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iShares Russell 2000 ETF

1,896 hedge funds and large institutions have $52B invested in iShares Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 676 increasing their positions, 789 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
-81
Holders Change %
-4.1%
% of All Funds
30.35%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.86%
New
114
Increased
676
Reduced
789
Closed
153
Calls
$36.1B
Puts
$82B
Net Calls
-$45.9B
Net Calls Change
-$13.9B
Name Holding Trade Value Shares
Change
Shares
Change %
PVI
301
Pine Valley Investments
New Jersey
$9.39M +$9.39M +54,088 New
SEI Investments
302
SEI Investments
Pennsylvania
$9.37M +$5.02M +28,112 +115%
MWM
303
Meridian Wealth Management
Kentucky
$9.34M -$110K -615 -1%
PWM
304
Perigon Wealth Management
California
$9.32M +$307K +1,722 +3%
WI
305
WBI Investments
New Jersey
$9.24M +$1.08M +6,078 +13%
SI
306
Stephens Inc
Arkansas
$9.14M +$24.1K +135 +0.3%
ST
307
Smithfield Trust
Pennsylvania
$9.08M -$158K -888 -2%
HI
308
Humankind Investments
New York
$9.07M
CWP
309
Corepath Wealth Partners
Arizona
$9.01M +$273K +1,536 +3%
GWM
310
Geneos Wealth Management
Colorado
$9M -$2.28M -12,765 -20%
MAM
311
McLean Asset Management
Virginia
$8.85M -$1.55M -8,679 -15%
AL
312
Aspiriant LLC
California
$8.82M -$625K -3,501 -7%
AIA
313
Arbor Investment Advisors
North Carolina
$8.78M +$210K +1,178 +2%
VFPI
314
Vantage Financial Partners (Illinois)
Illinois
$8.77M +$279K +1,565 +3%
ACP
315
Arcus Capital Partners
Georgia
$8.63M +$248K +1,391 +3%
OCM
316
One Capital Management
California
$8.62M +$473K +2,649 +6%
IAN
317
Integrated Advisors Network
Texas
$8.59M +$73K +409 +0.9%
CBT
318
Central Bank & Trust
Kentucky
$8.54M +$486K +2,727 +6%
AIA
319
Avalon Investment & Advisory
Texas
$8.54M +$897K +5,029 +12%
AF
320
Allworth Financial
California
$8.48M -$3.93M -22,039 -32%
PCA
321
Pallas Capital Advisors
Massachusetts
$8.24M -$30.2K -170 -0.4%
RFS
322
Retirement Financial Solutions
Tennessee
$8.16M +$522K +2,927 +7%
XF
323
XML Financial
Maryland
$8.11M -$310K -1,739 -4%
PM
324
Precept Management
Texas
$8.05M +$8.05M +45,100 New
GIA
325
Gladstone Institutional Advisory
Florida
$8.04M -$1.9M -10,656 -19%