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iShares Russell 2000 Growth ETF
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Overview Fund Activity

835 hedge funds and large institutions have $7.49B invested in iShares Russell 2000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 270 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+49
Holders Change %
+6.23%
% of All Funds
13.47%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
133
Increased
270
Reduced
236
Closed
66
Calls
$32.6M
Puts
$291M
Net Calls
-$259M
Net Calls Change
+$113M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$717M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$51M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$52.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$257M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$29M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$443M
2
Goldman Sachs
Goldman Sachs
New York
$172M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$87.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.9M
5
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
126
Shufro Rose & Co
New York
$6.19M +$6.19M +28,866 New
CG
127
Corundum Group
Colorado
$6.12M -$68.6K -320 -1%
FT
128
Fiduciary Trust
Massachusetts
$6.06M -$122K -570 -2%
CAN
129
Cetera Advisor Networks
California
$6M +$3.31M +15,439 +123%
LFWA
130
LBJ Family Wealth Advisors
Texas
$6M -$23.1M -107,534 -79%
RHJA
131
Rice Hall James & Associates
California
$5.94M +$5.64M +26,288 +1,867%
OCM
132
One Capital Management
California
$5.87M -$61.6K -287 -1%
AA
133
AlphaMark Advisors
Kentucky
$5.85M +$567K +2,644 +11%
MBTD
134
Mechanics Bank - Trust Department
California
$5.84M -$78.5K -366 -1%
FWMM
135
Foundation Wealth Management (Missouri)
Missouri
$5.66M +$5.66M +26,405 New
HFG
136
Heron Financial Group
New York
$5.55M -$882K -4,149 -14%
SAM
137
Sequent Asset Management
Texas
$5.5M – – –
HFS
138
Hantz Financial Services
Michigan
$5.18M +$5.18M +24,157 New
TH
139
Team Hewins
California
$5.07M +$5.07M +23,649 New
PA
140
Pinnacle Associates
New York
$4.93M +$1.55M +7,243 +46%
SPIA
141
Steward Partners Investment Advisory
New York
$4.88M +$220K +1,025 +5%
EWA
142
EP Wealth Advisors
California
$4.82M +$110K +514 +2%
AAS
143
Avantax Advisory Services
Texas
$4.72M +$1.28M +5,971 +37%
CCM
144
Coldstream Capital Management
Washington
$4.68M +$4.68M +21,819 New
Principal Financial Group
145
Principal Financial Group
Iowa
$4.64M +$992K +4,625 +27%
RW
146
Reframe Wealth
Virginia
$4.58M +$4.58M +21,337 New
CDIA
147
Capital Directions Investment Advisors
Georgia
$4.58M +$4.58M +21,337 New
HIA
148
Harbor Investment Advisory
Maryland
$4.56M +$484K +2,256 +12%
OFS
149
Oldfather Financial Services
Nebraska
$4.55M +$209K +973 +5%
MWM
150
Modera Wealth Management
New Jersey
$4.53M -$403K -1,878 -8%
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