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iShares Russell 2000 Growth ETF
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Overview Fund Activity

813 hedge funds and large institutions have $6.76B invested in iShares Russell 2000 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 212 increasing their positions, 307 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-22
Holders Change %
-2.63%
% of All Funds
13.01%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
79
Increased
212
Reduced
307
Closed
77
Calls
$32.2M
Puts
$85.8M
Net Calls
-$53.6M
Net Calls Change
+$205M

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
+$31.3M
2
Barclays
Barclays
United Kingdom
+$25.7M
3
TRCT
Tower Research Capital (TRC)
New York
+$22.8M
4
Jane Street
Jane Street
New York
+$22.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$15.6M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$129M
2
Bank of America
Bank of America
North Carolina
-$63.8M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$51M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$38.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
376
AssetMark Inc
California
$599K +$121K +535 +25%
DWM
377
Darwin Wealth Management
Florida
$596K +$198K +869 +50%
FWA
378
FSM Wealth Advisors
Ohio
$595K – – –
D
379
Dentgroup
Louisiana
$592K +$907 +4 +0.2%
FFN
380
Focus Financial Network
Minnesota
$590K +$590K +2,601 New
B
381
Bensler
Washington
$588K +$454 +2 +0.1%
TFS
382
Thoroughbred Financial Services
Tennessee
$588K +$453 +2 +0.1%
PA
383
Parallel Advisors
California
$586K +$227 +1 +0%
GCM
384
Gables Capital Management
Florida
$584K – – –
HCM
385
Hollencrest Capital Management
California
$582K – – –
NWA
386
Navis Wealth Advisors
New York
$575K – – –
IWC
387
Integrated Wealth Concepts
Massachusetts
$567K -$1.44M -6,356 -72%
TW
388
Transform Wealth
Colorado
$567K +$7.26K +32 +1%
TI
389
Trexquant Investment
Connecticut
$564K +$564K +2,488 New
LIA
390
LS Investment Advisors
Michigan
$564K -$258K -1,138 -31%
PCMC
391
Paragon Capital Management (Colorado)
Colorado
$563K – – –
CI
392
Chartist Inc
California
$562K +$562K +2,726 New
IPW
393
Intergy Private Wealth
Colorado
$561K -$6.12K -27 -1%
GPA
394
Garrison Point Advisors
California
$558K – – –
CWA
395
Consilium Wealth Advisory
Texas
$548K – – –
PPP
396
Private Portfolio Partners
New Jersey
$547K +$55.8K +246 +11%
CGPCS
397
Capital Group Private Client Services
California
$544K +$11.3K +50 +2%
KF
398
Krilogy Financial
Missouri
$542K -$95.3K -420 -15%
ECM
399
Elgethun Capital Management
South Dakota
$540K +$228 +1 +0%
FFM
400
Forum Financial Management
Illinois
$536K +$17K +75 +3%
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16
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