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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 %
CIA
701
Compass Ion Advisors
Pennsylvania
$208K – – –
PCH
702
PGIM Custom Harvest
New Jersey
$208K – – –
IBOK
703
Independence Bank of Kentucky
Kentucky
$208K – – –
AA
704
Addison Advisors
Vermont
$207K – – –
HA
705
HFG Advisors
Ohio
$206K – – –
CAS
706
Coppell Advisory Solutions
Texas
$205K +$205K +782 New
TCOTS
707
Trust Company of the South
North Carolina
$203K +$2.63K +10 +1%
ML
708
Mayport LLC
Massachusetts
$202K – – –
HCM
709
Hodges Capital Management
Texas
$201K – – –
CFS
710
CRA Financial Services
New Jersey
$201K – – –
RIL
711
Rothschild Investment LLC
Illinois
$197K – – –
Simplex Trading
712
Simplex Trading
Illinois
$197K +$197K +753 New
EWM
713
Evermay Wealth Management
Virginia
$196K – – –
CFFP
714
Center for Financial Planning
Michigan
$187K – – –
BFEC
715
Benjamin F. Edwards & Company
Missouri
$184K -$211K -802 -53%
CPG
716
Cornerstone Planning Group
New Jersey
$180K +$180K +699 New
IA
717
IFP Advisors
Florida
$167K -$286K -1,089 -63%
FUBT
718
First United Bank & Trust
Maryland
$162K – – –
FFL
719
Financial Freedom LLC
Ohio
$156K +$262 +1 +0.2%
PCMC
720
Planning Capital Management Corporation
Pennsylvania
$154K +$74.5K +284 +94%
GI
721
Gradient Investments
Minnesota
$151K +$86.4K +329 +133%
FP
722
Financial Perspectives
Minnesota
$150K +$4.2K +16 +3%
MWM
723
MGB Wealth Management
Texas
$146K -$94.9K -344 -39%
MM
724
Main Management
California
$143K – – –
NECFA
725
New England Capital Financial Advisors
Connecticut
$142K – – –
27 28
29
30 31