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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 %
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$756K
GP
402
Girard Partners
Pennsylvania
$752K +$321K +1,273 +75%
RWG
403
Regal Wealth Group
California
$749K -$8.5K -35 -1%
CA
404
Clearstead Advisors
Ohio
$747K -$452K -1,793 -38%
FWP
405
FAS Wealth Partners
Kansas
$742K -$94.3K -374 -11%
SW
406
SkyOak Wealth
Michigan
$733K -$12.6K -50 -2%
WCF
407
West Coast Financial
California
$728K
GPA
408
Guidance Point Advisors
Massachusetts
$725K -$8.85K -35 -1%
NS
409
NBC Securities
Alabama
$719K -$11.1K -44 -2%
IWA
410
Inspirion Wealth Advisors
Illinois
$712K -$750 -3 -0.1%
IPW
411
Intergy Private Wealth
Colorado
$711K +$87K +345 +14%
CWM
412
Cornerstone Wealth Management
Missouri
$706K +$202K +802 +40%
JWA
413
JFS Wealth Advisors
Pennsylvania
$704K -$40.6K -161 -5%
FWTB
414
First Western Trust Bank
Colorado
$704K -$148K -587 -17%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$697K +$504 +2 +0.1%
EWM
416
Evercore Wealth Management
New York
$694K +$154K +609 +28%
PPWP
417
Premier Path Wealth Partners
New Jersey
$694K +$694K +2,751 New
CCG
418
Cypress Capital Group
Florida
$692K +$113K +449 +20%
BCM
419
Brookstone Capital Management
Illinois
$690K +$54K +214 +8%
CAL
420
Capital Analysts LLC
Pennsylvania
$689K +$51.5K +204 +8%
PWP
421
Perfromance Wealth Partners
Illinois
$680K -$91.6K -363 -12%
CCFM
422
Clear Creek Financial Management
Washington
$677K +$677K +2,683 New
LA
423
Lane & Associates
New Jersey
$674K +$95.4K +378 +16%
IFPG
424
Intrepid Financial Planning Group
Indiana
$673K -$6.31K -25 -0.9%
AFG
425
Allegheny Financial Group
Pennsylvania
$670K +$505 +2 +0.1%