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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 %
HNB
201
Huntington National Bank
Ohio
$2.47M -$2.44M – –
AWM
202
Apollon Wealth Management
South Carolina
$2.43M +$2.13M +8,797 +716%
AB
203
Atlas Brown
Kentucky
$2.43M +$19.2K +79 +0.8%
SYBT
204
Stock Yards Bank & Trust
Kentucky
$2.37M -$33.2K -137 -1%
DFA
205
DHJJ Financial Advisors
Illinois
$2.33M -$8.01K -33 -0.3%
FTS
206
Fifth Third Securities
Ohio
$2.3M +$307K +1,264 +15%
EA
207
Echo45 Advisors
California
$2.3M -$49.3K -203 -2%
SCG
208
Sonata Capital Group
Washington
$2.26M +$122K +501 +6%
SFG
209
StrategIQ Financial Group
Indiana
$2.25M -$18.9K -78 -0.8%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$2.24M -$4.13K -17 -0.2%
IFWM
211
Institute for Wealth Management
Colorado
$2.19M – – –
BC
212
Bartlett & Co
Ohio
$2.19M +$241K +994 +12%
BCWM
213
Bartlett & Co Wealth Management
Ohio
$2.19M +$241K +994 +12%
MWM
214
Meridian Wealth Management
Kentucky
$2.17M -$1.53M -6,288 -41%
TPCW
215
TD Private Client Wealth
New York
$2.17M +$325K +1,338 +18%
WIC
216
Whitegate Investment Counselors
New Hampshire
$2.16M -$546K -2,251 -20%
Vanguard Group
217
Vanguard Group
Pennsylvania
$2.13M +$2.13M +8,793 New
CWA
218
Cornerstone Wealth Advisors
Minnesota
$2.1M +$34.9K +144 +2%
VWA
219
Visionary Wealth Advisors
Illinois
$2.08M +$11.9K +49 +0.6%
UBS AM
220
UBS AM
Illinois
$2.01M – – –
SGAM
221
Stephens Group Asset Management
Arkansas
$1.97M +$1.57M +6,475 +392%
SCA
222
Snowden Capital Advisors
New York
$1.95M -$70.1K -289 -3%
WP
223
WealthShield Partners
North Carolina
$1.94M +$184K +758 +10%
PFO
224
Pathstone Family Office
New Jersey
$1.92M +$633K +2,608 +49%
Allspring Global Investments
225
Allspring Global Investments
North Carolina
$1.89M – – –
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9
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