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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 %
Fiera Capital (Canada)
426
Fiera Capital (Canada)
Quebec, Canada
$526K +$115K +512 +28%
TW
427
Transform Wealth
Colorado
$520K -$14.6K -65 -3%
FFM
428
Forum Financial Management
Illinois
$520K – – –
PCIA
429
Prime Capital Investment Advisors
Kansas
$519K +$4.26K +19 +0.8%
CI
430
Chartist Inc
California
$519K -$61.4K -274 -11%
AFP
431
Ausdal Financial Partners
Iowa
$516K -$13.9K -62 -3%
CCG
432
Cypress Capital Group
Florida
$515K +$74.6K +333 +17%
LA
433
Lane & Associates
New Jersey
$514K +$514K +2,295 New
PFP
434
Pinnacle Financial Partners
Tennessee
$514K +$108K +480 +27%
SVWAG
435
Sound View Wealth Advisors Group
Georgia
$513K +$3.81K +17 +0.7%
SC
436
Sepio Capital
Utah
$513K – – –
FWM
437
Forza Wealth Management
Florida
$511K – – –
FB
438
First Bancorp
Maine
$507K – – –
FAIM
439
Financial Advocates Investment Management
Washington
$504K +$7.17K +32 +1%
E
440
ETFidea
New York
$504K – – –
SGAM
441
Stephens Group Asset Management
Arkansas
$500K -$1.32M -5,894 -73%
NOI
442
Newton One Investments
Delaware
$498K -$8.07K -36 -2%
TPW
443
Transatlantique Private Wealth
New York
$493K – – –
HPC
444
HM Payson & Co
Maine
$487K – – –
EWM
445
Evercore Wealth Management
New York
$480K +$265K +1,183 +123%
NB
446
NBT Bank
New York
$479K +$479K +2,138 New
PL
447
Plancorp LLC
Missouri
$475K +$475K +2,121 New
SDWMA
448
Schneider Downs Wealth Management Advisors
Pennsylvania
$474K -$9.64K -43 -2%
PFC
449
Phocas Financial Corp
California
$474K +$7.4K +33 +2%
GF
450
Gries Financial
Ohio
$468K +$13K +58 +3%
16 17
18
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