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iShares Russell 2000 Growth ETF
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Overview Fund Activity

788 hedge funds and large institutions have $7.4B invested in iShares Russell 2000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 246 increasing their positions, 263 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-41
Holders Change %
-4.95%
% of All Funds
13.32%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.32%
New
74
Increased
246
Reduced
263
Closed
103
Calls
$135M
Puts
$212M
Net Calls
-$77M
Net Calls Change
+$166M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$453M
2
Bank of America
Bank of America
North Carolina
$728M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$119M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$132M
5
AllianceBernstein
AllianceBernstein
Tennessee
$79.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.67M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$258M
3
Wells Fargo
Wells Fargo
California
$197M
4
TF
TIAA FSB
Florida
$322M
5
Goldman Sachs
Goldman Sachs
New York
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
801
Evanson Asset Management
California
– -$758K -2,963 Closed
CRWM
802
Castle Rock Wealth Management
California
– -$725K -2,925 Closed
CWM
803
Congress Wealth Management
Massachusetts
– -$728K -2,846 Closed
CAM
804
Congress Asset Management
Massachusetts
– -$724K -2,829 Closed
LNWTC
805
Laird Norton Wetherby Trust Company
Washington
– -$700K -2,739 Closed
DIA
806
Dana Investment Advisors
Wisconsin
– -$574K -2,245 Closed
TI
807
Trexquant Investment
Connecticut
– -$527K -2,062 Closed
WFA
808
Wellspring Financial Advisors
Ohio
– -$496K -1,940 Closed
CPSC
809
Carl P. Sherr & Co
Massachusetts
– -$403K -1,575 Closed
OR
810
Olympiad Research
Connecticut
– -$395K -1,543 Closed
SOS
811
Silver Oak Securities
Tennessee
– -$367K -1,495 Closed
Verition Fund Management
812
Verition Fund Management
Connecticut
– -$370K -1,446 Closed
PAG
813
Paladin Advisory Group
Iowa
– -$347K -1,344 Closed
PCA
814
Personal Capital Advisors
California
– -$340K -1,329 Closed
MSA
815
Marino Stram & Associates
Massachusetts
– -$338K -1,323 Closed
IAG
816
Investmark Advisory Group
Connecticut
– -$287K -1,123 Closed
LSPW
817
Lake Street Private Wealth
Illinois
– -$279K -1,090 Closed
SVWAG
818
Sound View Wealth Advisors Group
Georgia
– -$276K -1,080 Closed
BCC
819
Bridge City Capital
Oregon
– -$274K -1,073 Closed
HCM
820
Hodges Capital Management
Texas
– -$271K -1,061 Closed
SWA
821
Stratos Wealth Advisors
Ohio
– -$268K -1,047 Closed
MHS
822
M Holdings Securities
Oregon
– -$266K -1,040 Closed
AFS
823
AFG Fiduciary Services
Massachusetts
– -$280K -1,036 Closed
SS
824
Sunbelt Securities
Texas
– -$267K -1,033 Closed
TA
825
Tiedemann Advisors
New York
– -$263K -1,029 Closed
31 32
33
34 35