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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

1,041 hedge funds and large institutions have $9.34B invested in iShares Russell 2000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 330 increasing their positions, 269 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+84
Holders Change %
+8.78%
% of All Funds
13.86%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.44%
New
156
Increased
330
Reduced
269
Closed
50
Calls
$49.3M
Puts
$17.4M
Net Calls
+$31.9M
Net Calls Change
+$31.9M

Top Buyers

1
CM
Churchill Management
California
+$196M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$79.7M
4
Bank of America
Bank of America
North Carolina
+$38.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$74.5M
2
US Bancorp
US Bancorp
Minnesota
-$58.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$50.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$44.3M
5
Barclays
Barclays
United Kingdom
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
526
Armstrong Fleming & Moore
District of Columbia
$567K – – –
FAIM
527
Financial Advocates Investment Management
Washington
$564K -$12.7K -44 -2%
MFC
528
Morris Financial Concepts
South Carolina
$563K – – –
NF
529
Nvest Financial
New Hampshire
$557K +$137K +475 +33%
EWM
530
Evercore Wealth Management
New York
$556K – – –
FWA
531
FSM Wealth Advisors
Ohio
$556K +$95.7K +326 +21%
ClearBridge Investments
532
ClearBridge Investments
New York
$554K -$15.7M -54,685 -97%
PAM
533
Palisade Asset Management
Minnesota
$553K – – –
SAM
534
Seelaus Asset Management
New Jersey
$553K +$8.64K +30 +2%
PCIA
535
Prime Capital Investment Advisors
Kansas
$552K -$288 -1 -0.1%
SAM
536
Strive Asset Management
Ohio
$551K +$551K +1,916 New
GF
537
Gries Financial
Ohio
$551K +$576 +2 +0.1%
MA
538
MJP Associates
Connecticut
$550K +$17.6K +61 +3%
PWM
539
Parkshore Wealth Management
California
$539K +$539K +1,872 New
MIAS
540
Mason Investment Advisory Services
Virginia
$532K +$2.01K +7 +0.4%
GCA
541
Genesee Capital Advisors
New York
$530K – – –
CT
542
Colonial Trust
South Carolina
$528K – – –
BPC
543
Bearing Point Capital
Minnesota
$528K +$528K +1,836 New
AHC
544
Anderson Hoagland & Co
Missouri
$527K +$69.2K +235 +15%
SCM
545
Sunbeam Capital Management
Georgia
$522K +$522K +1,813 New
Legal & General Group
546
Legal & General Group
United Kingdom
$521K -$469K -1,630 -47%
KPWM
547
KDK Private Wealth Management
Texas
$517K +$517K +1,795 New
VCA
548
Verdence Capital Advisors
Maryland
$517K – – –
SWM
549
SK Wealth Management
Rhode Island
$514K – – –
AAS
550
Annex Advisory Services
Wisconsin
$507K +$507K +1,763 New
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