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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 %
OIA
726
Optimum Investment Advisors
Illinois
$142K – – –
EWP
727
Elevation Wealth Partners
California
$141K – – –
WP
728
WealthShield Partners
North Carolina
$140K – – –
MCM
729
MidAtlantic Capital Management
Virginia
$136K – – –
AWM
730
Atticus Wealth Management
Florida
$134K +$262 +1 +0.2%
S
731
SignatureFD
Georgia
$133K +$13.1K +50 +11%
CM
732
Castleark Management
Illinois
$131K – – –
IWA
733
Icon Wealth Advisors
Texas
$130K -$27.6K -97 -18%
CB
734
CNB Bank
Pennsylvania
$128K -$28.9K -110 -18%
PIP
735
Peachtree Investment Partners
Florida
$128K -$28.6K -109 -18%
FM
736
Family Management
New York
$124K – – –
WB
737
Webster Bank
Connecticut
$121K – – –
RP
738
Rice Partnership
Hawaii
$120K – – –
Lazard Asset Management
739
Lazard Asset Management
New York
$118K – – –
GBT
740
Grove Bank & Trust
Florida
$112K – – –
AA
741
Ancora Advisors
Ohio
$112K -$26.3K -100 -19%
NSIM
742
North Star Investment Management
Illinois
$112K -$57K -217 -34%
UCB
743
United Community Bank
South Carolina
$111K – – –
AIA
744
Arcadia Investment Advisors
Idaho
$110K -$38.9K -148 -26%
OC
745
Oakworth Capital
Alabama
$103K -$70.4K -268 -40%
HFM
746
Harvest Fund Management
China
$103K -$332K -1,260 -76%
ADL
747
Asset Dedication LLC
California
$102K -$3.94K -15 -4%
Deutsche Bank
748
Deutsche Bank
Germany
$102K -$1.31K -5 -1%
MCM
749
Manchester Capital Management
Vermont
$99.2K +$79K +301 +391%
T
750
Tidemark
California
$96.5K – – –
28 29
30
31 32