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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 %
AWM
901
Avior Wealth Management
Nebraska
$5.42K -$18.1K -67 -77%
CTWM
902
Cherry Tree Wealth Management
Minnesota
$5.42K – – –
BFO
903
Biltmore Family Office
North Carolina
$5.42K +$5.42K +20 New
CCC
904
Chelsea Counsel Company
California
$5.42K +$5.42K +20 New
MWM
905
Mascoma Wealth Management
New Hampshire
$4.33K – – –
TVWM
906
Tower View Wealth Management
Wisconsin
$4.33K +$4.33K +16 New
NL
907
NVWM LLC
Pennsylvania
$4.33K +$4.33K +16 New
AIMA
908
Ables Iannone Moore & Associates
Georgia
$4.06K – – –
GFPC
909
Global Financial Private Client
Florida
$4.03K – – –
KIG
910
Kessler Investment Group
Indiana
$3.79K +$3.79K +14 New
LFA
911
Legend Financial Advisors
Pennsylvania
$2.98K -$2.98K -11 -50%
HR
912
Howe & Rusling
New York
$2.71K +$2.71K +10 New
GPFA
913
Game Plan Financial Advisors
Ohio
$2.71K +$2.71K +10 New
TAM
914
Tucker Asset Management
Colorado
$2.71K +$2.71K +10 New
MA
915
MCF Advisors
Kentucky
$2.44K – – –
MCA
916
Maryland Capital Advisors
Maryland
$2.44K – – –
RFG
917
REAP Financial Group
Texas
$2.44K – – –
WIC
918
Woodmont Investment Counsel
Tennessee
$2.17K +$2.17K +8 New
WWM
919
Wolff Wiese Magana
California
$1.9K – – –
CIA
920
Cape Investment Advisory
Georgia
$1.63K +$1.63K +6 New
AWM
921
Activest Wealth Management
Florida
$1.38K – – –
TFA
922
Toth Financial Advisory
Virginia
$1.35K – – –
OA
923
Operose Advisors
Wisconsin
$1.08K +$1.08K +4 New
SIS
924
Sound Income Strategies
Florida
$852 -$284 -1 -25%
ITIM
925
Indiana Trust & Investment Management
Indiana
$812 – – –
35 36
37
38 39