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iShares Russell 2000 Growth ETF

921 hedge funds and large institutions have $9.17B invested in iShares Russell 2000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+92
Holders Change %
+11.1%
% of All Funds
13.5%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
149
Increased
292
Reduced
256
Closed
46
Calls
$47.8M
Puts
$95.8M
Net Calls
-$48M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
676
LWS Wealth Advisors
New Jersey
$242K +$2.52K +10 +1%
BIA
677
BHK Investment Advisors
Alabama
$241K -$41.6K -165 -15%
CA
678
CGN Advisors
Kansas
$239K +$4.04K +16 +2%
KCM
679
Kanawha Capital Management
Virginia
$239K
IBOK
680
Independence Bank of Kentucky
Kentucky
$239K
MIM
681
Marco Investment Management
Georgia
$238K
BBI
682
Baxter Bros Inc
Connecticut
$238K
GRP
683
Global Retirement Partners
California
$237K -$233K -967 -50%
Fayez Sarofim & Co
684
Fayez Sarofim & Co
Texas
$235K
GT
685
Greenleaf Trust
Michigan
$235K +$235K +930 New
V
686
ViaWealth
Kansas
$234K
MA
687
MONECO Advisors
Connecticut
$233K -$75.9K -301 -25%
DWP
688
Daymark Wealth Partners
Ohio
$233K
RFN
689
RDA Financial Network
Iowa
$232K
PCH
690
PGIM Custom Harvest
New Jersey
$232K +$232K +919 New
GIP
691
Greatmark Investment Partners
Georgia
$231K +$231K +917 New
SIC
692
Sigma Investment Counselors
Michigan
$231K
Members Trust
693
Members Trust
Florida
$231K +$231K +900 New
LWM
694
LJI Wealth Management
Indiana
$229K -$16.6K -66 -7%
CHJWM
695
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228K +$228K +929 New
KA
696
Klingman & Associates
New York
$228K
ECG
697
Edge Capital Group
Georgia
$226K -$90.8K -360 -29%
RTL
698
Red Tortoise LLC
Georgia
$226K +$1.01K +4 +0.4%
RWM
699
Rockwood Wealth Management
Pennsylvania
$224K +$224K +888 New
LSAG
700
Lake Street Advisors Group
New Hampshire
$224K +$224K +886 New