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iShares Russell 2000 Growth ETF
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Overview Fund Activity

786 hedge funds and large institutions have $6.84B invested in iShares Russell 2000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 255 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.59%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.45%
New
64
Increased
230
Reduced
255
Closed
54
Calls
$27.5M
Puts
$399M
Net Calls
-$372M
Net Calls Change
-$295M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$68.7M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$33.7M
3
SFP
Shepherd Financial Partners
Massachusetts
+$18.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.3M
5
LFWA
LBJ Family Wealth Advisors
Texas
+$10.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$154M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
3
Bank of America
Bank of America
North Carolina
-$96.8M
4
Goldman Sachs
Goldman Sachs
New York
-$96.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
301
Boston Family Office
Massachusetts
$898K – – –
PFC
302
Phocas Financial Corp
California
$884K +$165K +800 +23%
RB
303
Renasant Bank
Mississippi
$881K – – –
KWM
304
Kingsview Wealth Management
Oregon
$880K -$5.79K -28 -0.7%
BFS
305
Bickling Financial Services
Massachusetts
$875K -$13.4K -65 -2%
CMI
306
Clare Market Investments
Texas
$875K -$136K -659 -13%
FWP
307
FAS Wealth Partners
Kansas
$874K -$276K -1,335 -24%
PP
308
Prosperity Planning
Missouri
$866K +$334K +1,614 +63%
CC
309
Chicago Capital
Illinois
$863K +$232K +1,123 +37%
TAM
310
Townsend Asset Management
North Carolina
$862K – – –
LNC
311
Lincoln National Corp
Pennsylvania
$858K +$32.4K +157 +4%
GC
312
Garde Capital
Washington
$857K – – –
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$846K – – –
WSFS
314
Wilmington Savings Fund Society
Delaware
$832K -$51K -247 -6%
PFS
315
Prospera Financial Services
Texas
$828K -$11.2K -54 -1%
FNBT
316
FineMark National Bank & Trust
Florida
$825K +$86.8K +420 +12%
CAG
317
Crestwood Advisors Group
Massachusetts
$821K -$10.7K -52 -1%
STA
318
Summit Trail Advisors
New York
$821K -$10.3K -50 -1%
DT
319
Diversified Trust
Tennessee
$821K +$152K +734 +23%
CIC
320
Carnegie Investment Counsel
Ohio
$808K +$346K +1,675 +75%
CW
321
CreativeOne Wealth
Kansas
$806K +$202K +980 +34%
UBS AM
322
UBS AM
Illinois
$785K +$785K +3,800 New
GP
323
Greenline Partners
New York
$779K – – –
CCM
324
Copeland Capital Management
Pennsylvania
$758K +$758K +3,668 New
DWT
325
Dorsey & Whitney Trust
South Dakota
$756K +$756K +3,660 New
11 12
13
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