IWO icon

iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

829 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
13.22%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.38%
New
66
Increased
253
Reduced
230
Closed
53
Calls
$18.1M
Puts
$110M
Net Calls
-$92.2M
Net Calls Change
-$16.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$127M
2
Jane Street
Jane Street
New York
$89.7M
3
Charles Schwab
Charles Schwab
California
$82M
4
UBS Group
UBS Group
Switzerland
$173M
5
Corient Private Wealth
Corient Private Wealth
Florida
$67.3M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$115M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
3
PWM
PRW Wealth Management
Massachusetts
$265K
4
Morgan Stanley
Morgan Stanley
New York
$680M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
151
Harbor Investment Advisory
Maryland
$4.61M -$156K -696 -3%
NFW
152
Noble Family Wealth
Florida
$4.54M -$36.3K -162 -0.8%
SYBT
153
Stock Yards Bank & Trust
Kentucky
$4.47M +$2.28M +10,165 +104%
OAM
154
Occidental Asset Management
California
$4.14M +$690K +3,079 +20%
RA
155
Rodgers & Associates
Pennsylvania
$4.09M -$48.2K -215 -1%
LTL
156
Lowery Thomas LLC
California
$4.07M +$726K +3,241 +22%
CGA
157
Crescent Grove Advisors
Illinois
$3.97M -$186K -826 -4%
LFG
158
Larson Financial Group
Missouri
$3.88M -$141K -630 -4%
Franklin Resources
159
Franklin Resources
California
$3.88M -$50.7K -226 -1%
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$3.87M -$47.1K -210 -1%
XF
161
XML Financial
Maryland
$3.87M +$39.2K +175 +1%
SGCA
162
Steel Grove Capital Advisors
Tennessee
$3.79M -$1.59M -7,085 -30%
PWM
163
Provident Wealth Management
Tennessee
$3.71M +$171K +763 +5%
CFB
164
Cullen/Frost Bankers
Texas
$3.7M -$132K -589 -3%
HWM
165
HB Wealth Management
Georgia
$3.68M -$67.9K -303 -2%
QCG
166
Quadrant Capital Group
Ohio
$3.66M +$246K +1,096 +7%
MBT
167
Montecito Bank & Trust
California
$3.6M -$37.4K -167 -1%
OC
168
Oppenheimer & Co
New York
$3.6M +$342K +1,525 +10%
CAP
169
Columbia Advisory Partners
Washington
$3.59M +$2.71M +12,086 +306%
Principal Financial Group
170
Principal Financial Group
Iowa
$3.57M -$1.04M -4,650 -23%
FA
171
FDx Advisors
Illinois
$3.53M +$3.14M +14,020 +814%
SW
172
SVB Wealth
Massachusetts
$3.47M -$161K -717 -4%
WF
173
Welch & Forbes
Massachusetts
$3.4M -$141K -629 -4%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$3.17M -$5.5M -24,553 -63%
LSPW
175
Lake Street Private Wealth
Illinois
$3.17M +$301K +1,335 +11%
5 6
7
8 9