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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$70.3M 289,849 +8,846 +3%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$70.2M 289,305 -22,610 -7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$67.9M 279,977 -76,621 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66.7M 275,000 – –
SEI Investments
30
SEI Investments
Pennsylvania
$52.6M 216,919 -13,433 -6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$50.5M 208,173 +10,343 +5%
Truist Financial
32
Truist Financial
North Carolina
$47.8M 196,861 -4,334 -2%
Creative Planning
33
Creative Planning
Kansas
$44.8M 184,722 -2,566 -1%
BPWM
34
Badgley Phelps Wealth Managers
Washington
$43.3M 178,630 +3,414 +2%
Barclays
35
Barclays
United Kingdom
$42.2M 173,710 +60,200 +53%
Brown Advisory
36
Brown Advisory
Maryland
$42.1M 173,698 +5,831 +3%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$41.8M 172,110 -54,616 -24%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$41.4M 170,496 +52,227 +44%
Citigroup
39
Citigroup
New York
$40.5M 166,778 -151,425 -48%
KeyBank National Association
40
KeyBank National Association
Ohio
$38.7M 159,325 -1,940 -1%
RJA
41
Raymond James & Associates
Florida
$38.3M 157,634 -11,449 -7%
CAM
42
Cresset Asset Management
Illinois
$34.6M 142,621 +16,866 +13%
Osaic Holdings
43
Osaic Holdings
Arizona
$34.3M 141,479 +3,206 +2%
BCI
44
Brinker Capital Investments
Pennsylvania
$33.5M 137,924 +102 +0.1%
OPS
45
Orion Portfolio Solutions
Nebraska
$33.5M 137,924 +102 +0.1%
APP
46
Avantax Planning Partners
Iowa
$31.5M 129,716 +2,764 +2%
BCIM
47
Bishop & Co Investment Management
Pennsylvania
$30.4M 7,372,548 +7,342,339 +24,305%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$28.8M 118,495 -389 -0.3%
CL
49
Choreo LLC
Illinois
$27.7M 114,288 -586 -0.5%
SAM
50
Silvercrest Asset Management
New York
$27.5M 113,133 -7,011 -6%
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