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iShares Russell 2000 Growth ETF

921 hedge funds and large institutions have $9.17B invested in iShares Russell 2000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+92
Holders Change %
+11.1%
% of All Funds
13.5%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
149
Increased
292
Reduced
256
Closed
46
Calls
$47.8M
Puts
$95.8M
Net Calls
-$48M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
376
Betterment LLC
New York
$864K +$117K +465 +16%
SCM
377
Stordahl Capital Management
Colorado
$864K -$3.28K -13 -0.4%
KMWM
378
Keudell/Morrison Wealth Management
Oregon
$857K
IIC
379
Ironwood Investment Counsel
Arizona
$833K -$136K -540 -14%
HSA
380
HBK Sorce Advisory
Pennsylvania
$832K +$50.9K +202 +7%
GC
381
Garde Capital
Washington
$831K -$139K -550 -14%
EWA
382
Exencial Wealth Advisors
Oklahoma
$825K +$420K +1,667 +104%
SFPG
383
Stonebridge Financial Planning Group
Florida
$822K +$399K +1,583 +94%
SWA
384
SOA Wealth Advisors
New York
$812K +$72.9K +289 +10%
PCM
385
Prelude Capital Management
New York
$807K +$807K +3,200 New
DTC
386
Davidson Trust Company
Washington
$800K -$13.6K -54 -2%
APW
387
Acima Private Wealth
Virginia
$800K
DB
388
Dravo Bay
Delaware
$798K +$15.6K +62 +2%
FNBSF
389
First National Bank Sioux Falls
South Dakota
$797K
FBFS
390
First Business Financial Services
Wisconsin
$790K -$5.04K -20 -0.6%
DI
391
Disciplined Investments
Oklahoma
$789K +$148K +588 +23%
LT
392
Legacy Trust
Michigan
$789K +$37.1K +147 +5%
BB
393
Bell Bank
North Dakota
$784K
IWM
394
IHT Wealth Management
Illinois
$782K -$33.8K -134 -4%
CT
395
Cambridge Trust
Massachusetts
$781K -$63.8K -253 -8%
AAM
396
AMI Asset Management
California
$770K -$1.39M -5,514 -64%
CMI
397
Clare Market Investments
Texas
$764K -$25K -99 -3%
AL
398
Aspiriant LLC
California
$758K +$7.57K +30 +1%
GA
399
GFS Advisors
Texas
$757K
AA
400
Alesco Advisors
New York
$757K