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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

829 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
13.22%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.38%
New
66
Increased
253
Reduced
230
Closed
53
Calls
$18.1M
Puts
$110M
Net Calls
-$92.2M
Net Calls Change
-$16.5M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$127M
2
Jane Street
2
Jane Street
New York
$89.7M
3
Charles Schwab
3
Charles Schwab
California
$82M
4
UBS Group
4
UBS Group
Switzerland
$173M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$67.3M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$115M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$0
3
PWM
3
PRW Wealth Management
Massachusetts
$265K
4
Morgan Stanley
4
Morgan Stanley
New York
$680M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
701
Provence Wealth Management Group
California
$61.9K +$61.9K +276 New
BCM
702
Bourgeon Capital Management
Connecticut
$61.4K – – –
LF
703
Lee Financial
Texas
$60.5K – – –
HWA
704
HHM Wealth Advisors
Tennessee
$59.4K – – –
Qube Research & Technologies (QRT)
705
Qube Research & Technologies (QRT)
United Kingdom
$59.2K +$29.4K +131 +98%
HB
706
Horizon Bancorp
Indiana
$58K – – –
ACA
707
Aptus Capital Advisors
Alabama
$57.8K +$2.24K +10 +4%
FAM
708
Family Asset Management
South Carolina
$56.5K – – –
KA
709
Kozak & Associates
Colorado
$56.1K -$15.7K -71 -22%
TIM
710
Tortoise Investment Management
New York
$55.8K – – –
AIC
711
Archer Investment Corporation
Indiana
$50.4K – – –
WBC
712
West Branch Capital
Massachusetts
$50.3K – – –
CTC
713
Central Trust Company
Missouri
$49.1K +$6.28K +28 +15%
CHA
714
Carmichael Hill & Associates
Maryland
$48.2K – – –
National Bank of Canada
715
National Bank of Canada
Quebec, Canada
$47.2K – – –
FMTCOCP
716
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K – – –
CSWG
717
Cardinal Strategic Wealth Guidance
Kentucky
$46.8K – – –
BFA
718
BBJS Financial Advisors
Washington
$46K – – –
Russell Investments Group
719
Russell Investments Group
United Kingdom
$45K -$6.72K -30 -13%
CWP
720
Concord Wealth Partners
Virginia
$45K -$75.2K -336 -63%
GPI
721
General Partner Inc
Pennsylvania
$44.8K – – –
BWM
722
Baystate Wealth Management
Massachusetts
$44.7K – – –
SMA
723
Sage Mountain Advisors
Georgia
$44.4K – – –
GWANC
724
Guardian Wealth Advisors (North Carolina)
North Carolina
$43.6K – – –
FFA
725
Farther Finance Advisors
California
$43.5K -$4.48K -20 -9%
27 28
29
30 31