IWM icon

iShares Russell 2000 ETF

2,202 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 425 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,202
Holders Change
+294
Holders Change %
+15.41%
% of All Funds
32.28%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
425
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 %
Financial Engines Advisors
426
Financial Engines Advisors
California
$8.03M +$4.37M +21,768 +119%
IFO
427
Independent Family Office
New York
$8.02M -$180K -896 -2%
RSVP
428
Ramsay Stattman Vela & Price
Colorado
$7.99M -$64K -319 -0.8%
HCM
429
Howard Capital Management
Georgia
$7.97M +$156K +779 +2%
NL
430
NEPC LLC
Massachusetts
$7.89M
B
431
Bailard
California
$7.83M +$28.1K +140 +0.4%
CANC
432
Culbertson A N & Co
Virginia
$7.77M +$183K +913 +2%
PAM
433
Palisade Asset Management
Minnesota
$7.74M -$31.3K -156 -0.4%
CWM
434
Connecticut Wealth Management
Connecticut
$7.69M +$385K +1,916 +5%
JIR
435
James Investment Research
Ohio
$7.67M +$1.21M +6,044 +19%
PFS
436
Prospera Financial Services
Texas
$7.67M -$1.49M -7,400 -16%
CFO
437
Callan Family Office
Pennsylvania
$7.65M -$529K -2,636 -6%
JAM
438
JCIC Asset Management
Ontario, Canada
$7.65M -$27.5K -137 -0.4%
Arrowstreet Capital
439
Arrowstreet Capital
Massachusetts
$7.63M +$716K +3,568 +10%
RWB
440
RMR Wealth Builders
New Jersey
$7.62M -$511K -2,546 -6%
CCM
441
Coldstream Capital Management
Washington
$7.57M -$315K -1,569 -4%
WF
442
Welch & Forbes
Massachusetts
$7.56M -$11.6M -57,931 -61%
ATPW
443
Ashton Thomas Private Wealth
Arizona
$7.54M +$140K +696 +2%
MA
444
Marquette Associates
Illinois
$7.5M +$7.5M +8,544 New
AWE
445
Avidian Wealth Enterprises
Texas
$7.49M +$28.7K +143 +0.4%
PCWA
446
Pacific Capital Wealth Advisors
California
$7.48M -$49K -244 -0.7%
BPWM
447
Badgley Phelps Wealth Managers
Washington
$7.47M +$1.26M +6,278 +20%
IAS
448
Insigneo Advisory Services
Florida
$7.41M +$946K +4,715 +15%
CFO
449
Capitol Family Office
Oregon
$7.34M +$75.7K +377 +1%
SFS
450
Sowell Financial Services
Arkansas
$7.25M -$525K -2,615 -7%