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iShares Russell 2000 Growth ETF
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Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$73.7M
2
PCP
Proficio Capital Partners
Massachusetts
$28.6M
3
Charles Schwab
Charles Schwab
California
$115M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
5
Goldman Sachs
Goldman Sachs
New York
$216M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$906M
2
APF
Alaska Permanent Fund
Alaska
$47.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.27M
4
APP
Avantax Planning Partners
Iowa
$7.23M
5
Twin Tree Management
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
276
Meeder Asset Management
Ohio
$1.71M -$1.51M -5,582 -47%
CWM
277
Connecticut Wealth Management
Connecticut
$1.71M -$114K -420 -6%
JWCA
278
J.W. Cole Advisors
Florida
$1.7M +$126K +466 +8%
CG
279
Cutler Group
California
$1.67M +$1.18M +4,373 +246%
MCWS
280
McKinley Carter Wealth Services
West Virginia
$1.66M -$14.4K -53 -0.9%
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$318K +1,175 +24%
DWM
282
Dakota Wealth Management
Florida
$1.66M -$1.94M -7,175 -54%
MWM
283
Meridian Wealth Management
Kentucky
$1.65M +$1.63K +6 +0.1%
TPI
284
Trust Point Inc
Wisconsin
$1.63M -$66.1K -244 -4%
HTC
285
Haverford Trust Company
Pennsylvania
$1.63M – – –
TYCC
286
Texas Yale Capital Corp
Florida
$1.62M – – –
LB
287
Legacy Bridge
Iowa
$1.6M +$289K +1,066 +22%
VCP
288
Verus Capital Partners
Arizona
$1.58M -$522K -1,929 -25%
ML
289
McAdam LLC
Pennsylvania
$1.58M -$66.6K -246 -4%
P8IP
290
Pier 88 Investment Partners
California
$1.57M +$135K +500 +9%
EAM
291
Eukles Asset Management
Ohio
$1.56M -$20.6K -76 -1%
IC
292
IEQ Capital
California
$1.56M +$542 +2 +0%
CFG
293
Clayton Financial Group
Missouri
$1.55M +$1.55M +5,709 New
MAM
294
MWA Asset Management
Massachusetts
$1.54M +$36.3K +134 +2%
SWM
295
Shakespeare Wealth Management
Wisconsin
$1.52M -$43.9K -162 -3%
TWP
296
Total Wealth Planning
Ohio
$1.51M -$134K -494 -8%
JFG
297
JMG Financial Group
Illinois
$1.51M -$46.8K -173 -3%
BRWA
298
B. Riley Wealth Advisors
Florida
$1.49M +$127K +566 +9%
LWCFA
299
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.49M -$7.44K -30 -0.5%
BCM
300
BTC Capital Management
Iowa
$1.48M +$1.48M +5,467 New
10 11
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