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iShares Russell 2000 Growth ETF
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Overview Fund Activity

835 hedge funds and large institutions have $7.49B invested in iShares Russell 2000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 270 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+49
Holders Change %
+6.23%
% of All Funds
13.47%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
133
Increased
270
Reduced
236
Closed
66
Calls
$32.6M
Puts
$291M
Net Calls
-$259M
Net Calls Change
+$113M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$60.3M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$39.3M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$36.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.8M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$29M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$98.9M
2
Goldman Sachs
Goldman Sachs
New York
-$69.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$64.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$42.8M
5
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
426
Elgethun Capital Management
South Dakota
$504K +$213 +1 +0%
ST
427
Smithfield Trust
Pennsylvania
$501K – – –
NOI
428
Newton One Investments
Delaware
$494K – – –
FFM
429
Forum Financial Management
Illinois
$491K +$644 +3 +0.1%
PAG
430
Private Advisor Group
New Jersey
$490K -$14K -236 -3%
VWA
431
V Wealth Advisors
Kansas
$488K – – –
CWM
432
Catalyst Wealth Management
Georgia
$485K +$485K +2,261 New
WP
433
WealthPLAN Partners
Nebraska
$485K +$485K +2,037 New
WIM
434
WealthPlan Investment Management
Nebraska
$484K +$55.4K +233 +13%
SDWMA
435
Schneider Downs Wealth Management Advisors
Pennsylvania
$481K +$41.8K +195 +10%
HPC
436
HM Payson & Co
Maine
$477K +$9.87K +46 +2%
PWM
437
Perigon Wealth Management
California
$469K +$23.4K +109 +5%
COI
438
Connable Office Inc
Michigan
$468K +$468K +2,183 New
PPP
439
Private Portfolio Partners
New Jersey
$465K +$180K +839 +63%
IFPG
440
Intrepid Financial Planning Group
Indiana
$464K – – –
EIM
441
Essex Investment Management
Massachusetts
$463K +$460K +2,146 +15,329%
EWA
442
Exencial Wealth Advisors
Oklahoma
$460K -$81.3K -379 -15%
FNT
443
First National Trust
Pennsylvania
$459K -$10.5K -49 -2%
CA
444
Clearstead Advisors
Ohio
$455K -$15.4K -72 -3%
S
445
SignatureFD
Georgia
$453K +$3.22K +15 +0.7%
AssetMark Inc
446
AssetMark Inc
California
$452K +$84.1K +392 +23%
CWM
447
Cranbrook Wealth Management
Michigan
$451K – – –
NAM
448
NTV Asset Management
West Virginia
$446K – – –
CT
449
Colonial Trust
South Carolina
$445K -$2.36K -11 -0.5%
SAM
450
Seelaus Asset Management
New Jersey
$440K -$49.4K -230 -10%
16 17
18
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