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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 %
LWANC
551
Laurel Wealth Advisors (North Carolina)
North Carolina
$392K -$13.5K -50 -3%
ATC
552
Adirondack Trust Company
New York
$392K -$35.2K -130 -8%
OFG
553
Oxford Financial Group
Indiana
$392K -$1.9K -7 -0.5%
WH
554
Willner & Heller
California
$389K +$542 +2 +0.1%
GIA
555
Gladstone Institutional Advisory
Florida
$386K +$16.3K +60 +4%
OCFG
556
O'Connor Financial Group
Illinois
$385K -$1.9K -7 -0.5%
MIG
557
McGuire Investment Group
Rhode Island
$384K +$49.3K +182 +15%
FCP
558
Fidelis Capital Partners
Florida
$383K +$383K +1,415 New
RCP
559
Rothschild Capital Partners
New York
$383K +$383K +1,414 New
TFF
560
The Family Firm
Maryland
$382K +$271 +1 +0.1%
MC
561
Moors & Cabot
Massachusetts
$379K +$52K +192 +16%
BBP
562
Banco BTG Pactual
Brazil
$379K +$53.9K +199 +17%
TFS
563
Thoroughbred Financial Services
Tennessee
$378K -$27.3K -101 -7%
KFI
564
Key Financial Inc
Pennsylvania
$377K – – –
EBA
565
Eagle Bay Advisors
New York
$376K +$220K +813 +141%
KF
566
KKM Financial
Illinois
$376K +$376K +1,388 New
PAM
567
Pegasus Asset Management
New York
$375K – – –
PA
568
Parallel Advisors
California
$375K +$98.3K +363 +36%
LCM
569
Legato Capital Management
California
$370K +$370K +1,367 New
CAM
570
Congress Asset Management
Massachusetts
$367K -$11.9M -44,023 -97%
PWM
571
PBMares Wealth Management
Virginia
$367K -$6.5K -24 -2%
FMC
572
First Merchants Corp
Indiana
$367K – – –
BSB
573
Bangor Savings Bank
Maine
$366K – – –
KFC
574
Klingenstein Fields & Co
New York
$366K -$5.69K -21 -2%
CFA
575
Cahill Financial Advisors
Minnesota
$365K -$93.7K -346 -20%
21 22
23
24 25