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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

827 hedge funds and large institutions have $7.91B invested in iShares Russell 2000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 246 increasing their positions, 267 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+14
Holders Change %
+1.72%
% of All Funds
13.04%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
67
Increased
246
Reduced
267
Closed
45
Calls
$14.1M
Puts
$89.8M
Net Calls
-$75.6M
Net Calls Change
-$22M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$121M
2
Morgan Stanley
Morgan Stanley
New York
+$102M
3
PWM
PRW Wealth Management
Massachusetts
+$86.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$46.1M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
+$30.3M

Top Sellers

1
Citigroup
Citigroup
New York
-$36.7M
2
TF
TIAA FSB
Florida
-$34.8M
3
EWA
EP Wealth Advisors
California
-$32.1M
4
Bank of America
Bank of America
North Carolina
-$31.3M
5
TRCT
Tower Research Capital (TRC)
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRC
676
New Republic Capital
North Carolina
$125K – – –
AIM
677
Arcadia Investment Management
Michigan
$124K – – –
AWM
678
Atticus Wealth Management
Florida
$123K +$243 +1 +0.2%
CM
679
Castleark Management
Illinois
$121K – – –
FM
680
Family Management
New York
$114K – – –
ADL
681
Asset Dedication LLC
California
$114K +$24.1K +100 +27%
Citadel Advisors
682
Citadel Advisors
Florida
$114K -$16.6M -68,235 -99%
Lazard Asset Management
683
Lazard Asset Management
New York
$109K – – –
EIM
684
Essex Investment Management
Massachusetts
$103K -$45.9K -189 -31%
UCB
685
United Community Bank
South Carolina
$103K – – –
CF
686
Centaurus Financial
California
$102K -$78.9K -324 -44%
Deutsche Bank
687
Deutsche Bank
Germany
$95.4K – – –
BL
688
Balentine LLC
Georgia
$91.5K – – –
CTB
689
Country Trust Bank
Illinois
$91.5K – – –
AA
690
Ancora Advisors
Ohio
$91.2K – – –
SWM
691
Sugarloaf Wealth Management
Georgia
$89.1K – – –
WPA
692
West Paces Advisors
Georgia
$86.4K – – –
ACA
693
Atlas Capital Advisors
Wyoming
$85.9K +$34.2K +141 +66%
AF
694
Advisornet Financial
Minnesota
$85.2K – – –
SCA
695
Stonebridge Capital Advisors
Minnesota
$80.1K +$80.1K +330 New
KA
696
Kozak & Associates
Colorado
$78.9K – – –
TFGT
697
TS Financial Group (TSFG)
Illinois
$78K – – –
MLA
698
MB, Levis & Associates
Pennsylvania
$77.6K – – –
USB
699
Union Savings Bank
Connecticut
$77K +$77K +303 New
WFA
700
WestHill Financial Advisors
California
$75K – – –
26 27
28
29 30