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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 %
BFPW
826
BOK Financial Private Wealth
Colorado
$24.4K – – –
VCM
827
Versant Capital Management
Arizona
$24K – – –
GWS
828
Glassman Wealth Services
Virginia
$23.9K -$214K -816 -90%
CT
829
Clearstead Trust
Maine
$23.1K – – –
FAM
830
Fred Alger Management
New York
$22.8K +$22.8K +87 New
MFS
831
Mattson Financial Services
Michigan
$22.1K +$22.1K +84 New
FC
832
Fairscale Capital
New Hampshire
$21.7K +$21.7K +75 New
CFD
833
Creative Financial Designs
Indiana
$21.4K -$7.91K -30 -27%
CHC
834
City Holding Co
West Virginia
$21K – – –
CPA
835
Clear Point Advisors
New York
$20.1K +$261 +1 +1%
PMFA
836
Plante Moran Financial Advisors
Michigan
$20K – – –
AP
837
Atwood & Palmer
Missouri
$19.7K -$19.7K -75 -50%
PCMC
838
Private Capital Management (Colorado)
Colorado
$19.4K -$26.5K -101 -58%
AW
839
Avion Wealth
Texas
$19K +$12.9K +51 +213%
RFS
840
Richardson Financial Services
Massachusetts
$18.9K – – –
IFAM
841
Institutional & Family Asset Management
Colorado
$18.4K – – –
AWM
842
Abound Wealth Management
Tennessee
$17.9K – – –
TWP
843
Triad Wealth Partners
Kansas
$17.2K +$17.2K +65 New
AGWCA
844
Annis Gardner Whiting Capital Advisors
Florida
$16.8K – – –
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.8K +$7.35K +28 +78%
RDIA
846
RE Dickinson Investment Advisors
Iowa
$15.8K – – –
AEPWM
847
Atlantic Edge Private Wealth Management
Florida
$15.2K +$7.61K +29 +100%
MA
848
MCF Advisors
Kentucky
$15.2K +$12.9K +49 +544%
JFA
849
JNBA Financial Advisors
Minnesota
$14.3K -$2.11K -8 -13%
HDIM
850
Hanson & Doremus Investment Management
Vermont
$14K – – –
32 33
34
35 36