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iShares Russell 2000 Growth ETF
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Overview Fund Activity

829 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
13.22%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.38%
New
66
Increased
253
Reduced
230
Closed
53
Calls
$18.1M
Puts
$110M
Net Calls
-$92.2M
Net Calls Change
-$16.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$127M
2
Jane Street
Jane Street
New York
$89.7M
3
Charles Schwab
Charles Schwab
California
$82M
4
UBS Group
UBS Group
Switzerland
$173M
5
Corient Private Wealth
Corient Private Wealth
Florida
$67.3M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$115M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
3
PWM
PRW Wealth Management
Massachusetts
$265K
4
Morgan Stanley
Morgan Stanley
New York
$680M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
401
Gables Capital Management
Florida
$577K – – –
HCM
402
Hollencrest Capital Management
California
$575K – – –
GIA
403
GHP Investment Advisors
Colorado
$573K -$19.6K -91 -3%
DI
404
Disciplined Investments
Oklahoma
$569K -$43K -192 -7%
NIP
405
Nicholas Investment Partners
California
$569K +$184K +820 +48%
NWA
406
Navis Wealth Advisors
New York
$568K – – –
PHAM
407
Palisades Hudson Asset Management
Florida
$567K – – –
CAL
408
Capital Analysts LLC
Pennsylvania
$566K -$1.12K -5 -0.2%
PCMC
409
Paragon Capital Management (Colorado)
Colorado
$564K +$8.29K +37 +1%
ASN
410
Advisory Services Network
Georgia
$561K +$47.7K +213 +9%
CGPCS
411
Capital Group Private Client Services
California
$560K +$56K +250 +11%
GPA
412
Garrison Point Advisors
California
$559K +$7.17K +32 +1%
FTWA
413
Fifth Third Wealth Advisors
Ohio
$555K +$44.6K +199 +9%
LIA
414
LS Investment Advisors
Michigan
$555K – – –
IPW
415
Intergy Private Wealth
Colorado
$555K – – –
EAM
416
Eagle Asset Management
Florida
$553K +$553K +2,466 New
D
417
Dentgroup
Louisiana
$545K -$41K -183 -7%
FFA
418
First Foundation Advisors
California
$542K +$42.6K +190 +9%
CWA
419
Consilium Wealth Advisory
Texas
$542K – – –
BFC
420
Bedel Financial Consulting
Indiana
$542K +$2.69K +12 +0.5%
PPP
421
Private Portfolio Partners
New Jersey
$538K -$33.2K -148 -6%
BCM
422
Brookstone Capital Management
Illinois
$537K -$179K -838 -25%
CWM
423
Cahaba Wealth Management
Georgia
$531K +$249K +1,113 +89%
ECM
424
Elgethun Capital Management
South Dakota
$531K – – –
ZB
425
Zions Bancorporation
Utah
$526K -$598K -2,668 -53%
15 16
17
18 19