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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
Toronto Dominion Bank
Ontario, Canada
$121M
2
Morgan Stanley
Morgan Stanley
New York
$792M
3
PWM
PRW Wealth Management
Massachusetts
$86.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$97.8M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
$30.4M

Top Sellers

1
Citigroup
Citigroup
New York
$40.5M
2
TF
TIAA FSB
Florida
$333M
3
EWA
EP Wealth Advisors
California
$5.83M
4
Bank of America
Bank of America
North Carolina
$712M
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$411K -$8.49K -35 -2%
EWA
477
Exencial Wealth Advisors
Oklahoma
$410K -$94.7K -390 -19%
CD
478
Chapin Davis
Maryland
$409K – – –
BAAM
479
Baker Avenue Asset Management
California
$409K – – –
FFP
480
FourThought Financial Partners
Florida
$409K -$48.3K -199 -11%
DI
481
DFPG Investments
Utah
$407K -$32.6K -129 -7%
SFPG
482
Stonebridge Financial Planning Group
Florida
$407K -$18.2K -75 -4%
TFF
483
The Family Firm
Maryland
$401K +$485 +2 +0.1%
CI
484
CX Institutional
Indiana
$396K +$9.95K +41 +3%
LW
485
Linscomb Wealth
Texas
$392K +$81.3K +335 +26%
IAG
486
Investmark Advisory Group
Connecticut
$390K +$8.73K +36 +2%
HFA
487
High Falls Advisors
New York
$387K +$485 +2 +0.1%
AAS
488
Ameritas Advisory Services
Nebraska
$386K -$507K -2,130 -57%
PA
489
Parallel Advisors
California
$385K -$242K -998 -39%
CIR
490
Clear Investment Research
Georgia
$384K +$19.4K +80 +5%
Legal & General Group
491
Legal & General Group
United Kingdom
$383K -$123K -510 -24%
HCC
492
Hirtle Callaghan & Co
Pennsylvania
$378K +$378K +1,559 New
Wealth Enhancement Advisory Services
493
Wealth Enhancement Advisory Services
Minnesota
$378K +$107K +441 +39%
AHC
494
Anderson Hoagland & Co
Missouri
$377K – – –
PRWA
495
Platte River Wealth Advisors
Colorado
$377K – – –
OIA
496
OneDigital Investment Advisors
Kansas
$374K -$45.4K -187 -11%
WF
497
Warner Financial
Maryland
$371K +$485 +2 +0.1%
HI
498
Harbour Investments
Wisconsin
$371K -$4.61K -19 -1%
SFA
499
Sequoia Financial Advisors
Ohio
$369K +$55.3K +228 +18%
WP
500
WealthSource Partners
California
$368K -$971 -4 -0.3%
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