IWO icon

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 %
WAM
151
Weiss Asset Management
Massachusetts
$4.71M +$4.3M +17,721 +1,061%
CGA
152
Crescent Grove Advisors
Illinois
$4.49M -$326K -1,345 -7%
RA
153
Rodgers & Associates
Pennsylvania
$4.49M -$453K -1,867 -9%
FWMM
154
Foundation Wealth Management (Missouri)
Missouri
$4.42M -$68.4K -282 -2%
BPA
155
Beacon Pointe Advisors
California
$4.41M -$422K -1,741 -9%
LFG
156
Larson Financial Group
Missouri
$4.35M -$78.9K -325 -2%
Franklin Resources
157
Franklin Resources
California
$4.25M +$237K +975 +6%
RCMC
158
RK Capital Management (Colorado)
Colorado
$4.25M +$2.43K +10 +0.1%
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$4.24M +$340K +1,403 +9%
CFB
160
Cullen/Frost Bankers
Texas
$4.15M +$73K +301 +2%
XF
161
XML Financial
Maryland
$4.15M +$69.6K +287 +2%
HWM
162
HB Wealth Management
Georgia
$4.05M +$673K +2,775 +20%
MBT
163
Montecito Bank & Trust
California
$3.94M -$27.4K -113 -0.7%
SW
164
SVB Wealth
Massachusetts
$3.93M -$286K -1,180 -7%
WF
165
Welch & Forbes
Massachusetts
$3.83M -$3.16K -13 -0.1%
PWM
166
Provident Wealth Management
Tennessee
$3.83M -$142K -585 -4%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$3.83M +$830K +3,421 +28%
OAM
168
Occidental Asset Management
California
$3.73M +$1.84M +7,596 +98%
QCG
169
Quadrant Capital Group
Ohio
$3.69M – – –
LTL
170
Lowery Thomas LLC
California
$3.62M -$16.5K -68 -0.5%
MOACM
171
Mutual of America Capital Management
New York
$3.6M -$4.05M -16,679 -53%
OC
172
Oppenheimer & Co
New York
$3.53M +$1.17M +4,832 +50%
SBH
173
Segall Bryant & Hamill
Illinois
$3.41M +$20.4K +84 +0.6%
FCI
174
Financial Counselors Inc
Kansas
$3.3M -$119K -491 -3%
CCM
175
Connective Capital Management
California
$3.26M – – –
5 6
7
8 9