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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 %
CSWM
701
Cassady Schiller Wealth Management
Ohio
$74.7K – – –
CSB
702
City State Bank
Iowa
$73K – – –
AP
703
Atwood & Palmer
Missouri
$68.4K +$68.4K +282 New
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.4K – – –
BCM
705
Bourgeon Capital Management
Connecticut
$66.5K – – –
LF
706
Lee Financial
Texas
$65.5K – – –
HWA
707
HHM Wealth Advisors
Tennessee
$64.3K – – –
HB
708
Horizon Bancorp
Indiana
$63K +$63K +260 New
PMFA
709
Plante Moran Financial Advisors
Michigan
$62.1K -$18.4K -76 -23%
FAM
710
Family Asset Management
South Carolina
$61.2K -$10.9K -45 -15%
TIM
711
Tortoise Investment Management
New York
$60.4K – – –
ACA
712
Aptus Capital Advisors
Alabama
$60.2K -$24.5K -101 -29%
Russell Investments Group
713
Russell Investments Group
United Kingdom
$56K +$56K +231 New
AIC
714
Archer Investment Corporation
Indiana
$54.6K -$971 -4 -2%
WBC
715
West Branch Capital
Massachusetts
$54.5K – – –
CHA
716
Carmichael Hill & Associates
Maryland
$52.2K – – –
National Bank of Canada
717
National Bank of Canada
Quebec, Canada
$52.1K – – –
FFA
718
Farther Finance Advisors
California
$51.9K +$33.2K +137 +178%
FMTCOCP
719
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K – – –
NSIM
720
North Star Investment Management
Illinois
$51K – – –
CSWG
721
Cardinal Strategic Wealth Guidance
Kentucky
$50.7K – – –
BFA
722
BBJS Financial Advisors
Washington
$49.7K – – –
GPI
723
General Partner Inc
Pennsylvania
$48.5K – – –
TFP
724
Tilia Fiduciary Partners
North Carolina
$48.5K – – –
BWM
725
Baystate Wealth Management
Massachusetts
$48.4K -$3.89K -16 -7%
27 28
29
30 31