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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 %
OCM
126
One Capital Management
California
$8.17M -$653K -2,270 -7%
XF
127
XML Financial
Maryland
$8.13M +$2.29M +7,945 +39%
QC
128
Quent Capital
New York
$7.96M -$2.15M -7,473 -21%
AWE
129
Avidian Wealth Enterprises
Texas
$7.96M -$235K -815 -3%
MWM
130
Modera Wealth Management
New Jersey
$7.92M +$288 +1 +0%
WA
131
Waverly Advisors
Alabama
$7.68M +$4.08M +14,178 +113%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$7.65M -$335K -1,151 -4%
EWA
133
EP Wealth Advisors
California
$7.56M +$1.44K +5 +0%
LFWA
134
LBJ Family Wealth Advisors
Texas
$7.44M -$94.7K -329 -1%
OFS
135
Oldfather Financial Services
Nebraska
$7.39M +$26.5K +92 +0.4%
SAM
136
Sequent Asset Management
Texas
$7.38M – – –
CWC
137
Carolinas Wealth Consulting
North Carolina
$7.35M -$336K -1,166 -4%
SC
138
Savant Capital
Illinois
$7.2M -$238K -828 -3%
GT
139
Glenmede Trust
Pennsylvania
$7.17M +$423K +1,468 +6%
KCP
140
Kera Capital Partners
California
$6.98M +$6.98M +24,250 New
WT
141
Whittier Trust
California
$6.97M +$39.1K +136 +0.6%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$6.85M +$627K +2,178 +10%
BF
143
BOK Financial
Oklahoma
$6.84M -$83.7K -294 -1%
3F
144
360 Financial
Minnesota
$6.84M +$87.8K +305 +1%
MBTD
145
Mechanics Bank - Trust Department
California
$6.82M -$177K -615 -3%
AAS
146
Avantax Advisory Services
Texas
$6.79M +$2.61M +9,082 +63%
SA
147
Sanctuary Advisors
Indiana
$6.73M -$203K -677 -3%
TW
148
TritonPoint Wealth
Maryland
$6.69M -$18.4K -64 -0.3%
TH
149
Team Hewins
California
$6.62M -$31.1K -108 -0.5%
HWM
150
HB Wealth Management
Georgia
$6.61M +$724K +2,514 +12%
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