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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 %
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M -$270K -1,347 -2%
CFS
302
Commonwealth Financial Services
West Virginia
$13.5M +$5.64M +28,110 +72%
BF
303
BOK Financial
Oklahoma
$13.5M +$1.92M +9,568 +17%
PIC
304
Platt Investment Counsel
Florida
$13.4M -$3.07M -15,303 -19%
LNC
305
Lincoln National Corp
Pennsylvania
$13.4M +$138K +686 +1%
FLPIM
306
F.L. Putnam Investment Management
Massachusetts
$13.4M -$112K -556 -0.8%
SC
307
Sierra Capital
Florida
$13.2M +$32.5K +162 +0.2%
Pictet Asset Management
308
Pictet Asset Management
Switzerland
$13.2M +$13.2M +66,000 New
UCFA
309
United Capital Financial Advisors
Texas
$13.2M -$1.91M -9,527 -13%
SIC
310
Sigma Investment Counselors
Michigan
$13.2M -$297K -1,482 -2%
AI
311
Atom Investors
Texas
$13M -$4.99M -24,864 -28%
IFAM
312
Institutional & Family Asset Management
Colorado
$13M -$1.51M -7,548 -10%
SI
313
Stephens Inc
Arkansas
$13M +$193K +961 +2%
SW
314
SteelPeak Wealth
California
$12.8M -$1.41M -7,047 -10%
LCM
315
LCM Capital Management
Illinois
$12.7M +$422K +2,105 +3%
MFIM
316
Mesirow Financial Investment Management
Illinois
$12.7M +$12.7M +84,496 New
MWM
317
Meridian Wealth Management
Kentucky
$12.7M -$12.6M -62,627 -50%
SWPG
318
Strategic Wealth Partners Group
Illinois
$12.7M -$152K -758 -1%
MCM
319
Manchester Capital Management
Vermont
$12.6M +$2.9M +14,448 +30%
CCM
320
Copeland Capital Management
Pennsylvania
$12.6M +$10.6M +52,667 +530%
TAM
321
Titleist Asset Management
Texas
$12.5M +$441K +2,195 +4%
MA
322
MCF Advisors
Kentucky
$12.5M +$258K +1,287 +2%
BAM
323
Belpointe Asset Management
Nevada
$12.4M +$1.25M +6,245 +11%
CI
324
Conning Inc
Connecticut
$12.4M
DCM
325
Dimension Capital Management
Florida
$12.3M -$3.43M -17,077 -22%