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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 %
BFC
401
Bedel Financial Consulting
Indiana
$583K +$19.4K +80 +3%
TW
402
Transform Wealth
Colorado
$578K -$28.1K -116 -5%
ECM
403
Elgethun Capital Management
South Dakota
$576K – – –
AFP
404
Ausdal Financial Partners
Iowa
$574K -$8.17M -33,688 -93%
CA
405
Clearstead Advisors
Ohio
$566K +$485 +2 +0.1%
IFPG
406
Intrepid Financial Planning Group
Indiana
$565K +$40.3K +166 +8%
FFM
407
Forum Financial Management
Illinois
$563K -$9.95K -41 -2%
NL
408
NWAM LLC
Washington
$562K +$231K +950 +70%
PCIA
409
Prime Capital Investment Advisors
Kansas
$557K +$205K +845 +58%
ASN
410
Advisory Services Network
Georgia
$556K -$128K -526 -19%
SC
411
Sepio Capital
Utah
$555K -$350K -1,442 -39%
FWM
412
Forza Wealth Management
Florida
$553K +$9.71K +40 +2%
FTWA
413
Fifth Third Wealth Advisors
Ohio
$553K +$553K +2,277 New
SVWAG
414
Sound View Wealth Advisors Group
Georgia
$551K +$10.4K +43 +2%
FB
415
First Bancorp
Maine
$548K – – –
NOI
416
Newton One Investments
Delaware
$548K +$970 +4 +0.2%
E
417
ETFidea
New York
$545K +$52.2K +215 +11%
HCA
418
Heck Capital Advisors
Wisconsin
$545K +$545K +2,247 New
CGPCS
419
Capital Group Private Client Services
California
$545K -$37.1K -153 -6%
Simplex Trading
420
Simplex Trading
Illinois
$545K +$351K +1,450 +181%
BAM
421
Belpointe Asset Management
Nevada
$543K +$223K +918 +70%
VWA
422
V Wealth Advisors
Kansas
$543K -$6.07K -25 -1%
FFA
423
First Foundation Advisors
California
$540K +$146K +601 +37%
FAIM
424
Financial Advocates Investment Management
Washington
$538K -$6.55K -27 -1%
TPW
425
Transatlantique Private Wealth
New York
$534K – – –
15 16
17
18 19