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iShares Russell 2000 Growth ETF
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Overview Fund Activity

829 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
13.22%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.38%
New
66
Increased
253
Reduced
230
Closed
53
Calls
$18.1M
Puts
$110M
Net Calls
-$92.2M
Net Calls Change
-$16.5M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$127M
2
Jane Street
2
Jane Street
New York
$89.7M
3
Charles Schwab
3
Charles Schwab
California
$82M
4
UBS Group
4
UBS Group
Switzerland
$173M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$67.3M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$115M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$0
3
PWM
3
PRW Wealth Management
Massachusetts
$265K
4
Morgan Stanley
4
Morgan Stanley
New York
$680M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
801
Moisand Fitzgerald Tamayo
Florida
$8.29K +$8.29K +37 New
WB
802
Webster Bank
Connecticut
$7.62K +$448 +2 +6%
IRC
803
Investors Research Corp
Georgia
$7.4K – – –
CSC
804
Caldwell Sutter Capital
California
$7.4K – – –
GIP
805
Granite Investment Partners
California
$6.73K – – –
MTIC
806
Missouri Trust & Investment Company
Missouri
$6.73K – – –
GWSG
807
GPS Wealth Strategies Group
Colorado
$6.73K – – –
TH
808
TCTC Holdings
Texas
$6.5K – – –
PGAM
809
Princeton Global Asset Management
New Jersey
$6.28K +$6.28K +28 New
BCMLT
810
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.07K – – –
AFS
811
Annapolis Financial Services
Maryland
$5.6K – – –
FFA
812
Founders Financial Alliance
North Carolina
$5.16K – – –
HBW
813
Hazlett, Burt & Watson
West Virginia
$5K +$2.92K +14 +140%
SWA
814
Sutton Wealth Advisors
Florida
$4.71K – – –
CTWM
815
Cherry Tree Wealth Management
Minnesota
$4.48K – – –
AWM
816
Avior Wealth Management
Nebraska
$4.48K +$2.24K +10 +100%
MWM
817
Mascoma Wealth Management
New Hampshire
$3.59K – – –
GFPC
818
Global Financial Private Client
Florida
$3.32K – – –
MA
819
MCF Advisors
Kentucky
$2.02K – – –
MCA
820
Maryland Capital Advisors
Maryland
$2.02K – – –
TLCM
821
Twin Lakes Capital Management
California
$2.02K +$2.02K +9 New
PA
822
PSI Advisors
Florida
$1.57K – – –
HL
823
HeadInvest LLC
Maine
$1.55K +$1.55K +7 New
Legacy Financial Group (Iowa)
824
Legacy Financial Group (Iowa)
Iowa
$1.35K +$1.35K +6 New
AWM
825
Activest Wealth Management
Florida
$1.14K +$1.14K +5 New
31 32
33
34 35