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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 %
BW
501
Bison Wealth
Georgia
$467K – – –
VCA
502
Verdence Capital Advisors
Maryland
$459K – – –
TCA
503
Trifecta Capital Advisors
Illinois
$456K – – –
GI
504
GLOBALT Investments
Georgia
$455K – – –
AIM
505
Allen Investment Management
New York
$452K – – –
NW
506
NewEdge Wealth
Pennsylvania
$450K -$89.3K -340 -17%
CWM
507
Cranbrook Wealth Management
Michigan
$448K – – –
AIM
508
Athena Investment Management
California
$445K – – –
CWM
509
Castle Wealth Management
Florida
$444K – – –
CD
510
Chapin Davis
Maryland
$442K – – –
IAG
511
Investmark Advisory Group
Connecticut
$442K -$263 -1 -0.1%
JIC
512
Joel Isaacson & Co
New York
$437K -$1.31K -5 -0.3%
SFA
513
Sequoia Financial Advisors
Ohio
$434K +$8.67K +33 +2%
BAAM
514
Baker Avenue Asset Management
California
$428K – – –
FPAS
515
Focus Partners Advisor Solutions
Missouri
$427K -$788 -3 -0.2%
AIA
516
Armor Investment Advisors
North Carolina
$425K -$26.3K -100 -6%
SIA
517
Stegner Investment Associates
Kentucky
$424K – – –
HFA
518
High Falls Advisors
New York
$421K +$263 +1 +0.1%
CAM
519
Congress Asset Management
Massachusetts
$416K +$60.6K +231 +17%
IAIM
520
International Assets Investment Management
Florida
$416K +$26.5K +101 +7%
AWM
521
Avaii Wealth Management
Wisconsin
$415K -$65.1K -248 -14%
OFG
522
Oxford Financial Group
Indiana
$411K +$31.2K +119 +8%
WF
523
Warner Financial
Maryland
$409K – – –
PRWA
524
Platte River Wealth Advisors
Colorado
$408K – – –
AHC
525
Anderson Hoagland & Co
Missouri
$407K – – –
19 20
21
22 23