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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 %
HWA
101
Hillcrest Wealth Advisors
New Jersey
$9.24M +$347K +1,550 +4%
VWM
102
Venturi Wealth Management
Texas
$9.17M +$93.5K +417 +1%
SWPG
103
Strategic Wealth Partners Group
Illinois
$9.06M -$113K -502 -1%
WTC
104
WhitTier Trust Company
Nevada
$8.5M -$129K -574 -1%
GA
105
Geller Advisors
New York
$8.25M +$539K +2,399 +7%
EFG
106
Erickson Financial Group
Pennsylvania
$8.07M +$206K +920 +3%
Cerity Partners
107
Cerity Partners
New York
$8.07M -$3.93M -17,505 -33%
Kayne Anderson Rudnick Investment Management
108
Kayne Anderson Rudnick Investment Management
California
$7.95M +$3.58M +15,975 +82%
CWM
109
Congress Wealth Management
Massachusetts
$7.81M +$7.81M +34,822 New
OCM
110
One Capital Management
California
$7.63M +$69.5K +310 +0.9%
UCFA
111
United Capital Financial Advisors
Texas
$7.54M -$329K -1,469 -4%
WANY
112
Wealthspire Advisors (New York)
New York
$7.47M +$6.28M +28,005 +528%
FWM
113
FSA Wealth Management
Massachusetts
$7.42M -$3.14K -14 -0%
William Blair & Company
114
William Blair & Company
Illinois
$7.35M +$374K +1,670 +5%
SQA
115
Simon Quick Advisors
New Jersey
$7.3M -$31.6K -141 -0.4%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$7.23M +$111K +493 +2%
QC
117
Quent Capital
New York
$7.19M +$81.1K +362 +1%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$7.13M +$139K +622 +2%
CCMG
119
Clark Capital Management Group
Pennsylvania
$7.1M +$138K +615 +2%
TFA
120
Tobias Financial Advisors
Florida
$7.04M +$2.23M +9,942 +46%
JIC
121
Johnson Investment Counsel
Ohio
$6.86M -$119K -530 -2%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$6.82M +$43K +192 +0.6%
SC
123
Savant Capital
Illinois
$6.81M -$82K -366 -1%
NC
124
NBW Capital
Massachusetts
$6.78M -$24.4K -109 -0.4%
SPIA
125
Steward Partners Investment Advisory
New York
$6.75M +$290K +1,295 +4%
3 4
5
6 7