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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

1,040 hedge funds and large institutions have $9.34B invested in iShares Russell 2000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+83
Holders Change %
+8.67%
% of All Funds
13.85%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.44%
New
156
Increased
330
Reduced
268
Closed
50
Calls
$49.3M
Puts
$17.4M
Net Calls
+$31.9M
Net Calls Change
+$31.9M

Top Buyers

1
CM
Churchill Management
California
$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.7M
4
Bank of America
Bank of America
North Carolina
$1.05B
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$36.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$266K
2
US Bancorp
US Bancorp
Minnesota
$79.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
$76.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$57.9M
5
Barclays
Barclays
United Kingdom
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1001
Raleigh Capital Management
North Carolina
$7.84K +$7.84K +27 New
AG
1002
AmeriFlex Group
Nevada
$7.5K +$7.5K +25 New
CW
1003
Curio Wealth
Maryland
$7.2K +$7.2K +25 New
HBW
1004
Hazlett, Burt & Watson
West Virginia
$7K – – –
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$5.76K – – –
BFO
1006
Biltmore Family Office
North Carolina
$5.76K – – –
CFP
1007
Comprehensive Financial Planning
Pennsylvania
$5.76K +$5.76K +20 New
CMBA
1008
C.M. Bidwell & Associates
Hawaii
$5.47K +$5.47K +19 New
AIP
1009
Ameritas Investment Partners
Nebraska
$5.18K +$5.18K +18 New
MIA
1010
MeadowBrook Investment Advisors
Michigan
$4.89K -$5.18K -18 -51%
WCM
1011
WealthTrak Capital Management
Virginia
$4.89K +$4.89K +17 New
HFS
1012
Hopwood Financial Services
Virginia
$4.32K +$4.32K +15 New
GFPC
1013
Global Financial Private Client
Florida
$4.32K – – –
CFO
1014
CVA Family Office
Colorado
$4.32K +$4.32K +15 New
GPFA
1015
Game Plan Financial Advisors
Ohio
$4.11K +$2.46K +15 +150%
KIG
1016
Kessler Investment Group
Indiana
$4.03K – – –
WAM
1017
WFA Asset Management
Wisconsin
$3.45K +$3.45K +12 New
WCAMG
1018
Woodard & Company Asset Management Group
North Carolina
$3.45K +$3.45K +12 New
BIG
1019
Brooklyn Investment Group
New York
$3.45K +$3.45K +12 New
LFA
1020
Legend Financial Advisors
Pennsylvania
$3.17K – – –
MCA
1021
Maryland Capital Advisors
Maryland
$2.59K – – –
RFG
1022
REAP Financial Group
Texas
$2.59K – – –
CAWM
1023
Capital A Wealth Management
Pennsylvania
$2.59K +$2.59K +9 New
HHGA
1024
Halbert Hargrove Global Advisors
California
$2.32K +$2.32K +8 New
MSWA
1025
Marshall & Sterling Wealth Advisors
New York
$2.02K +$2.02K +7 New
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