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iShares Russell 2000 Growth ETF
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Overview Fund Activity

827 hedge funds and large institutions have $7.91B invested in iShares Russell 2000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 246 increasing their positions, 267 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+14
Holders Change %
+1.72%
% of All Funds
13.04%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
67
Increased
246
Reduced
267
Closed
45
Calls
$14.1M
Puts
$89.8M
Net Calls
-$75.6M
Net Calls Change
-$22M

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$792M
3
PWM
3
PRW Wealth Management
Massachusetts
$86.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$97.8M
5
BCIM
5
Bishop & Co Investment Management
Pennsylvania
$30.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$40.5M
2
TF
2
TIAA FSB
Florida
$333M
3
EWA
3
EP Wealth Advisors
California
$5.83M
4
Bank of America
4
Bank of America
North Carolina
$712M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAP
326
Columbia Advisory Partners
Washington
$957K -$717K -2,953 -43%
GC
327
Garde Capital
Washington
$940K +$5.1K +21 +0.5%
FNBT
328
FineMark National Bank & Trust
Florida
$935K -$42.2K -174 -4%
IIC
329
Ironwood Investment Counsel
Arizona
$932K – – –
WIM
330
Waycross Investment Management
Washington
$928K -$4.85K -20 -0.5%
KWM
331
Kingsview Wealth Management
Oregon
$891K – – –
GL
332
Graypoint LLC
New York
$884K – – –
CAG
333
Crestwood Advisors Group
Massachusetts
$872K +$17.2K +71 +2%
CMI
334
Clare Market Investments
Texas
$864K +$35.7K +147 +4%
VC
335
Veery Capital
Delaware
$861K -$485 -2 -0.1%
WSFS
336
Wilmington Savings Fund Society
Delaware
$854K – – –
CB
337
Cadence Bank
Mississippi
$845K -$27.9K -115 -3%
SCM
338
Stordahl Capital Management
Colorado
$844K -$10.2K -42 -1%
FCA
339
FinTrust Capital Advisors
South Carolina
$838K – – –
FWTB
340
First Western Trust Bank
Colorado
$835K -$124K -509 -13%
HSA
341
HBK Sorce Advisory
Pennsylvania
$831K -$116K -477 -12%
RA
342
Riversedge Advisors
Delaware
$829K +$1.21K +5 +0.1%
KMWM
343
Keudell/Morrison Wealth Management
Oregon
$825K – – –
FWP
344
FAS Wealth Partners
Kansas
$821K +$23.1K +95 +3%
GJIA
345
Glass Jacobson Investment Advisors
Maryland
$807K +$807K +3,325 New
CT
346
Cambridge Trust
Massachusetts
$801K -$48K -198 -6%
BCM
347
Brookstone Capital Management
Illinois
$800K -$177K -743 -18%
RWG
348
Regal Wealth Group
California
$799K -$2.4M -10,070 -75%
AP
349
Appleton Partners
Massachusetts
$793K -$1.94K -8 -0.2%
IWM
350
IHT Wealth Management
Illinois
$788K +$136K +560 +21%
12 13
14
15 16