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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 %
CSWM
876
Cassady Schiller Wealth Management
Ohio
$10.6K -$67K -266 -86%
GTAM
877
Global Trust Asset Management
Florida
$10.2K – – –
POIA
878
Pin Oak Investment Advisors
Texas
$10K – – –
First Manhattan
879
First Manhattan
New York
$9.84K – – –
JFG
880
JDM Financial Group
Texas
$9.48K +$249 +1 +3%
JFGIW
881
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.08K +$9.08K +36 New
MIA
882
MeadowBrook Investment Advisors
Michigan
$8.83K +$8.83K +35 New
SIC
883
Salem Investment Counselors
North Carolina
$8.58K +$8.58K +34 New
CSC
884
Caldwell Sutter Capital
California
$8.32K – – –
IRC
885
Investors Research Corp
Georgia
$8.32K – – –
PCWA
886
Pacific Capital Wealth Advisors
California
$8.32K +$8.32K +33 New
FA
887
Faithward Advisors
Pennsylvania
$7.85K +$7.85K +32 New
GIP
888
Granite Investment Partners
California
$7.57K – – –
MTIC
889
Missouri Trust & Investment Company
Missouri
$7.57K – – –
LPP
890
Life Planning Partners
Florida
$7.57K +$7.57K +30 New
GWSG
891
GPS Wealth Strategies Group
Colorado
$7.57K – – –
HBW
892
Hazlett, Burt & Watson
West Virginia
$7K – – –
CWM
893
CarsonAllaria Wealth Management
Illinois
$6.56K +$6.56K +26 New
AFS
894
Annapolis Financial Services
Maryland
$6.31K – – –
FFA
895
Founders Financial Alliance
North Carolina
$5.8K – – –
BCMLT
896
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.6K – – –
LFA
897
Legend Financial Advisors
Pennsylvania
$5.55K -$10.3K -41 -65%
RCM
898
Raleigh Capital Management
North Carolina
$5.55K +$5.55K +22 New
CTWM
899
Cherry Tree Wealth Management
Minnesota
$5.05K – – –
TH
900
TCTC Holdings
Texas
$4.29K -$3.03K -12 -41%
34 35
36
37 38