
North Carolina
$42.5M -$1.16M -5,631 -3%
SEI Investments
33
SEI Investments
Pennsylvania
$38.9M +$2.12M +10,255 +6%
BPWM
34
Badgley Phelps Wealth Managers
Washington
$37.1M -$1.52M -7,364 -4%
Osaic Holdings
35
Osaic Holdings
Arizona
$36.3M +$11.3M +54,462 +45%
KeyBank National Association
36
KeyBank National Association
Ohio
$34M -$704K -3,410 -2%
LOAMS
37
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.7M +$33.7M +163,200 New
RJA
38
Raymond James & Associates
Florida
$31.9M +$661K +3,199 +2%
Creative Planning
39
Creative Planning
Kansas
$29.8M -$7.35M -35,561 -20%
Brown Advisory
40
Brown Advisory
Maryland
$29.3M -$5.67M -27,438 -16%
BCI
41
Brinker Capital Investments
Pennsylvania
$27.9M -$1.93M -9,358 -6%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$27.1M +$2.61M +12,635 +11%
Ameriprise
43
Ameriprise
Minnesota
$26.3M +$1.65M +7,997 +7%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$25.9M -$1.31M -6,322 -5%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$24.6M -$191K -904 -0.8%
CL
46
Choreo LLC
Illinois
$23.4M +$1.87M +9,039 +9%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$22.5M -$371K -1,798 -2%
APP
48
Avantax Planning Partners
Iowa
$21.9M +$2.59M +12,537 +13%
FWIA
49
Fort Washington Investment Advisors
Ohio
$21.7M – – –
SAM
50
Silvercrest Asset Management
New York
$21.3M -$44.6K -216 -0.2%
1
2
3 4 5