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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
$522M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.7M
3
SFP
Shepherd Financial Partners
Massachusetts
$19.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$36.3M
5
LFWA
LBJ Family Wealth Advisors
Texas
$13M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$47.9M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$155M
3
Bank of America
Bank of America
North Carolina
$633M
4
Goldman Sachs
Goldman Sachs
New York
$233M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
651
Kozak & Associates
Colorado
$70K – – –
GM
652
GeoWealth Management
Illinois
$68K -$19.4K -94 -22%
TFGT
653
TS Financial Group (TSFG)
Illinois
$67K – – –
CTC
654
Central Trust Company
Missouri
$66K – – –
JFGIW
655
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K – – –
CSB
656
City State Bank
Iowa
$62K +$62K +300 New
TRCT
657
Tower Research Capital (TRC)
New York
$61K -$11.9M -57,491 -99%
BCM
658
Bourgeon Capital Management
Connecticut
$58K – – –
ACA
659
Atlas Capital Advisors
Wyoming
$57.6K -$7.44K -36 -11%
WFA
660
WestHill Financial Advisors
California
$57K – – –
LF
661
Lee Financial
Texas
$56K – – –
FA
662
Faithward Advisors
Pennsylvania
$54K -$90.3K -435 -63%
PMFA
663
Plante Moran Financial Advisors
Michigan
$53K – – –
FA
664
Financial Advantage
Maryland
$53K – – –
LDFR
665
Lehman & Derafelo Financial Resources
Pennsylvania
$52K – – –
TIM
666
Tortoise Investment Management
New York
$51K – – –
WBC
667
West Branch Capital
Massachusetts
$48K -$1.04K -5 -2%
Parallax Volatility Advisers
668
Parallax Volatility Advisers
California
$48K +$47.8K +232 +23,200%
BL
669
Balentine LLC
Georgia
$47K -$50.9K -246 -52%
CHA
670
Carmichael Hill & Associates
Maryland
$44K – – –
AIC
671
Archer Investment Corporation
Indiana
$43.8K – – –
NSIM
672
North Star Investment Management
Illinois
$43K – – –
CSWG
673
Cardinal Strategic Wealth Guidance
Kentucky
$43K – – –
TFP
674
Tilia Fiduciary Partners
North Carolina
$42K – – –
IF
675
Integrity Financial
Wyoming
$42K – – –
25 26
27
28 29