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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 %
FWA
426
FSM Wealth Advisors
Ohio
$529K -$113K -461 -18%
HPC
427
HM Payson & Co
Maine
$527K – – –
SDWMA
428
Schneider Downs Wealth Management Advisors
Pennsylvania
$524K – – –
AFG
429
Allegheny Financial Group
Pennsylvania
$511K -$133K -550 -21%
PWM
430
Perigon Wealth Management
California
$511K -$10.7K -44 -2%
BWM
431
Brown Wealth Management
Illinois
$507K +$507K +2,089 New
PFC
432
Phocas Financial Corp
California
$505K -$163K -673 -24%
NAM
433
NTV Asset Management
West Virginia
$504K – – –
FA
434
FC Advisory
Pennsylvania
$494K +$485 +2 +0.1%
GF
435
Gries Financial
Ohio
$492K +$8.73K +36 +2%
DJSG
436
D.J. St. Germain
Massachusetts
$490K +$490K +2,020 New
VCA
437
Verdence Capital Advisors
Maryland
$489K – – –
AF
438
Allworth Financial
California
$486K +$971 +4 +0.2%
WP
439
WealthPLAN Partners
Nebraska
$486K +$119K +491 +33%
SAM
440
Seelaus Asset Management
New Jersey
$485K -$12.4K -51 -2%
CWM
441
Cornerstone Wealth Management
Missouri
$484K +$9.47K +39 +2%
S
442
SignatureFD
Georgia
$479K – – –
CCG
443
Cypress Capital Group
Florida
$476K +$49.7K +205 +12%
MFC
444
Morris Financial Concepts
South Carolina
$475K – – –
FCH
445
Freestone Capital Holdings
Washington
$467K +$467K +1,925 New
CT
446
Colonial Trust
South Carolina
$467K -$31.8K -131 -6%
PAM
447
Palisade Asset Management
Minnesota
$466K – – –
AFM
448
Armstrong Fleming & Moore
District of Columbia
$456K +$456K +1,880 New
GRP
449
Global Retirement Partners
California
$455K +$35.4K +146 +8%
BBNA
450
Bremer Bank National Association
Minnesota
$455K -$3.64K -15 -0.8%
16 17
18
19 20