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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
+$102M
3
PWM
PRW Wealth Management
Massachusetts
+$86.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$46.1M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
+$30.3M

Top Sellers

1
Citigroup
Citigroup
New York
-$36.7M
2
TF
TIAA FSB
Florida
-$34.8M
3
EWA
EP Wealth Advisors
California
-$32.1M
4
Bank of America
Bank of America
North Carolina
-$31.3M
5
TRCT
Tower Research Capital (TRC)
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
651
Davis Investment Partners
North Carolina
$200K +$200K +800 New
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$198K -$27.7K -114 -12%
EWM
653
Evermay Wealth Management
Virginia
$195K – – –
AA
654
Addison Advisors
Vermont
$192K – – –
OC
655
Oakworth Capital
Alabama
$188K -$8.74K -36 -4%
RhumbLine Advisers
656
RhumbLine Advisers
Massachusetts
$182K +$182K +748 New
CAS
657
Coppell Advisory Solutions
Texas
$176K +$176K +729 New
CFFP
658
Center for Financial Planning
Michigan
$173K – – –
GEA
659
Glen Eagle Advisors
New Jersey
$157K +$110K +454 +235%
RP
660
Rice Partnership
Hawaii
$148K – – –
CB
661
CNB Bank
Pennsylvania
$144K – – –
FFL
662
Financial Freedom LLC
Ohio
$143K +$243 +1 +0.2%
EBA
663
Eagle Bay Advisors
New York
$140K – – –
AIA
664
Arcadia Investment Advisors
Idaho
$138K – – –
IWP
665
Icon Wealth Partners
Texas
$135K -$2.43K -10 -2%
FP
666
Financial Perspectives
Minnesota
$135K +$243 +1 +0.2%
MM
667
Main Management
California
$132K +$132K +544 New
OIA
668
Optimum Investment Advisors
Illinois
$131K – – –
CWP
669
Concord Wealth Partners
Virginia
$130K +$87.6K +361 +205%
NECFA
670
New England Capital Financial Advisors
Connecticut
$130K +$243 +1 +0.2%
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
$128K +$40.8K +168 +47%
OSAM
672
O'Shaughnessy Asset Management
Connecticut
$128K -$5.82K -24 -4%
IA
673
IFP Advisors
Florida
$127K -$15K -62 -11%
DWMG
674
DB Wealth Management Group
California
$125K – – –
SS
675
Sunbelt Securities
Texas
$125K +$22.3K +92 +22%
25 26
27
28 29