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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 %
LI
851
LRI Investments
Florida
$13.1K – – –
NC
852
NewSquare Capital
Pennsylvania
$13.1K +$13.1K +50 New
RA
853
Rise Advisors
New York
$12.8K -$3.66K -14 -22%
SL
854
Salomon & Ludwin
Virginia
$12.6K – – –
IF
855
Integrity Financial
Wyoming
$12.6K – – –
EK
856
Evensky & Katz
Florida
$12K – – –
WWM
857
Wolff Wiese Magana
California
$11.6K +$9.71K +37 +529%
CSWM
858
Cassady Schiller Wealth Management
Ohio
$11K – – –
POIA
859
Pin Oak Investment Advisors
Texas
$11K – – –
TSMHT
860
Thurston Springer Miller Herd & Titak
Indiana
$10.8K +$10.8K +41 New
GTAM
861
Global Trust Asset Management
Florida
$10.6K – – –
LIA
862
Lynx Investment Advisory
District of Columbia
$9.98K +$9.98K +38 New
SIC
863
Salem Investment Counselors
North Carolina
$9.71K -$8.93K -34 -48%
MIA
864
MeadowBrook Investment Advisors
Michigan
$9.19K -$52.2K -199 -85%
CSC
865
Caldwell Sutter Capital
California
$8.66K – – –
IRC
866
Investors Research Corp
Georgia
$8.66K – – –
GIP
867
Granite Investment Partners
California
$7.88K – – –
MTIC
868
Missouri Trust & Investment Company
Missouri
$7.88K – – –
GJWM
869
Gilliland Jeter Wealth Management
Arkansas
$7.35K – – –
HBW
870
Hazlett, Burt & Watson
West Virginia
$7K – – –
FFA
871
Founders Financial Alliance
North Carolina
$6.04K – – –
CCC
872
Chelsea Counsel Company
California
$5.25K – – –
BFO
873
Biltmore Family Office
North Carolina
$5.25K – – –
CTWM
874
Cherry Tree Wealth Management
Minnesota
$5.25K – – –
JFG
875
JDM Financial Group
Texas
$4.52K -$5.59K -21 -55%
33 34
35
36 37