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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 %
SC
826
SouthState Corp
Florida
$40.6K – – –
WBC
827
West Branch Capital
Massachusetts
$40.2K -$20.9K -77 -34%
SR
828
Syntax Research
Florida
$39.5K – – –
VWM
829
Venturi Wealth Management
Texas
$38.7K -$77.7K -287 -67%
VF
830
VitalStone Financial
Texas
$38K +$1.63K +6 +4%
PCTC
831
Perkins Coie Trust Company
Washington
$37.9K – – –
SFC
832
SYM Financial Corp
Indiana
$37.9K – – –
BCMLT
833
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.5K +$28.7K +106 +424%
CWP
834
Concord Wealth Partners
Virginia
$34.2K +$32.6K +120 +2,000%
BTI
835
Blue Trust Inc
Georgia
$33.9K -$88.8K -328 -72%
NF
836
Norwood Financial
Pennsylvania
$33.8K – – –
PBK
837
Peoples Bank (Kansas)
Kansas
$33.3K – – –
TC
838
Trust Company
Kansas
$32.2K – – –
KA
839
Kozak & Associates
Colorado
$30.2K +$3.45K +13 +13%
CFD
840
Creative Financial Designs
Indiana
$30.1K +$815 +3 +3%
WIA
841
Wetzel Investment Advisors
Indiana
$29.9K – – –
FFA
842
Frazier Financial Advisors
Ohio
$29.8K – – –
EWM
843
EPG Wealth Management
Georgia
$29.7K +$270 +1 +0.9%
BWL
844
Bogart Wealth LLC
Virginia
$28.2K -$1.35K -5 -5%
NCM
845
Northwest Capital Management
Oregon
$27.4K – – –
PB
846
Pinnacle Bancorp
Nebraska
$27.1K – – –
AAG
847
Armstrong Advisory Group
Massachusetts
$26.7K – – –
CJ
848
Caitlin John
Michigan
$26.5K – – –
ME
849
McIlrath & Eck
Washington
$25.7K – – –
GI
850
GAMMA Investing
California
$25.7K +$25.7K +95 New
32 33
34
35 36