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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

921 hedge funds and large institutions have $9.17B invested in iShares Russell 2000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+92
Holders Change %
+11.1%
% of All Funds
13.5%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
149
Increased
292
Reduced
256
Closed
46
Calls
$47.8M
Puts
$95.8M
Net Calls
-$48M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.68B
2
Bank of America
Bank of America
North Carolina
$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$102M
4
PLFA
Pacific Life Fund Advisors
California
$33.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$0
2
Jane Street
Jane Street
New York
$2.96M
3
Corient Private Wealth
Corient Private Wealth
Florida
$38.1M
4
UBS Group
UBS Group
Switzerland
$137M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
126
One Capital Management
California
$8.23M -$351K -1,393 -4%
WANY
127
Wealthspire Advisors (New York)
New York
$8.21M -$190K -752 -2%
TFA
128
Tobias Financial Advisors
Florida
$8.11M +$195K +774 +2%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$7.79M -$352K -1,395 -4%
CWC
130
Carolinas Wealth Consulting
North Carolina
$7.68M +$59.8K +237 +0.8%
NC
131
NBW Capital
Massachusetts
$7.67M +$44.1K +175 +0.6%
BCIM
132
Bishop & Co Investment Management
Pennsylvania
$7.62M +$7.62M +30,200 New
CG
133
Corundum Group
Colorado
$7.5M – – –
MWM
134
Modera Wealth Management
New Jersey
$7.31M -$115K -457 -2%
SC
135
Savant Capital
Illinois
$7.08M -$588K -2,330 -8%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$6.84M +$49.4K +196 +0.7%
MBTD
137
Mechanics Bank - Trust Department
California
$6.71M +$2.02K +8 +0%
LFWA
138
LBJ Family Wealth Advisors
Texas
$6.64M +$1.51K +6 +0%
Capital Fund Management (CFM)
139
Capital Fund Management (CFM)
France
$6.55M +$6.55M +25,983 New
SAM
140
Sequent Asset Management
Texas
$6.46M – – –
BF
141
BOK Financial
Oklahoma
$6.45M -$33.3K -132 -0.5%
OFS
142
Oldfather Financial Services
Nebraska
$6.41M +$471K +1,869 +8%
WT
143
Whittier Trust
California
$6.32M -$921K -3,652 -13%
EWA
144
EP Wealth Advisors
California
$6.24M +$453K +1,797 +8%
TW
145
TritonPoint Wealth
Maryland
$5.96M +$5.96M +23,613 New
TH
146
Team Hewins
California
$5.94M +$140K +557 +2%
FT
147
Fiduciary Trust
Massachusetts
$5.94M -$894K -3,545 -13%
GT
148
Glenmede Trust
Pennsylvania
$5.87M -$29.5K -117 -0.5%
CFB
149
Cullen/Frost Bankers
Texas
$5.77M +$1.61M +6,373 +39%
SPW
150
Surience Private Wealth
Washington
$5.75M +$5.75M +22,805 New
4 5
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