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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 %
ATC
626
Argent Trust Co
Tennessee
$276K – – –
GKWIM
627
Gerber Kawasaki Wealth & Investment Management
California
$273K +$1.31K +5 +0.5%
GRP
628
Global Retirement Partners
California
$271K -$8.14K -31 -3%
NF
629
Nvest Financial
New Hampshire
$270K +$49.3K +188 +22%
OHWP
630
Oak Harbor Wealth Partners
North Carolina
$269K – – –
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$269K +$71.1K +271 +36%
HPFG
632
Hart & Patterson Financial Group
Massachusetts
$266K -$21.3K -81 -7%
BBW
633
Blue Barn Wealth
Utah
$266K +$525 +2 +0.2%
FWP
634
Falcon Wealth Planning
California
$266K – – –
APW
635
Austin Private Wealth
Texas
$265K -$2.36K -9 -0.9%
PWPS
636
Pinnacle Wealth Planning Services
Ohio
$265K – – –
HCA
637
Harbour Capital Advisors
Virginia
$264K – – –
NRC
638
New Republic Capital
North Carolina
$263K +$127K +485 +94%
MWA
639
Monograph Wealth Advisors
California
$261K – – –
GWSA
640
Global Wealth Strategies & Associates
Colorado
$259K -$1.05K -4 -0.4%
FWTB
641
First Western Trust Bank
Colorado
$258K -$456K -1,738 -64%
CS
642
Cannell & Spears
New York
$255K – – –
TCOV
643
Trust Company of Vermont
Vermont
$255K – – –
WMA
644
West Michigan Advisors
Michigan
$254K -$7.88K -30 -3%
LSA
645
L & S Advisors
California
$252K – – –
BO
646
Bank OZK
Arkansas
$252K – – –
IFWM
647
Institute for Wealth Management
Colorado
$250K -$2.12M -8,086 -89%
EIM
648
Essex Investment Management
Massachusetts
$249K -$140K -534 -36%
MIM
649
Marco Investment Management
Georgia
$248K – – –
WS
650
Wedbush Securities
California
$248K -$25.7K -98 -9%
24 25
26
27 28