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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 %
MFC
476
Morris Financial Concepts
South Carolina
$514K – – –
TW
477
Transform Wealth
Colorado
$510K +$7.61K +29 +2%
EWM
478
Evercore Wealth Management
New York
$507K -$2.1K -8 -0.4%
PAM
479
Palisade Asset Management
Minnesota
$505K – – –
PCIA
480
Prime Capital Investment Advisors
Kansas
$504K -$46.5K -177 -8%
CAG
481
Csenge Advisory Group
Florida
$502K -$1.31K -5 -0.3%
GF
482
Gries Financial
Ohio
$502K +$263 +1 +0.1%
AFM
483
Armstrong Fleming & Moore
District of Columbia
$494K – – –
KIG
484
Kowal Investment Group
Wisconsin
$493K -$53.6K -204 -10%
SCM
485
Sage Capital Management
New Jersey
$492K +$787 +3 +0.2%
WA
486
Wealth Alliance
New York
$491K +$189K +719 +62%
CT
487
Colonial Trust
South Carolina
$490K – – –
D
488
Dentgroup
Louisiana
$490K -$2.1K -8 -0.4%
MA
489
MJP Associates
Connecticut
$485K -$8.93K -34 -2%
DJSG
490
D.J. St. Germain
Massachusetts
$484K -$8.14K -31 -2%
GCA
491
Genesee Capital Advisors
New York
$483K – – –
MIAS
492
Mason Investment Advisory Services
Virginia
$483K +$787 +3 +0.2%
PCM
493
Pointe Capital Management
Michigan
$483K -$16K -61 -3%
WHCFA
494
William Howard & Co Financial Advisors
Tennessee
$479K -$6.04K -23 -1%
OWM
495
Orgel Wealth Management
Wisconsin
$478K – – –
JWM
496
Jupiter Wealth Management
Colorado
$478K – – –
MA
497
Montag & Associates
Georgia
$474K +$65.6K +250 +16%
SWP
498
Summit Wealth Partners
Florida
$472K – – –
FWA
499
FSM Wealth Advisors
Ohio
$471K -$21K -80 -4%
IWM
500
IHT Wealth Management
Illinois
$470K -$3.15K -12 -0.7%
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