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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.

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
1
Bank of America
North Carolina
$886M
2
JHU
2
Johns Hopkins University
Maryland
$27.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$41.3M
4
WF
4
WoodTrust Financial
Wisconsin
$21.8M
5
B
5
Barings
North Carolina
$408M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$658M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$155M
3
PCP
3
Proficio Capital Partners
Massachusetts
$0
4
CA
4
CSM Advisors
Pennsylvania
$0
5
NRA
5
NSI Retail Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
101
Powell Investment Advisors
Florida
$10.2M 38,832 +1,383 +4%
CWS
102
Confluence Wealth Services
Pennsylvania
$10.1M 38,655 +13,627 +54%
WANY
103
Wealthspire Advisors (New York)
New York
$10M 38,197 +3,343 +10%
HWA
104
Hillcrest Wealth Advisors
New Jersey
$9.93M 37,810 +1,660 +5%
WTC
105
WhitTier Trust Company
Nevada
$9.66M 36,799 -1,055 -3%
EFG
106
Erickson Financial Group
Pennsylvania
$9.51M 36,238 +9 +0%
TFA
107
Tobias Financial Advisors
Florida
$9.4M 35,798 +2,857 +9%
TRCT
108
Tower Research Capital (TRC)
New York
$9.26M 35,286 +1,418 +4%
QC
109
Quent Capital
New York
$9.22M 35,137 +148 +0.4%
SPIA
110
Steward Partners Investment Advisory
New York
$9.21M 35,077 +1,335 +4%
AssetMark Inc
111
AssetMark Inc
California
$9.08M 34,569 +242 +0.7%
CWM
112
Congress Wealth Management
Massachusetts
$8.77M 33,406 -73 -0.2%
William Blair Investment Management
113
William Blair Investment Management
Illinois
$8.6M 32,755 -12,184 -27%
MAM
114
MMA Asset Management
Pennsylvania
$8.6M 32,746 +404 +1%
NA
115
NewEdge Advisors
Louisiana
$8.55M 32,564 -4,440 -12%
Franklin Resources
116
Franklin Resources
California
$8.51M 32,402 -343 -1%
JIC
117
Johnson Investment Counsel
Ohio
$8.34M 31,770 -588 -2%
OCM
118
One Capital Management
California
$8.32M 31,706 -291 -0.9%
Macquarie Group
119
Macquarie Group
Australia
$8.19M 31,204 +1,613 +5%
OC
120
Oppenheimer & Co
New York
$8.16M 31,069 +5,687 +22%
CG
121
Corundum Group
Colorado
$8M 30,488 +765 +3%
AWE
122
Avidian Wealth Enterprises
Texas
$7.99M 30,453 -2,713 -8%
Fuller & Thaler Asset Management
123
Fuller & Thaler Asset Management
California
$7.91M 30,121 +7,026 +30%
NC
124
NBW Capital
Massachusetts
$7.78M 29,645 -677 -2%
MWM
125
Modera Wealth Management
New Jersey
$7.4M 28,173 -222 -0.8%
3 4
5
6 7