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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

957 hedge funds and large institutions have $8.64B invested in iShares Russell 2000 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 283 increasing their positions, 302 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
+64
Holders Change %
+7.17%
% of All Funds
13.84%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
107
Increased
283
Reduced
302
Closed
35
Calls
$49.9M
Puts
$49.9M
Net Calls
-$5K
Net Calls Change
-$12.6M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$101M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
3
Bank of America
Bank of America
North Carolina
$993M
4
LPL Financial
LPL Financial
California
$139M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$428M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$440K
2
Charles Schwab
Charles Schwab
California
$0
3
Wells Fargo
Wells Fargo
California
$206M
4
Goldman Sachs
Goldman Sachs
New York
$186M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$3.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFL
776
Financial Freedom LLC
Ohio
$169K +$284 +1 +0.2%
VWM
777
Venturi Wealth Management
Texas
$164K +$123K +434 +303%
FP
778
Financial Perspectives
Minnesota
$163K +$284 +1 +0.2%
GKIM
779
GW&K Investment Management
Massachusetts
$163K +$163K +574 New
MM
780
Main Management
California
$154K – – –
Loomis, Sayles & Company
781
Loomis, Sayles & Company
Massachusetts
$154K +$154K +544 New
NECFA
782
New England Capital Financial Advisors
Connecticut
$154K +$568 +2 +0.4%
OIA
783
Optimum Investment Advisors
Illinois
$153K – – –
EWP
784
Elevation Wealth Partners
California
$153K – – –
OC
785
Oakworth Capital
Alabama
$151K +$39.5K +139 +35%
WP
786
WealthShield Partners
North Carolina
$151K – – –
MCM
787
MidAtlantic Capital Management
Virginia
$147K – – –
NRC
788
New Republic Capital
North Carolina
$146K -$138K -485 -49%
AWM
789
Atticus Wealth Management
Florida
$145K +$284 +1 +0.2%
PGAM
790
Princeton Global Asset Management
New Jersey
$145K +$141K +497 +4,142%
FMTCOCP
791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$143K -$82.7K -292 -37%
CM
792
Castleark Management
Illinois
$142K – – –
Kovitz Investment Group Partners
793
Kovitz Investment Group Partners
Illinois
$139K -$3.33K -916 -2%
PIP
794
Peachtree Investment Partners
Florida
$139K +$284 +1 +0.2%
S
795
SignatureFD
Georgia
$137K -$6.81K -24 -5%
FM
796
Family Management
New York
$134K – – –
WB
797
Webster Bank
Connecticut
$130K – – –
IWA
798
Icon Wealth Advisors
Texas
$130K – – –
RP
799
Rice Partnership
Hawaii
$130K – – –
Lazard Asset Management
800
Lazard Asset Management
New York
$127K – – –
30 31
32
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