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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 %
JWM
501
Jupiter Wealth Management
Colorado
$358K +$358K +1,683 New
HFA
502
High Falls Advisors
New York
$358K – – –
CIR
503
Clear Investment Research
Georgia
$357K +$2.47K +11 +0.7%
MA
504
Montag & Associates
Georgia
$354K -$27.2K -121 -7%
KWS
505
Keystone Wealth Services
California
$353K +$70.9K +316 +25%
ATC
506
Adirondack Trust Company
New York
$351K -$17.9K -80 -5%
CW
507
CreativeOne Wealth
Kansas
$350K -$960K -4,289 -73%
AHC
508
Anderson Hoagland & Co
Missouri
$349K – – –
PRWA
509
Platte River Wealth Advisors
Colorado
$349K – – –
WF
510
Warner Financial
Maryland
$343K – – –
WP
511
WealthSource Partners
California
$339K -$224 -1 -0.1%
CAG
512
Csenge Advisory Group
Florida
$335K +$335K +1,496 New
SC
513
Scotia Capital
Ontario, Canada
$333K – – –
DI
514
DFPG Investments
Utah
$333K -$5.04K -24 -1%
JIC
515
Joel Isaacson & Co
New York
$332K – – –
DPI
516
Diversified Portfolios Inc
Michigan
$330K – – –
PIMG
517
Patriot Investment Management Group
Tennessee
$330K – – –
BAM
518
Berkshire Asset Management
Pennsylvania
$328K – – –
TGAM
519
TBH Global Asset Management
Tennessee
$327K – – –
SAG
520
SageView Advisory Group
California
$325K -$224 -1 -0.1%
OCFG
521
O'Connor Financial Group
Illinois
$321K +$2.91K +13 +0.9%
SFA
522
Sequoia Financial Advisors
Ohio
$319K -$22.6K -101 -7%
GIA
523
Gladstone Institutional Advisory
Florida
$316K +$5.16K +23 +2%
CCG
524
Coastwise Capital Group
California
$316K – – –
LSA
525
Lion Street Advisors
Texas
$315K +$315K +1,407 New
19 20
21
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