IWO icon

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 %
NECFA
751
New England Capital Financial Advisors
Connecticut
$146K +$271 +1 +0.2%
EWP
752
Elevation Wealth Partners
California
$145K -$88K -325 -38%
WP
753
WealthShield Partners
North Carolina
$144K -$9.21K -34 -6%
AA
754
Ancora Advisors
Ohio
$142K +$27.1K +100 +23%
MCM
755
MidAtlantic Capital Management
Virginia
$141K – – –
ACA
756
Atlas Capital Advisors
Wyoming
$140K -$22.2K -82 -14%
NRC
757
New Republic Capital
North Carolina
$139K – – –
AWM
758
Atticus Wealth Management
Florida
$138K +$271 +1 +0.2%
CM
759
Castleark Management
Illinois
$135K – – –
FM
760
Family Management
New York
$128K – – –
WB
761
Webster Bank
Connecticut
$124K – – –
S
762
SignatureFD
Georgia
$124K -$441K -1,630 -78%
RP
763
Rice Partnership
Hawaii
$123K – – –
Lazard Asset Management
764
Lazard Asset Management
New York
$121K – – –
GBT
765
Grove Bank & Trust
Florida
$116K +$116K +427 New
UCB
766
United Community Bank
South Carolina
$115K – – –
ADL
767
Asset Dedication LLC
California
$109K -$27K -100 -20%
Deutsche Bank
768
Deutsche Bank
Germany
$106K – – –
SWM
769
Sugarloaf Wealth Management
Georgia
$99.4K – – –
T
770
Tidemark
California
$99.4K +$1.35K +5 +1%
Bessemer Group
771
Bessemer Group
New Jersey
$98K -$382K -1,412 -80%
AIM
772
Arcadia Investment Management
Michigan
$97.5K – – –
WPA
773
West Paces Advisors
Georgia
$96.4K – – –
MLA
774
MB, Levis & Associates
Pennsylvania
$87.1K +$271 +1 +0.3%
PCMC
775
Planning Capital Management Corporation
Pennsylvania
$82.2K +$82.2K +303 New
29 30
31
32 33