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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 %
FB
376
Fulton Bank
Pennsylvania
$663K -$79.4K -327 -11%
DI
377
Disciplined Investments
Oklahoma
$663K -$632K -2,605 -49%
GIA
378
GHP Investment Advisors
Colorado
$662K -$24.3K -101 -4%
WWM
379
Windsor Wealth Management
Indiana
$657K -$168K -694 -20%
FFN
380
Focus Financial Network
Minnesota
$635K +$3.88K +16 +0.6%
D
381
Dentgroup
Louisiana
$634K +$728 +3 +0.1%
Renaissance Technologies
382
Renaissance Technologies
New York
$631K +$631K +2,600 New
TFS
383
Thoroughbred Financial Services
Tennessee
$630K +$243 +1 +0%
B
384
Bensler
Washington
$630K – – –
CI
385
Chartist Inc
California
$628K -$33K -136 -5%
GCM
386
Gables Capital Management
Florida
$625K – – –
HCM
387
Hollencrest Capital Management
California
$623K – – –
Betterment LLC
388
Betterment LLC
New York
$619K +$168K +694 +37%
PPP
389
Private Portfolio Partners
New Jersey
$618K +$32.5K +134 +6%
NWA
390
Navis Wealth Advisors
New York
$615K – – –
CAL
391
Capital Analysts LLC
Pennsylvania
$614K +$57.2K +236 +10%
PHAM
392
Palisades Hudson Asset Management
Florida
$613K -$135K -558 -18%
PCMC
393
Paragon Capital Management (Colorado)
Colorado
$602K – – –
LIA
394
LS Investment Advisors
Michigan
$601K -$2.91K -12 -0.5%
IPW
395
Intergy Private Wealth
Colorado
$600K – – –
GPA
396
Garrison Point Advisors
California
$597K – – –
CAG
397
Curtis Advisory Group
California
$594K +$120K +495 +25%
CWA
398
Consilium Wealth Advisory
Texas
$586K – – –
BFS
399
Bradley Foster & Sargent
Connecticut
$586K +$586K +2,413 New
Millennium Management
400
Millennium Management
New York
$584K -$751K -3,095 -56%
14 15
16
17 18