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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 %
ATC
476
Adirondack Trust Company
New York
$341K +$6.82K +33 +2%
SGAM
477
Stephens Group Asset Management
Arkansas
$340K – – –
CWM
478
Congress Wealth Management
Massachusetts
$339K +$339K +1,641 New
PWM
479
PBMares Wealth Management
Virginia
$334K -$77.3K -374 -19%
CAM
480
Congress Asset Management
Massachusetts
$330K +$330K +1,595 New
WI
481
Wintrust Investments
Illinois
$328K -$13.2K -64 -4%
9WM
482
9258 Wealth Management
Ohio
$328K -$3.93K -19 -1%
SIC
483
Sigma Investment Counselors
Michigan
$328K – – –
HFA
484
High Falls Advisors
New York
$328K +$619 +3 +0.2%
AT
485
American Trust
Kentucky
$327K -$360K -1,739 -52%
HI
486
Harbour Investments
Wisconsin
$323K – – –
AHC
487
Anderson Hoagland & Co
Missouri
$321K – – –
PRWA
488
Platte River Wealth Advisors
Colorado
$321K – – –
PIMG
489
Patriot Investment Management Group
Tennessee
$320K – – –
OIA
490
OneDigital Investment Advisors
Kansas
$318K -$49.4K -239 -13%
SFA
491
Sequoia Financial Advisors
Ohio
$318K – – –
SC
492
Scotia Capital
Ontario, Canada
$317K – – –
AF
493
Allworth Financial
California
$315K -$4.33K -21 -1%
PAM
494
Pegasus Asset Management
New York
$315K – – –
HGWM
495
Harvest Group Wealth Management
Massachusetts
$310K -$13.7K -64 -4%
EPA
496
Element Pointe Advisors
Florida
$310K – – –
DDC
497
DF Dent & Co
Maryland
$310K +$310K +1,500 New
WP
498
WealthSource Partners
California
$309K – – –
PWM
499
PRW Wealth Management
Massachusetts
$308K +$2.69K +13 +0.9%
AWA
500
Arkadios Wealth Advisors
Georgia
$307K +$87.4K +423 +40%
18 19
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