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iShares Russell 2000 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CG
126
Corundum Group
Colorado
$6.66M
AssetMark Inc
127
AssetMark Inc
California
$6.62M +$6.32M +28,183 +2,111%
MWM
128
Modera Wealth Management
New Jersey
$6.6M +$66.4K +296 +1%
William Blair Investment Management
129
William Blair Investment Management
Illinois
$6.5M +$608K +2,711 +10%
NA
130
NewEdge Advisors
Louisiana
$6.49M +$311K +1,386 +5%
WT
131
Whittier Trust
California
$6.43M +$115K +513 +2%
CWC
132
Carolinas Wealth Consulting
North Carolina
$6.26M +$9.11K +44 +0.1%
MOACM
133
Mutual of America Capital Management
New York
$6.16M +$2.83M +12,638 +85%
FT
134
Fiduciary Trust
Massachusetts
$6.07M +$9.64K +43 +0.2%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$6.03M +$34.5K +154 +0.6%
MBTD
136
Mechanics Bank - Trust Department
California
$5.96M -$22.6K -101 -0.4%
Jacobs Levy Equity Management
137
Jacobs Levy Equity Management
New Jersey
$5.96M
LFWA
138
LBJ Family Wealth Advisors
Texas
$5.9M -$93.7K -418 -2%
SAM
139
Sequent Asset Management
Texas
$5.75M
GS
140
GTS Securities
New York
$5.62M +$5.62M +25,079 New
BF
141
BOK Financial
Oklahoma
$5.32M -$496K -2,394 -9%
OFS
142
Oldfather Financial Services
Nebraska
$5.28M +$34.1K +152 +0.6%
GT
143
Glenmede Trust
Pennsylvania
$5.24M -$3.3M -14,743 -39%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$5.17M -$4.53M -20,230 -47%
TH
145
Team Hewins
California
$5.17M -$170K -757 -3%
EWA
146
EP Wealth Advisors
California
$5.14M +$2.9M +12,930 +129%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$4.9M +$1.36M +6,062 +38%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$4.83M -$32.7K -146 -0.7%
FWMM
149
Foundation Wealth Management (Missouri)
Missouri
$4.68M +$598K +2,668 +15%
CCM
150
Coldstream Capital Management
Washington
$4.66M