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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 %
SW
601
SlateStone Wealth
Florida
$249K -$21.8K -90 -8%
HCA
602
Harbour Capital Advisors
Virginia
$248K – – –
APW
603
Austin Private Wealth
Texas
$247K – – –
BCC
604
Bridge City Capital
Oregon
$246K -$119K -491 -33%
PTC
605
Private Trust Company
Ohio
$244K -$53.6K -221 -18%
SCA
606
Stillwater Capital Advisors
Pennsylvania
$243K – – –
VDI
607
Vaughan David Investments
Illinois
$243K – – –
LCM
608
Lynwood Capital Management
Ontario, Canada
$243K +$243K +1,000 New
CG
609
Cutler Group
California
$242K +$242K +1,000 New
MWA
610
Monograph Wealth Advisors
California
$241K – – –
BOSSRA
611
B.O.S.S. Retirement Advisors
Utah
$240K +$12.6K +52 +6%
NP
612
NorthRock Partners
Minnesota
$240K -$189K -778 -44%
CS
613
Cannell & Spears
New York
$239K – – –
EFG
614
Everhart Financial Group
Ohio
$239K -$2.67K -11 -1%
LWM
615
LJI Wealth Management
Indiana
$236K – – –
TA
616
TFG Advisers
Michigan
$236K -$2.43K -10 -1%
TCOV
617
Trust Company of Vermont
Vermont
$235K +$1.46K +6 +0.6%
RWM
618
Rockwood Wealth Management
Pennsylvania
$235K – – –
LSA
619
L & S Advisors
California
$233K – – –
FNBOO
620
First National Bank of Omaha
Nebraska
$233K -$72.8K -300 -24%
EWM
621
Evercore Wealth Management
New York
$233K – – –
ACP
622
Aveo Capital Partners
Colorado
$230K +$243 +1 +0.1%
KCM
623
Kanawha Capital Management
Virginia
$230K – – –
IBOK
624
Independence Bank of Kentucky
Kentucky
$230K – – –
MIM
625
Marco Investment Management
Georgia
$229K +$229K +945 New
23 24
25
26 27