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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 %
MWM
501
Mission Wealth Management
California
$366K – – –
SC
502
Scotia Capital
Ontario, Canada
$361K -$11.6K -48 -3%
9WM
503
9258 Wealth Management
Ohio
$361K -$485 -2 -0.1%
Fuller & Thaler Asset Management
504
Fuller & Thaler Asset Management
California
$360K -$394K -1,624 -52%
JIC
505
Joel Isaacson & Co
New York
$359K -$11.9K -49 -3%
WI
506
Wintrust Investments
Illinois
$358K -$4.61K -19 -1%
PIMG
507
Patriot Investment Management Group
Tennessee
$357K – – –
DPI
508
Diversified Portfolios Inc
Michigan
$357K -$22.8K -94 -6%
BAM
509
Berkshire Asset Management
Pennsylvania
$355K +$6.07K +25 +2%
TGAM
510
TBH Global Asset Management
Tennessee
$354K – – –
SAG
511
SageView Advisory Group
California
$353K +$353K +1,453 New
OFG
512
Oxford Financial Group
Indiana
$353K – – –
OCFG
513
O'Connor Financial Group
Illinois
$344K +$67.2K +277 +24%
CCG
514
Coastwise Capital Group
California
$342K +$485 +2 +0.1%
PAM
515
Pegasus Asset Management
New York
$340K -$2.43K -10 -0.7%
KWA
516
Kingswood Wealth Advisors
California
$340K +$340K +1,400 New
KFI
517
Key Financial Inc
Pennsylvania
$338K – – –
CPRC
518
Consolidated Portfolio Review Corp
New York
$338K -$11.4K -47 -3%
PWM
519
PBMares Wealth Management
Virginia
$337K – – –
GIA
520
Gladstone Institutional Advisory
Florida
$336K +$5.1K +21 +2%
CFA
521
Cahill Financial Advisors
Minnesota
$335K +$41.7K +172 +14%
PCG
522
Prosperity Consulting Group
Maryland
$335K -$59.5K -245 -15%
GWSA
523
Global Wealth Strategies & Associates
Colorado
$334K -$1.46K -6 -0.4%
BIA
524
BHK Investment Advisors
Alabama
$333K – – –
KFC
525
Klingenstein Fields & Co
New York
$330K – – –
19 20
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