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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$28.6M
3
Charles Schwab
Charles Schwab
California
+$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Goldman Sachs
Goldman Sachs
New York
+$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$903M
2
APF
Alaska Permanent Fund
Alaska
-$91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$29.5M
4
APP
Avantax Planning Partners
Iowa
-$27.9M
5
Twin Tree Management
Twin Tree Management
Texas
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
501
Verdence Capital Advisors
Maryland
$473K – – –
TCA
502
Trifecta Capital Advisors
Illinois
$470K – – –
GI
503
GLOBALT Investments
Georgia
$470K – – –
IA
504
IFP Advisors
Florida
$467K +$52.9K +195 +13%
BW
505
Bison Wealth
Georgia
$467K – – –
AIM
506
Allen Investment Management
New York
$466K – – –
SS
507
Sunbelt Securities
Texas
$465K +$356K +1,316 +327%
AIA
508
Armor Investment Advisors
North Carolina
$465K -$40.6K -150 -8%
CWM
509
Cranbrook Wealth Management
Michigan
$462K -$542 -2 -0.1%
AIM
510
Athena Investment Management
California
$459K – – –
CWM
511
Castle Wealth Management
Florida
$458K -$271 -1 -0.1%
WFAG
512
Wescott Financial Advisory Group
Pennsylvania
$458K +$458K +1,691 New
LMKC
513
L.M. Kohn & Company
Ohio
$457K +$457K +1,689 New
CD
514
Chapin Davis
Maryland
$456K – – –
IAG
515
Investmark Advisory Group
Connecticut
$455K +$3.25K +12 +0.7%
JIC
516
Joel Isaacson & Co
New York
$453K +$51.5K +190 +13%
HFM
517
Harvest Fund Management
China
$447K – – –
MA
518
Mutual Advisors
Nebraska
$443K +$94.5K +349 +27%
BAAM
519
Baker Avenue Asset Management
California
$441K – – –
FPAS
520
Focus Partners Advisor Solutions
Missouri
$441K +$156K +576 +55%
SFA
521
Sequoia Financial Advisors
Ohio
$439K +$41.4K +153 +10%
JWM
522
Jupiter Wealth Management
Colorado
$438K – – –
SIA
523
Stegner Investment Associates
Kentucky
$437K -$48.7K -180 -10%
SSB
524
Sandy Spring Bank
Maryland
$437K +$104K +385 +31%
PA
525
PFG Advisors
Arizona
$434K +$434K +1,603 New
19 20
21
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