IWO icon

iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

827 hedge funds and large institutions have $7.91B invested in iShares Russell 2000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 246 increasing their positions, 267 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+14
Holders Change %
+1.72%
% of All Funds
13.04%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
67
Increased
246
Reduced
267
Closed
45
Calls
$14.1M
Puts
$89.8M
Net Calls
-$75.6M
Net Calls Change
-$22M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$121M
2
Morgan Stanley
Morgan Stanley
New York
$792M
3
PWM
PRW Wealth Management
Massachusetts
$86.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$97.8M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
$30.4M

Top Sellers

1
Citigroup
Citigroup
New York
$40.5M
2
TF
TIAA FSB
Florida
$333M
3
EWA
EP Wealth Advisors
California
$5.83M
4
Bank of America
Bank of America
North Carolina
$712M
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
576
Financial Architects (New Jersey)
New Jersey
$272K +$56.6K +233 +26%
SWA
577
Stratos Wealth Advisors
Ohio
$271K +$271K +1,118 New
PFGIA
578
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$21.1K -87 -7%
TSW
579
Thompson Siegel & Walmsley
Virginia
$269K – – –
AGM
580
Alpine Global Management
New York
$269K +$269K +1,107 New
MMHP
581
Murphy Middleton Hinkle & Parker
Georgia
$268K – – –
SSWM
582
Smith Salley Wealth Management
North Carolina
$268K – – –
MA
583
MONECO Advisors
Connecticut
$266K – – –
CW
584
CIC Wealth
Maryland
$265K -$13.1K -54 -5%
CPIA
585
Cornell Pochily Investment Advisors
New York
$263K – – –
BW
586
BIP Wealth
Georgia
$261K -$24.8K -102 -9%
SBIA
587
Sheaff Brock Investment Advisors
Indiana
$258K – – –
AWM
588
Aprio Wealth Management
Georgia
$257K -$243 -1 -0.1%
WMA
589
West Michigan Advisors
Michigan
$257K -$728 -3 -0.3%
MMPW
590
Mitchell McLeod Pugh & Williams
Alabama
$256K -$27.7K -114 -10%
PWPS
591
Pinnacle Wealth Planning Services
Ohio
$255K – – –
Fayez Sarofim & Co
592
Fayez Sarofim & Co
Texas
$255K +$33.2K +137 +15%
BBP
593
Banco BTG Pactual
Brazil
$255K +$255K +1,050 New
WS
594
Wedbush Securities
California
$254K – – –
CWM
595
Cordatus Wealth Management
Pennsylvania
$253K +$253K +1,041 New
TCM
596
Triumph Capital Management
Colorado
$253K -$7.04K -29 -3%
FCB
597
First County Bank
Connecticut
$250K -$33.5K -138 -12%
CCA
598
Clearwater Capital Advisors
Illinois
$250K – – –
FWP
599
Falcon Wealth Planning
California
$250K – – –
KIG
600
Kowal Investment Group
Wisconsin
$249K +$249K +1,027 New
22 23
24
25 26