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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

893 hedge funds and large institutions have $8.14B invested in iShares Russell 2000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 259 increasing their positions, 307 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-35
Holders Change %
-3.77%
% of All Funds
12.99%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
52
Increased
259
Reduced
307
Closed
73
Calls
$22M
Puts
$9.45M
Net Calls
+$12.6M
Net Calls Change
-$22M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$886M
2
JHU
Johns Hopkins University
Maryland
$27.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$41.3M
4
WF
WoodTrust Financial
Wisconsin
$21.8M
5
B
Barings
North Carolina
$408M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$658M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$155M
3
PCP
Proficio Capital Partners
Massachusetts
$0
4
CA
CSM Advisors
Pennsylvania
$0
5
NRA
NSI Retail Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
151
Stephens Group Asset Management
Arkansas
$5.49M +$13.7K +52 +0.2%
NFW
152
Noble Family Wealth
Florida
$5.32M – – –
BCIM
153
Bishop & Co Investment Management
Pennsylvania
$5.21M -$23.9K -91 -0.5%
HIA
154
Harbor Investment Advisory
Maryland
$5.12M -$113K -431 -2%
SA
155
Sanctuary Advisors
Indiana
$5.05M +$5.05M +19,950 New
SF
156
Summit Financial
New Jersey
$5.01M +$3.27M +12,463 +188%
XF
157
XML Financial
Maryland
$5.01M +$85.1K +324 +2%
HWM
158
HB Wealth Management
Georgia
$4.88M -$116K -442 -2%
B
159
Bailard
California
$4.85M -$29.4K -112 -0.6%
RA
160
Rodgers & Associates
Pennsylvania
$4.84M -$64.1K -244 -1%
AAS
161
Avantax Advisory Services
Texas
$4.83M +$1.55M +5,901 +47%
CCM
162
Coldstream Capital Management
Washington
$4.67M -$445K -1,696 -9%
FWMM
163
Foundation Wealth Management (Missouri)
Missouri
$4.65M -$138K -527 -3%
CGA
164
Crescent Grove Advisors
Illinois
$4.58M – – –
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$4.54M – – –
Natixis Advisors
166
Natixis Advisors
Massachusetts
$4.52M +$4.52M +17,226 New
DIP
167
DT Investment Partners
Pennsylvania
$4.35M – – –
Principal Financial Group
168
Principal Financial Group
Iowa
$4.34M +$151K +575 +4%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$4.34M -$31.8K -121 -0.7%
CFB
170
Cullen/Frost Bankers
Texas
$4.29M -$2.89K -11 -0.1%
ITB
171
Idaho Trust Bank
Idaho
$4.29M +$4.29M +16,332 New
QCG
172
Quadrant Capital Group
Ohio
$4.28M – – –
Squarepoint
173
Squarepoint
New York
$4.26M -$1.01M -3,859 -19%
CAP
174
Columbia Advisory Partners
Washington
$4.23M -$356K -1,355 -8%
MOACM
175
Mutual of America Capital Management
New York
$4.19M -$492K -1,874 -11%
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