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iShares Russell 2000 Growth ETF
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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
+$84.8M
3
Charles Schwab
Charles Schwab
California
+$82M
4
UBS Group
UBS Group
Switzerland
+$63.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$51.5M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$194M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$121M
3
PWM
PRW Wealth Management
Massachusetts
-$108M
4
Morgan Stanley
Morgan Stanley
New York
-$51.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
301
Summit Financial
New Jersey
$1.13M +$156K +693 +16%
MG
302
Mather Group
Illinois
$1.13M -$42.4K -189 -4%
GWM
303
GSB Wealth Management
Connecticut
$1.11M +$128K +571 +13%
AP
304
Appleton Partners
Massachusetts
$1.09M +$360K +1,606 +49%
OWM
305
Orgel Wealth Management
Wisconsin
$1.08M +$1.08M +4,839 New
EAM
306
Eukles Asset Management
Ohio
$1.08M -$55.6K -248 -5%
SG
307
StoneX Group
New York
$1.07M +$674 +3 +0.1%
CA
308
Clearstead Advisors
Ohio
$1.07M +$543K +2,421 +104%
LB
309
Legacy Bridge
Iowa
$1.05M – – –
Wealthfront Advisers
310
Wealthfront Advisers
California
$1.03M +$53.8K +240 +5%
LC
311
Lindbrook Capital
California
$1.02M -$220K -980 -18%
SWM
312
Spire Wealth Management
Virginia
$1.01M +$10.1K +45 +1%
KCM
313
Kennicott Capital Management
California
$1.01M -$2.02M -9,011 -67%
CCM
314
Carlson Capital Management
Minnesota
$1.01M – – –
LL
315
LWMG LLC
Minnesota
$1M -$223K -993 -18%
I2I
316
Insight 2811 Inc
Illinois
$1,000K -$107K -476 -10%
RWG
317
Ratio Wealth Group
Colorado
$997K – – –
Lido Advisors
318
Lido Advisors
California
$993K +$42.1K +188 +4%
PPC
319
Park Place Capital
Alabama
$988K -$1.35K -6 -0.1%
AFC
320
AFT Forsyth & Company
Florida
$988K – – –
BFO
321
Boston Family Office
Massachusetts
$987K – – –
TNA
322
True North Advisors
Texas
$981K – – –
IAN
323
Integrated Advisors Network
Texas
$958K – – –
KWM
324
Kingsview Wealth Management
Oregon
$949K +$126K +562 +15%
PP
325
Prosperity Planning
Missouri
$947K -$5.16K -23 -0.5%
11 12
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