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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 %
MWM
901
Mascoma Wealth Management
New Hampshire
$4.04K – – –
GFPC
902
Global Financial Private Client
Florida
$3.78K – – –
AIMA
903
Ables Iannone Moore & Associates
Georgia
$3.78K +$3.78K +15 New
FCAS
904
First Command Advisory Services
Texas
$3.03K +$3.03K +12 New
AEPWM
905
Atlantic Edge Private Wealth Management
Florida
$3.03K +$3.03K +12 New
MCA
906
Maryland Capital Advisors
Maryland
$2.27K – – –
MA
907
MCF Advisors
Kentucky
$2.27K – – –
RFG
908
REAP Financial Group
Texas
$2.27K +$2.27K +9 New
PIS
909
POM Investment Strategies
North Carolina
$2.27K +$2.27K +9 New
SA
910
Scarborough Advisors
Maryland
$2.02K +$2.02K +8 New
WWM
911
Wolff Wiese Magana
California
$1.77K +$1.77K +7 New
CWP
912
Concord Wealth Partners
Virginia
$1.51K -$49.2K -195 -97%
AWM
913
Activest Wealth Management
Florida
$1.28K – – –
TFA
914
Toth Financial Advisory
Virginia
$1.26K – – –
SIS
915
Sound Income Strategies
Florida
$1.05K +$1.05K +4 New
PS
916
Planned Solutions
California
$1.01K +$1.01K +4 New
ITIM
917
Indiana Trust & Investment Management
Indiana
$757 – – –
PWMG
918
Prestige Wealth Management Group
New Jersey
$505 – – –
JWM
919
Janiczek Wealth Management
Colorado
$505 – – –
PP
920
Pingora Partners
Wyoming
$504 +$504 +2 New
HCP
921
Hexagon Capital Partners
Arkansas
$253 -$506 -2 -67%
Parallax Volatility Advisers
922
Parallax Volatility Advisers
California
$252 – – –
VWM
923
Valley Wealth Managers
New Jersey
$10 – – –
Victory Capital Management
924
Victory Capital Management
Texas
– -$127M -568,420 Closed
MOACM
925
Mutual of America Capital Management
New York
– -$6.16M -27,479 Closed
35 36
37
38 39