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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 %
AT
301
American Trust
Kentucky
$1.48M +$1.48M +596 New
CCB
302
Country Club Bank
Missouri
$1.48M -$20.3K -75 -1%
LL
303
LWMG LLC
Minnesota
$1.46M +$117K +433 +9%
JGIA
304
Jackson Grant Investment Advisers
Connecticut
$1.42M -$2.44K -9 -0.2%
VFA
305
Valeo Financial Advisors
Indiana
$1.39M -$2.51K -10 -0.2%
JRP
306
Jasper Ridge Partners
California
$1.39M – – –
CCG
307
Chatham Capital Group
Georgia
$1.39M – – –
SWM
308
Spire Wealth Management
Virginia
$1.39M -$56.1K -207 -4%
SWM
309
SilverOak Wealth Management
Minnesota
$1.38M -$29.8K -110 -2%
PS
310
Principal Securities
Iowa
$1.38M -$139K -514 -9%
ACA
311
Affinity Capital Advisors
California
$1.36M -$5.96K -22 -0.4%
RHJA
312
Rice Hall James & Associates
California
$1.32M -$2.42M -8,923 -65%
BFG
313
Bleakley Financial Group
New Jersey
$1.31M +$11.4K +42 +0.9%
SW
314
Simplicity Wealth
New Jersey
$1.31M +$1.31M +4,844 New
KCM
315
Kennicott Capital Management
California
$1.27M +$271 +1 +0%
GWM
316
GSB Wealth Management
Connecticut
$1.27M -$73.1K -270 -5%
FFA
317
First Foundation Advisors
California
$1.25M +$125K +460 +11%
HH
318
Hilltop Holdings
Texas
$1.25M +$1.25M +4,621 New
BFO
319
Boston Family Office
Massachusetts
$1.25M – – –
LC
320
Lindbrook Capital
California
$1.23M -$5.42K -20 -0.4%
WSTAM
321
Wilbanks Smith & Thomas Asset Management
Virginia
$1.23M -$67.4K -249 -5%
CCM
322
Carlson Capital Management
Minnesota
$1.22M – – –
Lido Advisors
323
Lido Advisors
California
$1.21M -$88.5K -327 -7%
AP
324
Appleton Partners
Massachusetts
$1.21M -$108K -400 -8%
TC
325
TAP Consulting
Missouri
$1.21M +$1.21M +4,462 New
11 12
13
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