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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$28.6M
3
Charles Schwab
Charles Schwab
California
+$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Goldman Sachs
Goldman Sachs
New York
+$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$903M
2
APF
Alaska Permanent Fund
Alaska
-$91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$29.5M
4
APP
Avantax Planning Partners
Iowa
-$27.9M
5
Twin Tree Management
Twin Tree Management
Texas
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
601
Paragon Capital Management (Colorado)
Colorado
$333K -$10K -37 -3%
CAG
602
Curtis Advisory Group
California
$331K -$184K -680 -36%
MFWP
603
Mosaic Family Wealth Partners
Missouri
$329K +$2.98K +11 +0.9%
9WM
604
9258 Wealth Management
Ohio
$327K -$1.63K -6 -0.5%
PP
605
Patten & Patten
Tennessee
$326K +$326K +1,205 New
KWS
606
Keystone Wealth Services
California
$324K – – –
VDI
607
Vaughan David Investments
Illinois
$324K -$6.78K -25 -2%
SFG
608
Sage Financial Group
Pennsylvania
$321K -$29.8K -110 -8%
REMPR
609
Roof Eidam Maycock Peralta (REMP)
California
$319K – – –
SA
610
Shilanski & Associates
Alaska
$318K – – –
EIP
611
Easterly Investment Partners
Massachusetts
$317K -$271 -1 -0.1%
FFM
612
Forum Financial Management
Illinois
$315K -$258K -954 -45%
MWS
613
Maxwell Wealth Strategies
California
$315K – – –
IAG
614
Investment Advisory Group
Massachusetts
$314K -$6.23K -23 -2%
WA
615
Wealth Alliance
New York
$312K +$312K +1,152 New
SWM
616
Selective Wealth Management
Virginia
$311K +$311K +1,200 New
SAM
617
Smithbridge Asset Management
Pennsylvania
$306K – – –
CWM
618
Concentric Wealth Management
California
$306K +$306K +1,129 New
SMC
619
Smith, Moore & Co
Missouri
$306K – – –
AIA
620
Arbor Investment Advisors
North Carolina
$303K – – –
ACP
621
Aveo Capital Partners
Colorado
$301K +$53.7K +209 +22%
HPFG
622
Hart & Patterson Financial Group
Massachusetts
$297K -$16.5K -61 -5%
FIC
623
FCG Investment Company
Tennessee
$295K – – –
RCM
624
Richardson Capital Management
Wisconsin
$295K +$295K +1,091 New
CWG
625
Crown Wealth Group
North Carolina
$295K +$295K +1,091 New
23 24
25
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