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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

827 hedge funds and large institutions have $7.91B invested in iShares Russell 2000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 246 increasing their positions, 267 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+14
Holders Change %
+1.72%
% of All Funds
13.04%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
67
Increased
246
Reduced
267
Closed
45
Calls
$14.1M
Puts
$89.8M
Net Calls
-$75.6M
Net Calls Change
-$22M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$792M
3
PWM
3
PRW Wealth Management
Massachusetts
$86.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$97.8M
5
BCIM
5
Bishop & Co Investment Management
Pennsylvania
$30.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$40.5M
2
TF
2
TIAA FSB
Florida
$333M
3
EWA
3
EP Wealth Advisors
California
$5.83M
4
Bank of America
4
Bank of America
North Carolina
$712M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
126
BOK Financial
Oklahoma
$6.81M +$38.1K +157 +0.6%
NA
127
NewEdge Advisors
Louisiana
$6.69M +$372K +1,532 +6%
FT
128
Fiduciary Trust
Massachusetts
$6.56M -$127K -522 -2%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$6.49M +$2.77M +11,432 +75%
LFWA
130
LBJ Family Wealth Advisors
Texas
$6.49M -$306K -1,261 -5%
MBTD
131
Mechanics Bank - Trust Department
California
$6.48M -$101K -418 -2%
Jacobs Levy Equity Management
132
Jacobs Levy Equity Management
New Jersey
$6.45M -$2.38M -9,800 -27%
William Blair Investment Management
133
William Blair Investment Management
Illinois
$6.38M -$361K -1,489 -5%
SAM
134
Sequent Asset Management
Texas
$6.22M – – –
GCM
135
Geneva Capital Management
Wisconsin
$5.84M -$4.56M -18,775 -44%
EWA
136
EP Wealth Advisors
California
$5.83M -$32.1M -55,053 -85%
SGCA
137
Steel Grove Capital Advisors
Tennessee
$5.82M -$886K -3,650 -13%
TH
138
Team Hewins
California
$5.77M -$2.91K -12 -0.1%
OFS
139
Oldfather Financial Services
Nebraska
$5.67M +$59K +243 +1%
GFWA
140
Grey Fox Wealth Advisors
Delaware
$5.54M +$1.09M +4,476 +24%
Jane Street
141
Jane Street
New York
$5.36M -$18.5M -76,442 -78%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$5.26M +$41.7K +172 +0.8%
TFA
143
Tobias Financial Advisors
Florida
$5.2M +$158K +650 +3%
HIA
144
Harbor Investment Advisory
Maryland
$5.16M -$36.2K -149 -0.7%
MAM
145
MMA Asset Management
Pennsylvania
$5.13M +$1.15M +4,751 +29%
CCM
146
Coldstream Capital Management
Washington
$5.04M -$211K -869 -4%
Principal Financial Group
147
Principal Financial Group
Iowa
$4.99M +$140K +575 +3%
NFW
148
Noble Family Wealth
Florida
$4.96M -$2.67K -11 -0.1%
3F
149
360 Financial
Minnesota
$4.78M +$48.5K +200 +1%
Kayne Anderson Rudnick Investment Management
150
Kayne Anderson Rudnick Investment Management
California
$4.72M +$2M +8,226 +73%
4 5
6
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