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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

813 hedge funds and large institutions have $6.76B invested in iShares Russell 2000 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 212 increasing their positions, 307 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-22
Holders Change %
-2.63%
% of All Funds
13.01%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
79
Increased
212
Reduced
307
Closed
77
Calls
$32.2M
Puts
$85.8M
Net Calls
-$53.6M
Net Calls Change
+$205M

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
+$31.3M
2
Barclays
Barclays
United Kingdom
+$25.7M
3
TRCT
Tower Research Capital (TRC)
New York
+$22.8M
4
Jane Street
Jane Street
New York
+$22.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$15.6M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$129M
2
Bank of America
Bank of America
North Carolina
-$63.8M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$51M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$38.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
476
Sage Financial Group
Pennsylvania
$353K +$51K +225 +17%
AHC
477
Anderson Hoagland & Co
Missouri
$353K – – –
PRWA
478
Platte River Wealth Advisors
Colorado
$353K – – –
HI
479
Harbour Investments
Wisconsin
$351K +$3.63K +16 +1%
SC
480
Scotia Capital
Ontario, Canada
$348K – – –
WF
481
Warner Financial
Maryland
$347K +$908 +4 +0.3%
JIC
482
Joel Isaacson & Co
New York
$347K -$42K -185 -11%
WP
483
WealthSource Partners
California
$345K – – –
WP
484
WealthPLAN Partners
Nebraska
$342K -$120K -527 -26%
MWM
485
Mission Wealth Management
California
$342K – – –
BCC
486
Bridge City Capital
Oregon
$341K +$85.7K +378 +34%
AT
487
American Trust
Kentucky
$341K +$43.3K +193 +15%
EPA
488
Element Pointe Advisors
Florida
$341K – – –
CIR
489
Clear Investment Research
Georgia
$340K +$10.4K +46 +3%
WI
490
Wintrust Investments
Illinois
$339K -$5.21K -23 -2%
9WM
491
9258 Wealth Management
Ohio
$338K – – –
ONB
492
Old National Bancorp
Indiana
$334K +$334K +1,471 New
PIMG
493
Patriot Investment Management Group
Tennessee
$333K – – –
TGAM
494
TBH Global Asset Management
Tennessee
$331K – – –
OFG
495
Oxford Financial Group
Indiana
$330K – – –
PCIA
496
Prime Capital Investment Advisors
Kansas
$329K -$117K -516 -26%
AWA
497
Arkadios Wealth Advisors
Georgia
$328K -$7.48K -33 -2%
CPRC
498
Consolidated Portfolio Review Corp
New York
$326K +$326K +1,439 New
BAM
499
Berkshire Asset Management
Pennsylvania
$326K +$326K +1,437 New
PAM
500
Pegasus Asset Management
New York
$320K -$17.9K -79 -5%
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