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iShares Russell 2000 Growth ETF
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Overview Fund Activity

928 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 253 increasing their positions, 313 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
13.46%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.41%
New
102
Increased
253
Reduced
313
Closed
79
Calls
$53.1M
Puts
$18.5M
Net Calls
+$34.5M
Net Calls Change
+$82.5M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$73.7M
2
PCP
2
Proficio Capital Partners
Massachusetts
$28.6M
3
Charles Schwab
3
Charles Schwab
California
$115M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Goldman Sachs
5
Goldman Sachs
New York
$216M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$906M
2
APF
2
Alaska Permanent Fund
Alaska
$47.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.27M
4
APP
4
Avantax Planning Partners
Iowa
$7.23M
5
Twin Tree Management
5
Twin Tree Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
51
Proficio Capital Partners
Massachusetts
$28.6M +$28.6M +105,851 New
FWIA
52
Fort Washington Investment Advisors
Ohio
$28.6M – – –
CA
53
CSM Advisors
Pennsylvania
$28.2M – – –
NRA
54
NSI Retail Advisors
Pennsylvania
$28.2M – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$27.5M +$3.51M +12,953 +15%
Osaic Holdings
56
Osaic Holdings
Arizona
$27.3M -$8.87M -32,735 -25%
MCM
57
MAI Capital Management
Ohio
$26.7M +$1.2M +4,434 +5%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$25.1M -$205K -758 -0.8%
Prudential Financial
59
Prudential Financial
New Jersey
$24.5M +$10.1M +37,147 +69%
AWM
60
AE Wealth Management
Kansas
$24M +$3.97M +14,668 +20%
MGIA
61
Moneta Group Investment Advisors
Missouri
$23.8M +$928K +3,426 +4%
WPW
62
Waldron Private Wealth
Pennsylvania
$23.2M -$2.69M -9,933 -10%
AAP
63
Arax Advisory Partners
Colorado
$22.2M -$622K -2,296 -3%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$21.8M +$736K +2,714 +3%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$21.3M -$927K -3,422 -4%
WAM
66
Weiss Asset Management
Massachusetts
$21.3M -$3.1M -11,463 -13%
Stifel Financial
67
Stifel Financial
Missouri
$20.8M -$2.55M -9,421 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.3M – – –
HFS
69
Hantz Financial Services
Michigan
$19.2M -$1.41M -5,219 -7%
Comerica Bank
70
Comerica Bank
Texas
$19.2M -$1.21M -4,451 -6%
VCS
71
Vaughan & Co Securities
New Jersey
$19M -$41.4K -153 -0.2%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$18.9M -$21.1M -77,860 -53%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$18.5M -$6.28M -23,198 -25%
CAM
74
Crestone Asset Management
Colorado
$18.2M +$375K +1,386 +2%
CP
75
Covenant Partners
Tennessee
$17.6M -$948K -3,502 -5%
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3
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