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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

829 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
13.22%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.38%
New
66
Increased
253
Reduced
230
Closed
53
Calls
$18.1M
Puts
$110M
Net Calls
-$92.2M
Net Calls Change
-$16.5M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$127M
2
Jane Street
2
Jane Street
New York
$89.7M
3
Charles Schwab
3
Charles Schwab
California
$82M
4
UBS Group
4
UBS Group
Switzerland
$173M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$67.3M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$115M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$0
3
PWM
3
PRW Wealth Management
Massachusetts
$265K
4
Morgan Stanley
4
Morgan Stanley
New York
$680M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
626
Bank OZK
Arkansas
$215K -$79.6K -355 -27%
FNBOO
627
First National Bank of Omaha
Nebraska
$215K – – –
LSA
628
L & S Advisors
California
$215K – – –
DFG
629
Delta Financial Group
New Jersey
$215K +$215K +958 New
LWA
630
LWS Wealth Advisors
New Jersey
$213K +$1.35K +6 +0.6%
KCM
631
Kanawha Capital Management
Virginia
$212K – – –
IBOK
632
Independence Bank of Kentucky
Kentucky
$212K – – –
MIM
633
Marco Investment Management
Georgia
$212K – – –
BBI
634
Baxter Bros Inc
Connecticut
$211K +$211K +943 New
WPWM
635
Windward Private Wealth Management
Kansas
$210K – – –
CA
636
CGN Advisors
Kansas
$209K +$209K +933 New
NP
637
NorthRock Partners
Minnesota
$208K -$13.7K -61 -6%
V
638
ViaWealth
Kansas
$208K – – –
DWP
639
Daymark Wealth Partners
Ohio
$207K +$207K +922 New
RFN
640
RDA Financial Network
Iowa
$206K – – –
SIC
641
Sigma Investment Counselors
Michigan
$205K – – –
Fayez Sarofim & Co
642
Fayez Sarofim & Co
Texas
$205K -$30.7K -137 -13%
MFG
643
Merit Financial Group
Georgia
$204K -$448 -2 -0.2%
CWP
644
Corepath Wealth Partners
Arizona
$203K +$8.83K +41 +5%
MIG
645
McGuire Investment Group
Rhode Island
$203K +$11.2K +50 +6%
KA
646
Klingman & Associates
New York
$202K +$202K +902 New
RTL
647
Red Tortoise LLC
Georgia
$200K – – –
1832 Asset Management
648
1832 Asset Management
Ontario, Canada
$192K – – –
GWS
649
Glassman Wealth Services
Virginia
$188K +$182K +811 +2,896%
MLICM
650
Metropolitan Life Insurance Company (MetLife)
New York
$185K – – –
24 25
26
27 28