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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 %
TRCT
151
Tower Research Capital (TRC)
New York
$5.73M -$10.7M -42,227 -65%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$5.44M +$9.84K +39 +0.2%
3F
153
360 Financial
Minnesota
$5.34M +$5.34M +21,161 New
SGAM
154
Stephens Group Asset Management
Arkansas
$5.26M +$4.69M +18,613 +834%
HIA
155
Harbor Investment Advisory
Maryland
$5.18M -$757 -3 -0%
NFW
156
Noble Family Wealth
Florida
$5.11M – – –
CWS
157
Confluence Wealth Services
Pennsylvania
$5.1M +$3.81M +15,099 +296%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$5.05M -$769K -3,050 -13%
AAS
159
Avantax Advisory Services
Texas
$4.96M +$2.93M +11,635 +145%
CCM
160
Coldstream Capital Management
Washington
$4.92M -$318K -1,259 -6%
RA
161
Rodgers & Associates
Pennsylvania
$4.87M +$264K +1,046 +6%
OAM
162
Occidental Asset Management
California
$4.75M +$94.3K +374 +2%
FWMM
163
Foundation Wealth Management (Missouri)
Missouri
$4.68M -$587K -2,327 -11%
Principal Financial Group
164
Principal Financial Group
Iowa
$4.6M +$586K +2,325 +15%
XF
165
XML Financial
Maryland
$4.59M +$235K +932 +5%
KPWS
166
Kestra Private Wealth Services
Texas
$4.57M +$1.35M +5,367 +42%
FAM
167
Fred Alger Management
New York
$4.56M +$4.21M +16,702 +1,209%
SW
168
SVB Wealth
Massachusetts
$4.53M +$628K +2,490 +16%
Franklin Resources
169
Franklin Resources
California
$4.42M +$57.3K +227 +1%
LFG
170
Larson Financial Group
Missouri
$4.42M +$50.9K +202 +1%
CGA
171
Crescent Grove Advisors
Illinois
$4.39M -$62.3K -247 -1%
LTL
172
Lowery Thomas LLC
California
$4.38M -$200K -791 -4%
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$4.36M – – –
PWM
174
Provident Wealth Management
Tennessee
$4.24M +$61K +242 +1%
CAP
175
Columbia Advisory Partners
Washington
$4.22M +$176K +698 +4%
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