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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

1,041 hedge funds and large institutions have $9.34B invested in iShares Russell 2000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 330 increasing their positions, 269 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+84
Holders Change %
+8.78%
% of All Funds
13.86%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.44%
New
156
Increased
330
Reduced
269
Closed
50
Calls
$49.3M
Puts
$17.4M
Net Calls
+$31.9M
Net Calls Change
+$31.9M

Top Buyers

1
CM
Churchill Management
California
+$196M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$79.7M
4
Bank of America
Bank of America
North Carolina
+$38.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$74.5M
2
US Bancorp
US Bancorp
Minnesota
-$58.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$50.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$44.3M
5
Barclays
Barclays
United Kingdom
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$336K +$336K +1,166 New
MFWP
677
Mosaic Family Wealth Partners
Missouri
$335K – – –
FFM
678
Forum Financial Management
Illinois
$335K – – –
MA
679
MONECO Advisors
Connecticut
$333K +$67K +233 +25%
CFA
680
Cahill Financial Advisors
Minnesota
$333K -$2.02K -7 -0.6%
WHCFA
681
William Howard & Co Financial Advisors
Tennessee
$330K -$194K -675 -37%
CIA
682
Concurrent Investment Advisors
Florida
$327K +$88.3K +307 +37%
FWTB
683
First Western Trust Bank
Colorado
$326K +$8.34K +29 +3%
SMC
684
Smith, Moore & Co
Missouri
$326K +$575 +2 +0.2%
PIMG
685
Patriot Investment Management Group
Tennessee
$324K – – –
AIA
686
Arbor Investment Advisors
North Carolina
$322K – – –
SSWM
687
Smith Salley Wealth Management
North Carolina
$318K – – –
CAG
688
Curtis Advisory Group
California
$317K -$11.8K -41 -4%
DWM
689
Destination Wealth Management
California
$314K +$17.3K +60 +6%
SC
690
Scotia Capital
Ontario, Canada
$313K – – –
MWM
691
Mascagni Wealth Management
Mississippi
$309K +$309K +1,207 New
MMPW
692
Mitchell McLeod Pugh & Williams
Alabama
$307K – – –
TSW
693
Thompson Siegel & Walmsley
Virginia
$307K – – –
AWM
694
Aprio Wealth Management
Georgia
$306K +$288 +1 +0.1%
BCA
695
Bay Colony Advisors
Massachusetts
$305K +$1.15K +4 +0.4%
FMC
696
First Merchants Corp
Indiana
$303K +$57.6K +200 +23%
FA
697
Fountainhead AM
New Jersey
$302K +$864 +3 +0.3%
FWP
698
Falcon Wealth Planning
California
$301K +$32.2K +112 +12%
AWM
699
Avior Wealth Management
Nebraska
$300K +$47K +163 +19%
CA
700
CGN Advisors
Kansas
$300K +$863 +3 +0.3%
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28
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