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iShares Russell 2000 Growth ETF
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Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$28.6M
3
Charles Schwab
Charles Schwab
California
+$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Goldman Sachs
Goldman Sachs
New York
+$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$903M
2
APF
Alaska Permanent Fund
Alaska
-$91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$29.5M
4
APP
Avantax Planning Partners
Iowa
-$27.9M
5
Twin Tree Management
Twin Tree Management
Texas
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMI
401
Clare Market Investments
Texas
$766K -$53.9K -199 -7%
IWA
402
Inspirion Wealth Advisors
Illinois
$764K -$8.12K -30 -1%
IWC
403
Integrated Wealth Concepts
Massachusetts
$764K -$185K -684 -20%
IPW
404
Intergy Private Wealth
Colorado
$763K – – –
SW
405
SkyOak Wealth
Michigan
$758K -$29.2K -108 -4%
JWA
406
JFS Wealth Advisors
Pennsylvania
$756K – – –
MWA
407
Midland Wealth Advisors
Illinois
$749K -$463K -1,711 -38%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$748K – – –
CCFM
409
Clear Creek Financial Management
Washington
$746K +$19K +70 +3%
CAL
410
Capital Analysts LLC
Pennsylvania
$742K +$2.71K +10 +0.4%
LT
411
Legacy Trust
Michigan
$740K -$108K -397 -13%
FWTB
412
First Western Trust Bank
Colorado
$737K -$18.1K -67 -2%
PWP
413
Perfromance Wealth Partners
Illinois
$731K – – –
SFC
414
Strategic Financial Concepts
Texas
$727K +$727K +2,686 New
GIA
415
GHP Investment Advisors
Colorado
$719K +$1.35K +5 +0.2%
NP
416
NorthRock Partners
Minnesota
$716K – – –
GIS
417
Grayhawk Investment Strategies
Alberta, Canada
$716K – – –
FCA
418
FinTrust Capital Advisors
South Carolina
$709K -$4.6K -17 -0.6%
CF
419
Centaurus Financial
California
$709K +$507K +1,874 +252%
AI
420
Accredited Investors
Minnesota
$706K – – –
MFIM
421
Mesirow Financial Investment Management
Illinois
$698K +$12.2K +45 +2%
GCM
422
Gables Capital Management
Florida
$697K – – –
HCM
423
Hollencrest Capital Management
California
$695K – – –
BFC
424
Bedel Financial Consulting
Indiana
$690K -$18.4K -68 -3%
SWA
425
Strategies Wealth Advisors
Michigan
$690K +$690K +2,547 New
15 16
17
18 19