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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 %
GVAG
176
Great Valley Advisor Group
Delaware
$3.23M +$166K +685 +5%
AWS
177
Atria Wealth Solutions
New York
$3.14M +$271K +1,118 +9%
RFWA
178
RPg Family Wealth Advisory
Massachusetts
$3.14M +$146K +603 +5%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$3.11M +$83K +342 +3%
LSPW
180
Lake Street Private Wealth
Illinois
$3.08M +$252K +1,037 +9%
ITB
181
Idaho Trust Bank
Idaho
$3.03M +$3.03M +12,482 New
MCM
182
MV Capital Management
Maryland
$3.01M +$233K +962 +8%
PA
183
Pinnacle Associates
New York
$2.96M +$10.9K +45 +0.4%
KPWS
184
Kestra Private Wealth Services
Texas
$2.93M +$221K +912 +8%
AIA
185
Alera Investment Advisors
Illinois
$2.92M -$52.7K -217 -2%
CIAS
186
CFS Investment Advisory Services
New Jersey
$2.89M -$8.25K -34 -0.3%
RZH
187
Relyea Zuckerberg Hanson
Connecticut
$2.82M +$32.5K +134 +1%
SLT
188
St Louis Trust
Missouri
$2.77M +$2.43K +10 +0.1%
RFC
189
Regions Financial Corp
Alabama
$2.77M +$17.5K +72 +0.6%
DIP
190
DT Investment Partners
Pennsylvania
$2.75M – – –
1IA
191
1834 Investment Advisors
Wisconsin
$2.73M -$396K -1,630 -13%
VW
192
Vance Wealth
California
$2.68M +$212K +872 +9%
BJL
193
Brighton Jones LLC
Washington
$2.67M +$1.46K +6 +0.1%
IP
194
Investment Partners
Ohio
$2.66M -$2.91K -12 -0.1%
RJT
195
Raymond James Trust
Florida
$2.62M -$52.4K -216 -2%
MLL
196
Moody Lynn & Lieberson
Massachusetts
$2.62M – – –
TF
197
Tompkins Financial
New York
$2.58M -$83K -342 -3%
VCP
198
Verus Capital Partners
Arizona
$2.52M +$338K +1,391 +15%
SG
199
Somerset Group
Minnesota
$2.49M -$30.3K -125 -1%
PAG
200
Private Advisor Group
New Jersey
$2.49M +$72.9K +295 +3%
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