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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 %
FFM
601
Forum Financial Management
Illinois
$305K – – –
MFWP
602
Mosaic Family Wealth Partners
Missouri
$303K -$16.3K -62 -5%
CAG
603
Curtis Advisory Group
California
$302K -$18.4K -70 -6%
CWA
604
Centennial Wealth Advisory
Michigan
$300K +$43.8K +167 +17%
LWM
605
LJI Wealth Management
Indiana
$298K +$14.4K +55 +5%
SAM
606
Smithbridge Asset Management
Pennsylvania
$297K – – –
SMC
607
Smith, Moore & Co
Missouri
$296K +$263 +1 +0.1%
SA
608
Shilanski & Associates
Alaska
$295K -$13.1K -50 -4%
AIA
609
Arbor Investment Advisors
North Carolina
$294K – – –
CWM
610
Cordatus Wealth Management
Pennsylvania
$289K +$289K +1,101 New
SC
611
Scotia Capital
Ontario, Canada
$288K -$214K -816 -43%
CWM
612
Concentric Wealth Management
California
$287K -$9.19K -35 -3%
FIC
613
FCG Investment Company
Tennessee
$286K – – –
RCM
614
Richardson Capital Management
Wisconsin
$286K – – –
ACM
615
Advance Capital Management
Michigan
$286K – – –
FA
616
Fountainhead AM
New Jersey
$286K +$286K +1,088 New
MAM
617
Madison Asset Management
Wisconsin
$284K – – –
KFS
618
Kaizen Financial Strategies
California
$282K +$282K +1,000 New
BIA
619
BHK Investment Advisors
Alabama
$282K – – –
SWM
620
Spire Wealth Management
Virginia
$282K -$1.07M -4,061 -79%
TSW
621
Thompson Siegel & Walmsley
Virginia
$280K -$3.67K -14 -1%
HAS
622
Holland Advisory Services
Florida
$279K +$525 +2 +0.2%
AWM
623
Aprio Wealth Management
Georgia
$279K – – –
AIA
624
Alera Investment Advisors
Illinois
$278K -$1.89M -7,194 -87%
BCA
625
Bay Colony Advisors
Massachusetts
$277K +$263 +1 +0.1%
23 24
25
26 27