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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
$73.7M
2
PCP
Proficio Capital Partners
Massachusetts
$28.6M
3
Charles Schwab
Charles Schwab
California
$115M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
5
Goldman Sachs
Goldman Sachs
New York
$216M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$906M
2
APF
Alaska Permanent Fund
Alaska
$47.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.27M
4
APP
Avantax Planning Partners
Iowa
$7.23M
5
Twin Tree Management
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
851
PFS Partners
New Jersey
$25.2K – – –
BFPW
852
BOK Financial Private Wealth
Colorado
$25.2K – – –
VCM
853
Versant Capital Management
Arizona
$24.7K – – –
RG
854
Retirement Group
California
$24.6K – – –
PK
855
Pflug Koory
Nebraska
$24.4K – – –
CT
856
Clearstead Trust
Maine
$23.8K – – –
GA
857
GoalVest Advisory
New York
$21.7K +$21.7K +80 New
CHC
858
City Holding Co
West Virginia
$21.7K – – –
MCM
859
Manchester Capital Management
Vermont
$20.9K – – –
CPA
860
Clear Point Advisors
New York
$20.7K – – –
PMFA
861
Plante Moran Financial Advisors
Michigan
$20.6K – – –
CA
862
CoreCap Advisors
Michigan
$20.3K +$20.3K +75 New
RFS
863
Richardson Financial Services
Massachusetts
$19.5K +$19.5K +72 New
SIC
864
Salem Investment Counselors
North Carolina
$19.2K +$10K +37 +109%
IFAM
865
Institutional & Family Asset Management
Colorado
$19K – – –
LF
866
LifeSteps Financial
California
$18.7K +$18.7K +69 New
AWM
867
Abound Wealth Management
Tennessee
$18.4K – – –
PWA
868
Provenance Wealth Advisors
Florida
$18.1K +$18.1K +67 New
AGWCA
869
Annis Gardner Whiting Capital Advisors
Florida
$17.3K – – –
RA
870
Rise Advisors
New York
$17.2K – – –
JFA
871
JNBA Financial Advisors
Minnesota
$16.9K – – –
RDIA
872
RE Dickinson Investment Advisors
Iowa
$16K -$1.07K -4 -6%
HDIM
873
Hanson & Doremus Investment Management
Vermont
$15K – – –
DWM
874
Dogwood Wealth Management
Kansas
$13.9K – – –
LI
875
LRI Investments
Florida
$13.5K +$13.5K +50 New
33 34
35
36 37