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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 %
IWA
601
Icon Wealth Advisors
Texas
$202K +$202K +980 New
EW
602
Evoke Wealth
California
$192K – – –
CFFP
603
Center for Financial Planning
Michigan
$191K -$119K -576 -38%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$184K -$28K -136 -13%
PIP
605
Peachtree Investment Partners
Florida
$178K – – –
1832 Asset Management
606
1832 Asset Management
Ontario, Canada
$177K – – –
KFI
607
Key Financial Inc
Pennsylvania
$173K – – –
WTA
608
Washington Trust Advisors
Massachusetts
$173K – – –
GWS
609
Glassman Wealth Services
Virginia
$172K -$6.2K -30 -3%
TCOV
610
Trust Company of Vermont
Vermont
$171K -$3.29K -16 -2%
OC
611
Oakworth Capital
Alabama
$171K – – –
MLICM
612
Metropolitan Life Insurance Company (MetLife)
New York
$170K – – –
IAMOG
613
Investors Asset Management of Georgia
Georgia
$165K – – –
Simplex Trading
614
Simplex Trading
Illinois
$165K – – –
AA
615
Addison Advisors
Vermont
$163K – – –
EIP
616
Ellis Investment Partners
Pennsylvania
$162K +$206 +1 +0.1%
PP
617
PFS Partners
New Jersey
$158K -$32K -155 -17%
CB
618
Community Bank
New York
$158K +$129K +626 +444%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$156K -$46.2K -224 -23%
EWM
620
Evermay Wealth Management
Virginia
$156K – – –
CFGS
621
Concourse Financial Group Securities
Alabama
$152K +$12.4K +60 +9%
AIA
622
Arcadia Investment Advisors
Idaho
$149K -$9.92K -48 -6%
SSB
623
Sandy Spring Bank
Maryland
$146K +$4.56K +22 +3%
EW
624
Element Wealth
Mississippi
$143K – – –
CS
625
Credit Suisse
Switzerland
$143K +$143K +693 New
23 24
25
26 27