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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

786 hedge funds and large institutions have $6.84B invested in iShares Russell 2000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 255 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.59%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.45%
New
64
Increased
230
Reduced
255
Closed
54
Calls
$27.5M
Puts
$399M
Net Calls
-$372M
Net Calls Change
-$295M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$522M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.7M
3
SFP
Shepherd Financial Partners
Massachusetts
$19.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$36.3M
5
LFWA
LBJ Family Wealth Advisors
Texas
$13M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$47.9M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$155M
3
Bank of America
Bank of America
North Carolina
$633M
4
Goldman Sachs
Goldman Sachs
New York
$233M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$4.49M +$114K +553 +3%
LTL
127
Lowery Thomas LLC
California
$4.44M -$42.2K -204 -0.9%
RA
128
Rodgers & Associates
Pennsylvania
$4.36M +$274K +1,325 +7%
CDIA
129
Capital Directions Investment Advisors
Georgia
$4.26M -$4.42M -21,425 Closed
CGA
130
Crescent Grove Advisors
Illinois
$4.22M -$99.6K -482 -2%
EFG
131
Erickson Financial Group
Pennsylvania
$4.18M +$79.7K +386 +2%
OFS
132
Oldfather Financial Services
Nebraska
$4.18M +$127K +616 +3%
3F
133
360 Financial
Minnesota
$4.1M +$37.4K +181 +0.9%
ZCA
134
Zeke Capital Advisors
Pennsylvania
$4.08M +$1.47M +7,136 +57%
TFA
135
Tobias Financial Advisors
Florida
$4.06M +$421K +2,038 +12%
NYLIM
136
New York Life Investment Management
New York
$4.03M -$2.04M -9,864 -34%
WF
137
Welch & Forbes
Massachusetts
$3.94M -$611K -2,956 -13%
HIA
138
Harbor Investment Advisory
Maryland
$3.92M +$663K +3,209 +20%
RZH
139
Relyea Zuckerberg Hanson
Connecticut
$3.88M +$43.4K +210 +1%
AWM
140
AE Wealth Management
Kansas
$3.86M +$3.33M +16,101 +619%
RTS
141
Round Table Services
New Jersey
$3.86M +$1.21M +5,841 +46%
AFP
142
Ausdal Financial Partners
Iowa
$3.83M +$3.42M +16,569 +844%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$3.82M +$179K +865 +5%
MAM
144
MMA Asset Management
Pennsylvania
$3.67M -$1.57M -7,581 -30%
RWG
145
Regal Wealth Group
California
$3.66M +$74.1K +351 +2%
CFB
146
Cullen/Frost Bankers
Texas
$3.62M -$236K -1,142 -6%
PWM
147
Provident Wealth Management
Tennessee
$3.56M +$337K +1,630 +10%
BPA
148
Beacon Pointe Advisors
California
$3.56M -$95.8K -464 -3%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$3.56M -$196K -947 -5%
Principal Financial Group
150
Principal Financial Group
Iowa
$3.51M -$516K -2,500 -13%
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