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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 %
MCM
776
McMillion Capital Management
North Carolina
$17K +$17K +70 New
NSG
777
Nalls Sherbakoff Group
Tennessee
$16.8K – – –
AWM
778
Abound Wealth Management
Tennessee
$16.5K – – –
RDIA
779
RE Dickinson Investment Advisors
Iowa
$16K -$32.8K -131 -67%
RA
780
Rise Advisors
New York
$15.3K – – –
LFA
781
Legend Financial Advisors
Pennsylvania
$15.3K – – –
JFA
782
JNBA Financial Advisors
Minnesota
$15.1K – – –
HPIA
783
Hamilton Point Investment Advisors
North Carolina
$14.3K – – –
WAM
784
WFA Asset Management
Wisconsin
$13.8K – – –
OLVIG
785
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3K – – –
HDIM
786
Hanson & Doremus Investment Management
Vermont
$13K – – –
IGWM
787
ICA Group Wealth Management
Colorado
$12.1K -$24.3K -100 -67%
BWM
788
BerganKDV Wealth Management
Minnesota
$12.1K – – –
EK
789
Evensky & Katz
Florida
$11K – – –
KC
790
Kenfarb & Co
Kentucky
$10.9K – – –
POIA
791
Pin Oak Investment Advisors
Texas
$10K +$10K +40 New
FA
792
Fiduciary Alliance
South Carolina
$9.95K +$9.95K +41 New
GTAM
793
Global Trust Asset Management
Florida
$9.77K – – –
CCA
794
Column Capital Advisors
Indiana
$9.71K – – –
JFG
795
JDM Financial Group
Texas
$9.1K – – –
CSC
796
Caldwell Sutter Capital
California
$8.01K – – –
IRC
797
Investors Research Corp
Georgia
$8.01K – – –
WB
798
Webster Bank
Connecticut
$7.77K – – –
GWSG
799
GPS Wealth Strategies Group
Colorado
$7.28K – – –
MTIC
800
Missouri Trust & Investment Company
Missouri
$7.28K – – –
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