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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 %
Russell Investments Group
676
Russell Investments Group
United Kingdom
$227K +$175K +666 +333%
PCM
677
Presidio Capital Management
California
$226K +$262 +1 +0.1%
FNBOO
678
First National Bank of Omaha
Nebraska
$226K – – –
MCM
679
Mattern Capital Management
Colorado
$225K – – –
BAM
680
Berkshire Asset Management
Pennsylvania
$224K – – –
FMC
681
First Merchants Corp
Indiana
$224K -$131K -500 -37%
KCM
682
Kanawha Capital Management
Virginia
$224K – – –
S
683
Sunpointe
Missouri
$223K – – –
FLPIM
684
F.L. Putnam Investment Management
Massachusetts
$221K +$221K +841 New
RAM
685
Roanoke Asset Management
New Jersey
$220K – – –
SW
686
Solidarity Wealth
Utah
$219K – – –
HWA
687
Heartwood Wealth Advisors
Virginia
$218K – – –
CG
688
Caprock Group
Idaho
$217K +$7.35K +28 +4%
MLICM
689
Metropolitan Life Insurance Company (MetLife)
New York
$217K – – –
MFG
690
Merit Financial Group
Georgia
$216K +$2.36K +9 +1%
CHJWM
691
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K -$17.2K -61 -7%
ST
692
Smithfield Trust
Pennsylvania
$215K +$13.7K +52 +7%
LI
693
LMCG Investments
Massachusetts
$215K -$1.05K -4 -0.5%
AWM
694
Avior Wealth Management
Nebraska
$214K +$209K +796 +3,980%
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$214K +$1.58K +6 +0.7%
CCM
696
Colorado Capital Management
Colorado
$214K -$60.2K -229 -22%
RWA
697
River Wealth Advisors
Pennsylvania
$212K – – –
CFP
698
Cascade Financial Partners
California
$210K +$210K +801 New
FMTCOCP
699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K +$154K +586 +278%
EIP
700
Ellis Investment Partners
Pennsylvania
$209K +$262 +1 +0.1%
26 27
28
29 30