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iShares Russell 2000 ETF

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
276
Kanawha Capital Management
Virginia
$15.2M -$144K -715 -0.9%
PGA
277
Portland Global Advisors
Maine
$15M +$324K +1,616 +2%
Lido Advisors
278
Lido Advisors
California
$14.9M +$3.59M +17,883 +32%
GWAM
279
Guardian Wealth Advisors (Minnesota)
Minnesota
$14.8M +$392K +1,952 +3%
SPIA
280
Steward Partners Investment Advisory
New York
$14.8M +$1.93M +9,625 +15%
PFM
281
Patton Fund Management
Texas
$14.7M -$165K -824 -1%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$14.7M +$281K +1,401 +2%
LWM
283
LJI Wealth Management
Indiana
$14.6M -$20.5K -102 -0.1%
Focus Partners Wealth
284
Focus Partners Wealth
Massachusetts
$14.6M +$14.6M +72,541 New
GLA
285
Great Lakes Advisors
Illinois
$14.5M +$802K +3,997 +6%
JWCA
286
J.W. Cole Advisors
Florida
$14.5M +$5.56M +27,680 +62%
RFA
287
RTD Financial Advisors
Pennsylvania
$14.5M +$58.4K +291 +0.4%
AC
288
Albar Capital
United Kingdom
$14.5M +$14.5M +72,068 New
TPCW
289
TD Private Client Wealth
New York
$14.2M -$535K -2,667 -4%
BFP
290
Brewster Financial Planning
New York
$14.1M +$191K +951 +1%
GG
291
Greenwood Gearhart
Arkansas
$14.1M +$14.1M +70,203 New
DT
292
Diversified Trust
Tennessee
$14M -$161K -801 -1%
SS
293
Simplicity Solutions
Minnesota
$14M +$3.16M +15,738 +29%
Wolverine Trading
294
Wolverine Trading
Illinois
$13.9M -$8.08M -40,267 -37%
SFG
295
StrategIQ Financial Group
Indiana
$13.7M +$1.55M +7,735 +13%
PA
296
Pinnacle Associates
New York
$13.7M +$457K +2,276 +3%
RCMF
297
RK Capital Management (Florida)
Florida
$13.6M +$13.6M +68,000 New
TPWA
298
TRUE Private Wealth Advisors
Oregon
$13.6M +$13.6M +67,718 New
CT
299
Coastline Trust
Rhode Island
$13.6M -$4.27M -21,283 -24%
RCP
300
Rothschild Capital Partners
New York
$13.5M +$5.4M +26,760 +66%