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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 %
AI
101
Axiom Investors
Connecticut
$10.4M -$3.28M -12,100 -24%
WTC
102
WhitTier Trust Company
Nevada
$10.3M +$17.6K +65 +0.2%
PIA
103
Powell Investment Advisors
Florida
$10.1M -$147K -543 -1%
NA
104
NewEdge Advisors
Louisiana
$10M +$528K +1,950 +6%
EFG
105
Erickson Financial Group
Pennsylvania
$9.81M -$109K -403 -1%
HWA
106
Hillcrest Wealth Advisors
New Jersey
$9.79M -$1.02M -3,775 -9%
Barclays
107
Barclays
United Kingdom
$9.7M -$8.1M -29,901 -46%
QC
108
Quent Capital
New York
$9.48M +$140K +516 +1%
WANY
109
Wealthspire Advisors (New York)
New York
$9.44M +$623K +2,301 +7%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$9.39M +$259K +956 +3%
GCM
111
Geneva Capital Management
Wisconsin
$9.37M -$7.44M -27,463 -44%
AssetMark Inc
112
AssetMark Inc
California
$9.3M +$8.73M +32,234 +1,540%
FWM
113
FSA Wealth Management
Massachusetts
$9.29M +$298K +1,099 +3%
TRCT
114
Tower Research Capital (TRC)
New York
$9.17M +$3.02M +11,152 +49%
SPIA
115
Steward Partners Investment Advisory
New York
$9.14M -$68.5K -253 -0.7%
CWM
116
Congress Wealth Management
Massachusetts
$9.07M -$11.4M -41,985 -56%
AWE
117
Avidian Wealth Enterprises
Texas
$8.98M -$621K -2,295 -6%
TFA
118
Tobias Financial Advisors
Florida
$8.92M +$211K +780 +2%
Franklin Resources
119
Franklin Resources
California
$8.87M +$4.12M +15,215 +87%
JIC
120
Johnson Investment Counsel
Ohio
$8.76M -$196K -725 -2%
William Blair & Company
121
William Blair & Company
Illinois
$8.71M -$1.7M -6,265 -16%
OCM
122
One Capital Management
California
$8.66M -$171K -630 -2%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$8.41M +$51.5K +190 +0.6%
MAM
124
MMA Asset Management
Pennsylvania
$8.41M -$2.42M -9,317 -22%
NC
125
NBW Capital
Massachusetts
$8.21M -$28.7K -106 -0.3%
3 4
5
6 7