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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$28.6M
3
Charles Schwab
Charles Schwab
California
+$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Goldman Sachs
Goldman Sachs
New York
+$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$903M
2
APF
Alaska Permanent Fund
Alaska
-$91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$29.5M
4
APP
Avantax Planning Partners
Iowa
-$27.9M
5
Twin Tree Management
Twin Tree Management
Texas
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
726
Fragasso Financial Advisors
Pennsylvania
$205K +$205K +756 New
EFG
727
Everhart Financial Group
Ohio
$204K +$204K +753 New
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$204K -$17.6K -65 -8%
FHA
729
Flagship Harbor Advisors
Massachusetts
$204K -$16.2K -60 -7%
RIL
730
Rothschild Investment LLC
Illinois
$203K -$13.5K -50 -6%
BB
731
Berkshire Bank
Massachusetts
$203K +$203K +750 New
EWM
732
Evermay Wealth Management
Virginia
$202K – – –
FIC
733
Family Investment Center
Missouri
$201K +$201K +743 New
PGA
734
Portland Global Advisors
Maine
$200K +$200K +739 New
CFFP
735
Center for Financial Planning
Michigan
$193K – – –
RhumbLine Advisers
736
RhumbLine Advisers
Massachusetts
$187K +$145K +535 +341%
Qube Research & Technologies (QRT)
737
Qube Research & Technologies (QRT)
United Kingdom
$187K +$75.3K +278 +67%
OC
738
Oakworth Capital
Alabama
$179K -$8.94K -33 -5%
QT
739
Quantbot Technologies
New York
$177K +$177K +653 New
LP
740
LMR Partners
United Kingdom
$174K -$142K -526 -45%
NSIM
741
North Star Investment Management
Illinois
$174K – – –
FUBT
742
First United Bank & Trust
Maryland
$167K – – –
CB
743
CNB Bank
Pennsylvania
$162K -$25.7K -95 -14%
PIP
744
Peachtree Investment Partners
Florida
$162K -$39K -144 -19%
FFL
745
Financial Freedom LLC
Ohio
$161K +$271 +1 +0.2%
AIA
746
Arcadia Investment Advisors
Idaho
$154K – – –
FP
747
Financial Perspectives
Minnesota
$151K – – –
IWA
748
Icon Wealth Advisors
Texas
$150K -$244K -901 -62%
MM
749
Main Management
California
$147K – – –
OIA
750
Optimum Investment Advisors
Illinois
$146K – – –
28 29
30
31 32