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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
$792M
3
PWM
PRW Wealth Management
Massachusetts
$86.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$97.8M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
$30.4M

Top Sellers

1
Citigroup
Citigroup
New York
$40.5M
2
TF
TIAA FSB
Florida
$333M
3
EWA
EP Wealth Advisors
California
$5.83M
4
Bank of America
Bank of America
North Carolina
$712M
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
726
Sage Mountain Advisors
Georgia
$48.1K -$8.26K -34 -15%
WT
727
Washington Trust
Rhode Island
$47.6K +$6.31K +26 +15%
GWANC
728
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.1K -$5.83K -24 -11%
IF
729
Integrity Financial
Wyoming
$46.8K – – –
CCP
730
Clarkston Capital Partners
Michigan
$46.7K – – –
JHCP
731
Jackson Hole Capital Partners
Oklahoma
$46.6K – – –
CTC
732
Central Trust Company
Missouri
$46.3K -$31.1K -128 -40%
SAG
733
Spotlight Asset Group
Illinois
$46.3K +$46.3K +191 New
WTA
734
Washington Trust Advisors
Massachusetts
$44.4K -$1.94K -8 -4%
CMP
735
Coston McIsaac & Partners
Maine
$44K – – –
MIA
736
Milestone Investment Advisors
Wisconsin
$42.5K – – –
BSC
737
Brown Shipley & Co
United Kingdom
$42.5K – – –
APC
738
Aspire Private Capital
North Carolina
$42.2K – – –
BWL
739
Bogart Wealth LLC
Virginia
$42K – – –
MFG
740
Mendota Financial Group
Wisconsin
$41.3K – – –
PP
741
PFS Partners
New Jersey
$39.4K -$26K -107 -40%
EWA
742
EverSource Wealth Advisors
Alabama
$39.1K +$1.21K +5 +3%
CH
743
Canton Hathaway
Rhode Island
$39K – – –
BONH
744
Bank of New Hampshire
New Hampshire
$38.6K – – –
BTI
745
Blue Trust Inc
Georgia
$38K – – –
RIA
746
Realta Investment Advisors
Delaware
$37.9K +$37.9K +156 New
PAI
747
Pittenger & Anderson Inc
Nebraska
$37.6K – – –
GG
748
Gleason Group
Kentucky
$37.2K +$37.2K +153 New
SC
749
SouthState Corp
Florida
$36.4K – – –
PCMC
750
Private Capital Management (Colorado)
Colorado
$34.2K -$6.31K -26 -16%
28 29
30
31 32