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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 %
SSB
526
Sandy Spring Bank
Maryland
$403K -$20.5K -78 -5%
CIR
527
Clear Investment Research
Georgia
$402K -$7.88K -30 -2%
DPI
528
Diversified Portfolios Inc
Michigan
$398K +$5.25K +20 +1%
PA
529
Parallel Advisors
California
$397K +$34.1K +130 +9%
ACA
530
Aptus Capital Advisors
Alabama
$396K -$16.3K -62 -4%
FBB
531
Fulton Breakefield Broenniman
Maryland
$396K -$4.99K -19 -1%
SWA
532
Strategies Wealth Advisors
Michigan
$394K -$275K -1,047 -41%
GFA
533
Gallagher Fiduciary Advisors
Illinois
$393K -$238K -905 -38%
TGAM
534
TBH Global Asset Management
Tennessee
$392K +$8.66K +33 +2%
CFGS
535
Concourse Financial Group Securities
Alabama
$392K -$6.56K -25 -2%
CCG
536
Coastwise Capital Group
California
$389K -$1.05K -4 -0.3%
MFG
537
MidWestOne Financial Group
Iowa
$388K – – –
LWL
538
Leo Wealth LLC
Texas
$384K +$145K +551 +60%
ATC
539
Adirondack Trust Company
New York
$382K +$1.84K +7 +0.5%
WH
540
Willner & Heller
California
$378K +$525 +2 +0.1%
FFG
541
Fiduciary Financial Group
California
$377K +$377K +1,300 New
LSA
542
Lion Street Advisors
Texas
$375K +$6.04K +23 +2%
MIG
543
McGuire Investment Group
Rhode Island
$375K +$2.63K +10 +0.7%
TFS
544
Thoroughbred Financial Services
Tennessee
$374K +$6.83K +26 +2%
TFF
545
The Family Firm
Maryland
$373K +$2.89K +11 +0.8%
OCFG
546
O'Connor Financial Group
Illinois
$373K -$525 -2 -0.1%
GIA
547
Gladstone Institutional Advisory
Florida
$372K -$2.63K -10 -0.7%
KFI
548
Key Financial Inc
Pennsylvania
$366K – – –
EBA
549
Eagle Bay Advisors
New York
$364K – – –
PAM
550
Pegasus Asset Management
New York
$364K – – –
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