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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
$886M
2
JHU
Johns Hopkins University
Maryland
$27.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$41.3M
4
WF
WoodTrust Financial
Wisconsin
$21.8M
5
B
Barings
North Carolina
$408M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$658M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$155M
3
PCP
Proficio Capital Partners
Massachusetts
$0
4
CA
CSM Advisors
Pennsylvania
$0
5
NRA
NSI Retail Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
801
Venturi Wealth Management
Texas
$37.5K – – –
VF
802
VitalStone Financial
Texas
$36.8K – – –
PCTC
803
Perkins Coie Trust Company
Washington
$36.8K – – –
SFC
804
SYM Financial Corp
Indiana
$36.7K – – –
WT
805
Washington Trust
Rhode Island
$34.7K -$44.6K -170 -56%
BCMLT
806
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.4K – – –
PWM
807
Provident Wealth Management
Tennessee
$32.8K -$23.9K -91 -42%
WIA
808
Wetzel Investment Advisors
Indiana
$32.8K – – –
PBK
809
Peoples Bank (Kansas)
Kansas
$32.3K – – –
FGAM
810
Financial Gravity Asset Management
Texas
$31.8K -$38.1K -145 -55%
TC
811
Trust Company
Kansas
$31.2K – – –
GWSG
812
GPS Wealth Strategies Group
Colorado
$30.7K +$22.9K +87 +290%
BWL
813
Bogart Wealth LLC
Virginia
$30.2K +$2.89K +11 +11%
FFA
814
Frazier Financial Advisors
Ohio
$28.9K – – –
PB
815
Pinnacle Bancorp
Nebraska
$28.9K +$2.63K +10 +10%
EWM
816
EPG Wealth Management
Georgia
$28.8K -$29.7K -110 Closed
RTC
817
Riverview Trust Company
Washington
$28.4K +$28.4K +108 New
AAG
818
Armstrong Advisory Group
Massachusetts
$26.8K -$1.05K -4 -4%
KA
819
Kozak & Associates
Colorado
$26.4K -$3.39K -13 -11%
HWM
820
HighMark Wealth Management
Minnesota
$26.3K +$26.3K +100 New
CJ
821
Caitlin John
Michigan
$25.7K – – –
Bessemer Group
822
Bessemer Group
New Jersey
$25K -$69.3K -266 -73%
GI
823
GAMMA Investing
California
$24.9K – – –
ME
824
McIlrath & Eck
Washington
$24.9K – – –
PP
825
PFS Partners
New Jersey
$24.4K – – –
31 32
33
34 35