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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 %
DTC
351
Davidson Trust Company
Washington
$775K -$44.2K -182 -5%
APW
352
Acima Private Wealth
Virginia
$769K – – –
FNBSF
353
First National Bank Sioux Falls
South Dakota
$767K – – –
FBFS
354
First Business Financial Services
Wisconsin
$765K – – –
BB
355
Bell Bank
North Dakota
$754K -$61.6K -254 -8%
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$754K – – –
GT
357
Glenview Trust
Kentucky
$752K -$109K -450 -13%
SW
358
SkyOak Wealth
Michigan
$750K -$31.1K -128 -4%
DB
359
Dravo Bay
Delaware
$738K -$126K -521 -15%
PWP
360
Perfromance Wealth Partners
Illinois
$734K – – –
AL
361
Aspiriant LLC
California
$734K +$24.8K +102 +3%
IWC
362
Integrated Wealth Concepts
Massachusetts
$730K +$124K +510 +20%
AA
363
Alesco Advisors
New York
$728K – – –
LT
364
Legacy Trust
Michigan
$724K – – –
JWA
365
JFS Wealth Advisors
Pennsylvania
$718K +$6.07K +25 +0.9%
SWA
366
SOA Wealth Advisors
New York
$710K -$29.1K -120 -4%
GPA
367
Guidance Point Advisors
Massachusetts
$704K +$1.21K +5 +0.2%
WCF
368
West Coast Financial
California
$700K – – –
First Trust Advisors
369
First Trust Advisors
Illinois
$695K -$1.46K -6 -0.2%
WB
370
WesBanco Bank
West Virginia
$693K -$243 -1 -0%
IWA
371
Inspirion Wealth Advisors
Illinois
$693K – – –
GIS
372
Grayhawk Investment Strategies
Alberta, Canada
$690K -$7.11M -29,300 -91%
ORI
373
Oak Ridge Investments
Illinois
$689K +$689K +2,838 New
AI
374
Accredited Investors
Minnesota
$683K – – –
ICG
375
InterOcean Capital Group
Tennessee
$671K +$728 +3 +0.1%
13 14
15
16 17