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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 %
SWP
551
Summit Wealth Partners
Florida
$507K -$9.79K -34 -2%
OMC
552
Old Mission Capital
Illinois
$505K -$211K -733 -29%
AWA
553
Arete Wealth Advisors
Illinois
$505K +$79.2K +275 +19%
RWM
554
Rialto Wealth Management
New York
$504K +$504K +1,751 New
TCA
555
Trifecta Capital Advisors
Illinois
$500K – – –
GI
556
GLOBALT Investments
Georgia
$499K – – –
LMKC
557
L.M. Kohn & Company
Ohio
$499K +$499K +1,733 New
AIM
558
Allen Investment Management
New York
$495K – – –
CWA
559
Cascade Wealth Advisors
Washington
$494K -$51.8K -180 -9%
ACA
560
Aptus Capital Advisors
Alabama
$494K +$37.1K +129 +8%
NFC
561
Northstar Financial Companies
Pennsylvania
$489K +$489K +1,699 New
AIM
562
Athena Investment Management
California
$488K – – –
CWM
563
Castle Wealth Management
Florida
$487K – – –
CWM
564
Cranbrook Wealth Management
Michigan
$486K -$2.02K -7 -0.4%
JWM
565
Jupiter Wealth Management
Colorado
$484K – – –
IAG
566
Investmark Advisory Group
Connecticut
$484K – – –
D
567
Dentgroup
Louisiana
$480K -$3.46K -12 -0.7%
JIC
568
Joel Isaacson & Co
New York
$480K – – –
HFA
569
High Falls Advisors
New York
$479K +$17.6K +61 +4%
CD
570
Chapin Davis
Maryland
$479K – – –
CFGS
571
Concourse Financial Group Securities
Alabama
$475K +$5.12K +17 +1%
IWM
572
IHT Wealth Management
Illinois
$474K -$30.2K -105 -6%
BAAM
573
Baker Avenue Asset Management
California
$469K – – –
AIA
574
Armor Investment Advisors
North Carolina
$466K – – –
EWA
575
Exencial Wealth Advisors
Oklahoma
$461K -$176K -610 -28%
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