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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

921 hedge funds and large institutions have $9.17B invested in iShares Russell 2000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+92
Holders Change %
+11.1%
% of All Funds
13.5%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
149
Increased
292
Reduced
256
Closed
46
Calls
$47.8M
Puts
$95.8M
Net Calls
-$48M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.68B
2
Bank of America
Bank of America
North Carolina
$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$102M
4
PLFA
Pacific Life Fund Advisors
California
$33.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$0
2
Jane Street
Jane Street
New York
$2.96M
3
Corient Private Wealth
Corient Private Wealth
Florida
$38.1M
4
UBS Group
UBS Group
Switzerland
$137M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
851
Pflug Koory
Nebraska
$22.7K – – –
CT
852
Clearstead Trust
Maine
$22.2K – – –
AWM
853
Avior Wealth Management
Nebraska
$21.9K +$16.9K +67 +335%
FGA
854
Fortis Group Advisors
New Jersey
$20.2K +$10.1K +40 +100%
CHC
855
City Holding Co
West Virginia
$20.2K +$20.2K +80 New
MCM
856
Manchester Capital Management
Vermont
$19.4K – – –
CPA
857
Clear Point Advisors
New York
$19.3K +$19.3K +76 New
PMFA
858
Plante Moran Financial Advisors
Michigan
$19.2K -$25.2K -100 -57%
NSG
859
Nalls Sherbakoff Group
Tennessee
$18.9K – – –
IFAM
860
Institutional & Family Asset Management
Colorado
$17.7K – – –
AWM
861
Abound Wealth Management
Tennessee
$17.2K – – –
AGWCA
862
Annis Gardner Whiting Capital Advisors
Florida
$16.1K – – –
RDIA
863
RE Dickinson Investment Advisors
Iowa
$16K – – –
RA
864
Rise Advisors
New York
$16K – – –
JFA
865
JNBA Financial Advisors
Minnesota
$15.7K – – –
HDIM
866
Hanson & Doremus Investment Management
Vermont
$14K – – –
DWM
867
Dogwood Wealth Management
Kansas
$13K +$13K +51 New
IGWM
868
ICA Group Wealth Management
Colorado
$12.6K +$12.6K +50 New
IF
869
Integrity Financial
Wyoming
$12.1K -$5.05K -20 -29%
HGERS
870
Householder Group Estate & Retirement Specialist
Arizona
$12K – – –
SL
871
Salomon & Ludwin
Virginia
$11.2K – – –
PA
872
Pineridge Advisors
Missouri
$11.1K +$11.1K +44 New
EK
873
Evensky & Katz
Florida
$11K +$244 +1 +2%
SWS
874
SYSTM Wealth Solutions
Illinois
$10.8K +$10.8K +43 New
CIAS
875
Capital Investment Advisory Services
North Carolina
$10.6K -$11.4K -45 -52%
33 34
35
36 37