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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

829 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
13.22%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.38%
New
66
Increased
253
Reduced
230
Closed
53
Calls
$18.1M
Puts
$110M
Net Calls
-$92.2M
Net Calls Change
-$16.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$127M
2
Jane Street
Jane Street
New York
$89.7M
3
Charles Schwab
Charles Schwab
California
$82M
4
UBS Group
UBS Group
Switzerland
$173M
5
Corient Private Wealth
Corient Private Wealth
Florida
$67.3M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$115M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
3
PWM
PRW Wealth Management
Massachusetts
$265K
4
Morgan Stanley
Morgan Stanley
New York
$680M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFWA
201
Grey Fox Wealth Advisors
Delaware
$2.42M -$2.7M -12,034 -53%
MLL
202
Moody Lynn & Lieberson
Massachusetts
$2.42M – – –
TPCW
203
TD Private Client Wealth
New York
$2.39M +$390K +1,739 +19%
RZH
204
Relyea Zuckerberg Hanson
Connecticut
$2.39M -$222K -991 -9%
BJL
205
Brighton Jones LLC
Washington
$2.38M -$91.2K -407 -4%
SFS
206
Sowell Financial Services
Arkansas
$2.35M +$2.35M +10,479 New
TF
207
Tompkins Financial
New York
$2.35M -$33.6K -150 -1%
MAM
208
Meeder Asset Management
Ohio
$2.33M +$2.33M +10,405 New
SCG
209
Sonata Capital Group
Washington
$2.31M +$221K +987 +11%
AB
210
Atlas Brown
Kentucky
$2.28M +$35.4K +158 +2%
AF
211
Advisornet Financial
Minnesota
$2.28M +$2.2M +9,820 +2,798%
PAG
212
Private Advisor Group
New Jersey
$2.24M -$14.8K -66 -0.7%
FTS
213
Fifth Third Securities
Ohio
$2.15M +$20.2K +90 +0.9%
EA
214
Echo45 Advisors
California
$2.14M +$15.7K +70 +0.7%
DFA
215
DHJJ Financial Advisors
Illinois
$2.13M -$25.1K -112 -1%
HNB
216
Huntington National Bank
Ohio
$2.09M -$2.47M – –
RCAG
217
Rehmann Capital Advisory Group
Michigan
$2.08M +$9.64K +43 +0.5%
SG
218
Somerset Group
Minnesota
$2.06M -$247K -1,100 -11%
IFWM
219
Institute for Wealth Management
Colorado
$2.03M – – –
LP
220
LGL Partners
Pennsylvania
$2.01M +$402K +1,795 +25%
BC
221
Bartlett & Co
Ohio
$2.01M -$19.1K -85 -0.9%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$2M -$19.1K -85 -0.9%
WIC
223
Whitegate Investment Counselors
New Hampshire
$1.99M – – –
SFG
224
StrategIQ Financial Group
Indiana
$1.98M -$98.6K -440 -5%
WP
225
WealthShield Partners
North Carolina
$1.97M +$167K +744 +9%
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