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iShares Russell 2000 Growth ETF
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Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.45%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$28.6M
3
Charles Schwab
Charles Schwab
California
+$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Goldman Sachs
Goldman Sachs
New York
+$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$903M
2
APF
Alaska Permanent Fund
Alaska
-$91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$29.5M
4
APP
Avantax Planning Partners
Iowa
-$27.9M
5
Twin Tree Management
Twin Tree Management
Texas
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
476
Evercore Wealth Management
New York
$525K -$220K -811 -29%
NW
477
NewEdge Wealth
Pennsylvania
$522K +$184K +725 +55%
PAM
478
Palisade Asset Management
Minnesota
$520K – – –
CAG
479
Csenge Advisory Group
Florida
$519K +$201K +742 +63%
TW
480
Transform Wealth
Colorado
$519K -$107K -395 -17%
SC
481
Scotia Capital
Ontario, Canada
$518K +$120K +442 +30%
GF
482
Gries Financial
Ohio
$518K -$13.5K -50 -3%
PCM
483
Pointe Capital Management
Michigan
$514K +$280K +1,034 +120%
MA
484
MJP Associates
Connecticut
$510K -$542 -2 -0.1%
AFM
485
Armstrong Fleming & Moore
District of Columbia
$509K – – –
FWA
486
FSM Wealth Advisors
Ohio
$508K -$20.3K -75 -4%
DJSG
487
D.J. St. Germain
Massachusetts
$508K +$8.4K +31 +2%
D
488
Dentgroup
Louisiana
$508K -$13K -48 -2%
SCM
489
Sage Capital Management
New Jersey
$506K +$812 +3 +0.2%
CT
490
Colonial Trust
South Carolina
$506K – – –
FA
491
Fiducient Advisors
Illinois
$501K – – –
WHCFA
492
William Howard & Co Financial Advisors
Tennessee
$500K +$500K +1,846 New
GCA
493
Genesee Capital Advisors
New York
$498K – – –
MIAS
494
Mason Investment Advisory Services
Virginia
$497K – – –
QWM
495
Quadcap Wealth Management
Texas
$496K +$92.1K +340 +23%
AWM
496
Avaii Wealth Management
Wisconsin
$495K -$5.42K -20 -1%
OWM
497
Orgel Wealth Management
Wisconsin
$493K +$3.25K +12 +0.7%
IWM
498
IHT Wealth Management
Illinois
$488K -$351K -1,296 -42%
SWP
499
Summit Wealth Partners
Florida
$486K – – –
CWA
500
Cascade Wealth Advisors
Washington
$485K +$485K +1,898 New
18 19
20
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