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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 %
MWM
876
Mascoma Wealth Management
New Hampshire
$4.2K – – –
GFPC
877
Global Financial Private Client
Florida
$3.94K – – –
KIG
878
Kessler Investment Group
Indiana
$3.68K – – –
PGAM
879
Princeton Global Asset Management
New Jersey
$3.15K +$3.15K +12 New
CWP
880
Concord Wealth Partners
Virginia
$3.11K -$29.5K -114 -90%
LFA
881
Legend Financial Advisors
Pennsylvania
$2.89K – – –
SFC
882
Strategic Financial Concepts
Texas
$2.74K +$2.73K +771,455 +28,721%
GPFA
883
Game Plan Financial Advisors
Ohio
$2.63K – – –
MCA
884
Maryland Capital Advisors
Maryland
$2.36K – – –
RFG
885
REAP Financial Group
Texas
$2.36K – – –
AWM
886
Activest Wealth Management
Florida
$1.34K – – –
CIAS
887
Capital Investment Advisory Services
North Carolina
$1.31K -$9.19K -35 -88%
TFA
888
Toth Financial Advisory
Virginia
$1.31K – – –
NCM
889
Northwest Capital Management
Oregon
$1.07K -$25.9K -97 -96%
GA
890
GoalVest Advisory
New York
$1.05K -$20K -76 -95%
OA
891
Operose Advisors
Wisconsin
$1.05K – – –
PWMG
892
Prestige Wealth Management Group
New Jersey
$526 – – –
JWM
893
Janiczek Wealth Management
Colorado
$526 – – –
HCP
894
Hexagon Capital Partners
Arkansas
$263 – – –
FHC
895
First Heartland Consultants
Missouri
$200 -$77 -292 -28%
SIS
896
Sound Income Strategies
Florida
$38 -$852 -3 Closed
VWM
897
Valley Wealth Managers
New Jersey
$10 -$11 – –
PCP
898
Proficio Capital Partners
Massachusetts
– -$28.6M -105,851 Closed
NRA
899
NSI Retail Advisors
Pennsylvania
– -$28.2M -104,000 Closed
CA
900
CSM Advisors
Pennsylvania
– -$28.2M -104,000 Closed
34 35
36
37 38