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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

786 hedge funds and large institutions have $6.84B invested in iShares Russell 2000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 255 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.59%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.45%
New
64
Increased
230
Reduced
255
Closed
54
Calls
$27.5M
Puts
$399M
Net Calls
-$372M
Net Calls Change
-$295M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$68.7M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$33.7M
3
SFP
Shepherd Financial Partners
Massachusetts
+$18.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.3M
5
LFWA
LBJ Family Wealth Advisors
Texas
+$10.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$154M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
3
Bank of America
Bank of America
North Carolina
-$96.8M
4
Goldman Sachs
Goldman Sachs
New York
-$96.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
576
Windward Private Wealth Management
Kansas
$228K – – –
CWM
577
Cordatus Wealth Management
Pennsylvania
$226K -$6.4K -31 -3%
MMPW
578
Mitchell McLeod Pugh & Williams
Alabama
$225K +$7.86K +38 +4%
MA
579
Mutual Advisors
Nebraska
$225K +$10.1K +49 +5%
CPIA
580
Cornell Pochily Investment Advisors
New York
$224K – – –
PWPS
581
Pinnacle Wealth Planning Services
Ohio
$223K +$5.38K +26 +2%
AFS
582
AFG Fiduciary Services
Massachusetts
$223K +$223K +1,065 New
TWM
583
Thrive Wealth Management
Pennsylvania
$220K -$339K -1,637 -61%
IBOK
584
Independence Bank of Kentucky
Kentucky
$220K -$2.69K -13 -1%
BAAM
585
Baker Avenue Asset Management
California
$219K -$1.03K -5 -0.5%
SBIA
586
Sheaff Brock Investment Advisors
Indiana
$219K – – –
BTI
587
Blue Trust Inc
Georgia
$219K – – –
NFC
588
Northeast Financial Consultants
Connecticut
$218K – – –
EWM
589
Evercore Wealth Management
New York
$217K – – –
6F
590
626 Financial
Michigan
$216K – – –
AWM
591
Aprio Wealth Management
Georgia
$215K – – –
WMA
592
West Michigan Advisors
Michigan
$213K +$3.31K +16 +2%
TA
593
TFG Advisers
Michigan
$212K -$6.21K -30 -3%
CHJWM
594
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K +$427 +2 +0.2%
LWA
595
LWS Wealth Advisors
New Jersey
$212K +$827 +4 +0.4%
APW
596
Austin Private Wealth
Texas
$211K – – –
KA
597
Kovack Advisors
Florida
$207K -$119K -574 -36%
VDI
598
Vaughan David Investments
Illinois
$207K – – –
MWA
599
Monograph Wealth Advisors
California
$205K – – –
BS
600
Boenning & Scattergood
Pennsylvania
$204K – – –
22 23
24
25 26