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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 %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$5.86M +$61.3K +228 +1%
TW
152
TritonPoint Wealth
Maryland
$5.84M -$173K -681 -3%
SGAM
153
Stephens Group Asset Management
Arkansas
$5.65M +$1.35K +5 +0%
KPWS
154
Kestra Private Wealth Services
Texas
$5.58M +$671K +2,478 +14%
NFW
155
Noble Family Wealth
Florida
$5.48M -$1.63K -6 -0%
Squarepoint
156
Squarepoint
New York
$5.43M +$5.43M +20,070 New
HIA
157
Harbor Investment Advisory
Maryland
$5.4M -$162K -600 -3%
BCIM
158
Bishop & Co Investment Management
Pennsylvania
$5.4M -$2.78M -10,260 -34%
CCM
159
Coldstream Capital Management
Washington
$5.28M -$5.42K -20 -0.1%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$5.27M -$29.5M -108,869 -85%
OAM
161
Occidental Asset Management
California
$5.24M +$139K +512 +3%
HWM
162
HB Wealth Management
Georgia
$5.15M +$759K +2,802 +17%
XF
163
XML Financial
Maryland
$5.08M +$151K +556 +3%
RA
164
Rodgers & Associates
Pennsylvania
$5.06M -$172K -634 -3%
B
165
Bailard
California
$5.04M +$4.67M +17,237 +1,267%
FWMM
166
Foundation Wealth Management (Missouri)
Missouri
$4.94M -$85.3K -315 -2%
MOACM
167
Mutual of America Capital Management
New York
$4.83M +$4.83M +17,836 New
SCM
168
Sandler Capital Management
New York
$4.74M +$4.74M +17,500 New
CAP
169
Columbia Advisory Partners
Washington
$4.73M +$202K +747 +4%
CGA
170
Crescent Grove Advisors
Illinois
$4.73M +$9.48K +35 +0.2%
LFG
171
Larson Financial Group
Missouri
$4.72M -$27.4K -101 -0.6%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$4.68M – – –
SW
173
SVB Wealth
Massachusetts
$4.63M -$232K -856 -5%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$4.51M +$495K +1,829 +12%
DIP
175
DT Investment Partners
Pennsylvania
$4.49M +$563K +2,080 +14%
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