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iShares Russell 2000 ETF

1,849 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 710 increasing their positions, 751 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,849
Holders Change
-80
Holders Change %
-4.15%
% of All Funds
31.26%
Holding in Top 10
194
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.73%
% of All Funds
3.28%
New
120
Increased
710
Reduced
751
Closed
177
Calls
$20.6B
Puts
$53.2B
Net Calls
-$32.6B
Net Calls Change
+$791M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
401
Lido Advisors
California
$5.61M -$413K -2,441 -7%
BFM
402
Boston Financial Management
Massachusetts
$5.6M -$112K -663 -2%
CAM
403
Carret Asset Management
New York
$5.6M +$43.2K +255 +0.8%
HIP
404
HUB Investment Partners
Texas
$5.57M +$3.13M +18,487 +128%
CIA
405
Caerus Investment Advisors
Texas
$5.55M -$193K -1,142 -3%
SWM
406
Southern Wealth Management
Texas
$5.54M +$379K +2,237 +7%
NB
407
NBT Bank
New York
$5.46M +$21K +124 +0.4%
FLPIM
408
F.L. Putnam Investment Management
Massachusetts
$5.43M -$22.9K -135 -0.4%
CCFCSB
409
Cape Cod Five Cents Savings Bank
Massachusetts
$5.42M -$88.7K -524 -2%
HW
410
Hancock Whitney
Mississippi
$5.41M -$328K -1,936 -6%
PFS
411
Prospera Financial Services
Texas
$5.41M -$125K -737 -2%
BFWA
412
Benchmark Financial Wealth Advisors
Florida
$5.38M +$620K +3,662 +13%
WWM
413
Western Wealth Management
Colorado
$5.38M +$204K +1,197 +4%
KA
414
Klingman & Associates
New York
$5.34M -$9.82K -58 -0.2%
CW
415
Connectus Wealth
Ohio
$5.34M +$2.63M +15,537 +97%
ZCM
416
Ziegler Capital Management
Illinois
$5.32M +$1.97M +11,629 +59%
PWMAG
417
Pinnacle Wealth Management Advisory Group
New Jersey
$5.3M +$74.7K +441 +1%
BP
418
Ballentine Partners
Massachusetts
$5.27M -$18.8K -111 -0.4%
AC
419
Addenda Capital
Quebec, Canada
$5.27M +$322K +1,900 +7%
YIA
420
YHB Investment Advisors
Connecticut
$5.27M +$8.47K +50 +0.2%
Arrowstreet Capital
421
Arrowstreet Capital
Massachusetts
$5.26M +$409K +2,416 +8%
WJWM
422
Williams Jones Wealth Management
New York
$5.24M -$179K -1,056 -3%
NEGWA
423
New England Guild Wealth Advisors
Connecticut
$5.22M -$960K -5,666 -16%
FFA
424
First Foundation Advisors
California
$5.19M +$3.28M +19,348 +172%
PWM
425
Perigon Wealth Management
California
$5.19M -$632K -3,733 -11%