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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 %
NCM
576
Nelson Capital Management
California
$335K – – –
C
577
Certuity
Florida
$332K +$262 +1 +0.1%
MC
578
Moors & Cabot
Massachusetts
$332K -$36.2K -138 -10%
FGG
579
Financial Guidance Group
Florida
$331K – – –
BBP
580
Banco BTG Pactual
Brazil
$329K -$71.5K -250 -18%
PIMG
581
Patriot Investment Management Group
Tennessee
$328K -$57.8K -220 -15%
PAG
582
Paladin Advisory Group
Iowa
$328K – – –
MWP
583
MYCIO Wealth Partners
Pennsylvania
$326K +$525 +2 +0.2%
PCMC
584
Paragon Capital Management (Colorado)
Colorado
$323K – – –
IAG
585
Investment Advisory Group
Massachusetts
$320K +$15.7K +60 +5%
1832 Asset Management
586
1832 Asset Management
Ontario, Canada
$318K +$53.3K +203 +20%
CG
587
Cynosure Group
Utah
$316K -$26.3K -100 -8%
PP
588
Patten & Patten
Tennessee
$316K – – –
EFG
589
Embree Financial Group
Illinois
$315K -$16.8K -64 -5%
SWM
590
Selective Wealth Management
Virginia
$315K +$523 +2 +0.2%
MWS
591
Maxwell Wealth Strategies
California
$315K – – –
KWS
592
Keystone Wealth Services
California
$314K – – –
VDI
593
Vaughan David Investments
Illinois
$314K – – –
SFG
594
Sage Financial Group
Pennsylvania
$311K – – –
Fiera Capital (Canada)
595
Fiera Capital (Canada)
Quebec, Canada
$310K +$310K +1,182 New
BA
596
Bluesphere Advisors
Pennsylvania
$310K -$26.2K -100 -8%
PTC
597
Private Trust Company
Ohio
$310K -$34.4K -131 -10%
REMPR
598
Roof Eidam Maycock Peralta (REMP)
California
$310K – – –
MMPW
599
Mitchell McLeod Pugh & Williams
Alabama
$309K +$29.1K +111 +10%
EIP
600
Easterly Investment Partners
Massachusetts
$307K – – –
22 23
24
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