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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 %
KWS
551
Keystone Wealth Services
California
$306K – – –
PAG
552
Paladin Advisory Group
Iowa
$306K – – –
SFG
553
Sage Financial Group
Pennsylvania
$305K -$72.3K -298 -19%
ECG
554
Edge Capital Group
Georgia
$305K +$305K +1,256 New
CWM
555
Cahaba Wealth Management
Georgia
$305K -$1.7K -7 -0.6%
FPGK
556
Financial Partners Group (Kansas)
Kansas
$303K +$4.19K +17 +1%
MWP
557
MYCIO Wealth Partners
Pennsylvania
$300K +$243 +1 +0.1%
BBHC
558
Brown Brothers Harriman & Co
New York
$296K – – –
MC
559
Moors & Cabot
Massachusetts
$296K -$6.07K -25 -2%
MFWP
560
Mosaic Family Wealth Partners
Missouri
$291K -$8.01K -33 -3%
AT
561
American Trust
Kentucky
$290K -$78.4K -323 -21%
CCM
562
Colorado Capital Management
Colorado
$288K – – –
REMPR
563
Roof Eidam Maycock Peralta (REMP)
California
$286K +$60.7K +250 +27%
EIP
564
Easterly Investment Partners
Massachusetts
$284K – – –
LP
565
LMR Partners
United Kingdom
$284K – – –
NCM
566
Nelson Capital Management
California
$279K – – –
ATC
567
Argent Trust Co
Tennessee
$277K -$23.1K -95 -8%
IF
568
Intrua Financial
Texas
$276K -$10.9K -45 -4%
CFGS
569
Concourse Financial Group Securities
Alabama
$275K +$107K +440 +64%
SAM
570
Smithbridge Asset Management
Pennsylvania
$274K – – –
MAM
571
Madison Asset Management
Wisconsin
$274K – – –
GKWIM
572
Gerber Kawasaki Wealth & Investment Management
California
$272K – – –
AIA
573
Arbor Investment Advisors
North Carolina
$272K – – –
SMC
574
Smith, Moore & Co
Missouri
$272K +$243 +1 +0.1%
STA
575
Summit Trail Advisors
New York
$272K -$129K -533 -32%
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