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iShares Russell 2000 Growth ETF
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Overview Fund Activity

835 hedge funds and large institutions have $7.49B invested in iShares Russell 2000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 270 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+49
Holders Change %
+6.23%
% of All Funds
13.47%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
133
Increased
270
Reduced
236
Closed
66
Calls
$32.6M
Puts
$291M
Net Calls
-$259M
Net Calls Change
+$113M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$717M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$51M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$52.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$257M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$29M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$443M
2
Goldman Sachs
Goldman Sachs
New York
$172M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$87.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.9M
5
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
601
Windward Private Wealth Management
Kansas
$235K -$2.57K -12 -1%
HCA
602
Harbour Capital Advisors
Virginia
$233K – – –
CHJWM
603
Carlton Hofferkamp & Jenks Wealth Management
Texas
$232K – – –
CPIA
604
Cornell Pochily Investment Advisors
New York
$232K – – –
AP
605
Americana Partners
Texas
$232K +$232K +1,080 New
PWPS
606
Pinnacle Wealth Planning Services
Ohio
$231K – – –
GG
607
Gofen & Glossberg
Illinois
$229K -$21.5K -100 -9%
SBIA
608
Sheaff Brock Investment Advisors
Indiana
$228K – – –
BAAM
609
Baker Avenue Asset Management
California
$228K – – –
NFC
610
Northeast Financial Consultants
Connecticut
$227K – – –
AWM
611
Apollon Wealth Management
South Carolina
$226K +$226K +1,052 New
WMA
612
West Michigan Advisors
Michigan
$225K +$4.29K +20 +2%
Wolverine Trading
613
Wolverine Trading
Illinois
$225K +$225K +1,050 New
AWM
614
Aprio Wealth Management
Georgia
$224K – – –
PFP
615
Pinnacle Financial Partners
Tennessee
$223K +$124K +576 +124%
LWM
616
LJI Wealth Management
Indiana
$219K +$219K +1,022 New
BTI
617
Blue Trust Inc
Georgia
$219K – – –
FWP
618
Falcon Wealth Planning
California
$219K -$177K -825 -45%
APW
619
Austin Private Wealth
Texas
$219K – – –
LWA
620
LWS Wealth Advisors
New Jersey
$217K -$3K -14 -1%
TCA
621
Trifecta Capital Advisors
Illinois
$217K +$217K +1,010 New
WWM
622
Western Wealth Management
Colorado
$216K -$237K -1,105 -52%
VDI
623
Vaughan David Investments
Illinois
$215K – – –
VCWA
624
Vanguard Capital Wealth Advisors
Colorado
$213K -$460K -2,145 -68%
MWA
625
Monograph Wealth Advisors
California
$213K – – –
23 24
25
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