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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 %
FCP
551
Fidelis Capital Partners
Florida
$363K – – –
GWMR
552
GC Wealth Management RIA
Massachusetts
$362K +$21.8K +83 +6%
Legal & General Group
553
Legal & General Group
United Kingdom
$360K +$353K +1,345 +5,380%
AWA
554
Arete Wealth Advisors
Illinois
$359K +$359K +1,366 New
P
555
&Partners
Tennessee
$357K +$357K +1,360 New
CPRC
556
Consolidated Portfolio Review Corp
New York
$356K +$31.8K +121 +10%
LWANC
557
Laurel Wealth Advisors (North Carolina)
North Carolina
$356K -$24.7K -94 -6%
PWM
558
PBMares Wealth Management
Virginia
$356K – – –
BSB
559
Bangor Savings Bank
Maine
$355K – – –
KFC
560
Klingenstein Fields & Co
New York
$354K – – –
CNBTD
561
Citizens National Bank Trust Department
Mississippi
$352K – – –
CPA
562
Cardiff Park Advisors
California
$351K – – –
QWP
563
Quotient Wealth Partners
Texas
$351K +$12.3K +47 +4%
KF
564
KKM Financial
Illinois
$350K – – –
BBHC
565
Brown Brothers Harriman & Co
New York
$349K – – –
CFA
566
Cahill Financial Advisors
Minnesota
$348K -$5.78K -22 -2%
SCI
567
S&CO Inc
Massachusetts
$348K – – –
FFP
568
FourThought Financial Partners
Florida
$347K -$49.9K -190 -13%
RMA
569
Roffman Miller Associates
Pennsylvania
$347K +$3.94K +15 +1%
FPGK
570
Financial Partners Group (Kansas)
Kansas
$346K -$3.41K -13 -1%
DAS
571
Diversify Advisory Services
Utah
$346K -$4.71K -18 -1%
MA
572
Mutual Advisors
Nebraska
$343K -$118K -420 -26%
EP
573
EPIQ Partners
Minnesota
$341K – – –
RCP
574
Rothschild Capital Partners
New York
$337K -$34.1K -130 -9%
OIM
575
Oder Investment Management
California
$335K -$14.4K -55 -4%
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