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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
13.45%
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 %
CWC
126
Carolinas Wealth Consulting
North Carolina
$8.21M -$40.1K -148 -0.5%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$8.09M -$333K -1,072 -4%
CG
128
Corundum Group
Colorado
$8.05M – – –
Macquarie Group
129
Macquarie Group
Australia
$8.01M -$10.2M -37,613 -56%
MWM
130
Modera Wealth Management
New Jersey
$7.69M -$162K -600 -2%
FTUS
131
Flow Traders U.S.
New York
$7.46M +$5.37M +19,831 +256%
SC
132
Savant Capital
Illinois
$7.36M -$238K -880 -3%
APP
133
Avantax Planning Partners
Iowa
$7.23M -$27.9M -103,025 -79%
LFWA
134
LBJ Family Wealth Advisors
Texas
$7.13M +$5.15K +19 +0.1%
CCMG
135
Clark Capital Management Group
Pennsylvania
$7.07M -$2.59M -9,549 -27%
OFS
136
Oldfather Financial Services
Nebraska
$7.03M +$146K +539 +2%
MBTD
137
Mechanics Bank - Trust Department
California
$6.97M -$239K -881 -3%
SAM
138
Sequent Asset Management
Texas
$6.94M – – –
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$6.9M +$1.48M +5,471 +27%
OC
140
Oppenheimer & Co
New York
$6.87M +$2.41M +8,913 +54%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$6.8M -$10.3M -38,163 -60%
CWS
142
Confluence Wealth Services
Pennsylvania
$6.78M +$1.31M +4,823 +24%
WT
143
Whittier Trust
California
$6.77M -$14.1K -52 -0.2%
BF
144
BOK Financial
Oklahoma
$6.6M -$267K -993 -4%
EWA
145
EP Wealth Advisors
California
$6.52M -$172K -635 -3%
TH
146
Team Hewins
California
$6.37M -$11.9K -44 -0.2%
FT
147
Fiduciary Trust
Massachusetts
$6.36M -$11.1K -41 -0.2%
Fuller & Thaler Asset Management
148
Fuller & Thaler Asset Management
California
$6.25M +$3.87M +14,290 +162%
3F
149
360 Financial
Minnesota
$6.15M +$424K +1,567 +7%
GT
150
Glenmede Trust
Pennsylvania
$6.05M -$245K -905 -4%
4 5
6
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