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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
+$44.5M
2
JHU
Johns Hopkins University
Maryland
+$27.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$23M
4
WF
WoodTrust Financial
Wisconsin
+$21.8M
5
B
Barings
North Carolina
+$20.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$221M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$29.2M
3
PCP
Proficio Capital Partners
Massachusetts
-$28.6M
4
CA
CSM Advisors
Pennsylvania
-$28.2M
5
NRA
NSI Retail Advisors
Pennsylvania
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
176
Great Valley Advisor Group
Delaware
$4.17M +$56.2K +214 +1%
LFG
177
Larson Financial Group
Missouri
$4.16M -$412K -1,570 -9%
LTL
178
Lowery Thomas LLC
California
$4.15M -$28.9K -110 -0.7%
SAS
179
SMI Advisory Services
Indiana
$3.99M +$3.99M +15,239 New
SYBT
180
Stock Yards Bank & Trust
Kentucky
$3.97M +$171K +650 +4%
WF
181
Welch & Forbes
Massachusetts
$3.96M +$19.1K +73 +0.5%
CCM
182
Corsair Capital Management
New York
$3.89M +$1.92M +7,300 +97%
BFS
183
Bare Financial Services
Pennsylvania
$3.83M +$91.2K +321 +2%
SQA
184
Simon Quick Advisors
New Jersey
$3.78M -$521K -1,984 -12%
SJGA
185
Stephen J. Garry & Associates
New York
$3.76M -$13.7K -52 -0.4%
RJT
186
Raymond James Trust
Florida
$3.73M +$211K +803 +6%
MCCA
187
Mill Creek Capital Advisors
Pennsylvania
$3.6M +$3.6M +13,719 New
MBT
188
Montecito Bank & Trust
California
$3.54M -$131K -498 -4%
CCM
189
Connective Capital Management
California
$3.53M – – –
PA
190
Pinnacle Associates
New York
$3.53M -$7.09K -27 -0.2%
EH
191
Equitable Holdings
New York
$3.46M -$840K -3,200 -20%
LP
192
LGL Partners
Pennsylvania
$3.41M -$4.99K -19 -0.1%
FCI
193
Financial Counselors Inc
Kansas
$3.41M -$112K -425 -3%
WA
194
Waverly Advisors
Alabama
$3.4M -$64.3K -245 -2%
RFWA
195
RPg Family Wealth Advisory
Massachusetts
$3.37M -$16.3K -62 -0.5%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$3.27M +$22.6K +86 +0.7%
TWM
197
Tradition Wealth Management
Minnesota
$3.2M -$17.3K -66 -0.5%
RFC
198
Regions Financial Corp
Alabama
$3.18M +$111K +423 +4%
MCM
199
MV Capital Management
Maryland
$3.17M – – –
Capital Fund Management (CFM)
200
Capital Fund Management (CFM)
France
$3.12M -$315K -1,200 -9%
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