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 %
CCA
501
Cobblestone Capital Advisors
New York
$6.03M -$162K -808 -3%
GIA
502
Gladstone Institutional Advisory
Florida
$6M +$727K +3,620 +14%
IC
503
IEQ Capital
California
$5.98M -$602K -2,998 -9%
CPIG
504
Chicago Partners Investment Group
Illinois
$5.98M -$160K -825 -3%
SPW
505
Surience Private Wealth
Washington
$5.95M +$5.95M +29,661 New
CSPIA
506
Cary Street Partners Investment Advisory
Virginia
$5.93M +$1.35M +6,742 +30%
CA
507
Cornerstone Advisory
Maryland
$5.87M +$5.53M +27,538 +1,611%
MCCA
508
Mill Creek Capital Advisors
Pennsylvania
$5.86M +$25.3K +126 +0.4%
KPWS
509
Kestra Private Wealth Services
Texas
$5.86M +$969K +4,830 +20%
RAG
510
RIA Advisory Group
Iowa
$5.83M +$5.83M +58,952 New
AIM
511
Aspen Investment Management
Michigan
$5.83M +$215K +1,070 +4%
BCWM
512
Bartlett & Co Wealth Management
Ohio
$5.82M +$399K +1,956 +7%
BC
513
Bartlett & Co
Ohio
$5.82M +$399K +1,956 +7%
GWM
514
Geneos Wealth Management
Colorado
$5.8M -$3.03M -15,086 -34%
RPC
515
Rossmore Private Capital
Connecticut
$5.78M -$64.5K -321 -1%
FPCP
516
Fort Point Capital Partners
California
$5.77M -$88.1K -439 -2%
EWA
517
Exencial Wealth Advisors
Oklahoma
$5.76M +$463K +2,306 +9%
NEPWA
518
New England Private Wealth Advisors
Massachusetts
$5.72M +$37.1K +185 +0.7%
BFM
519
Boston Financial Management
Massachusetts
$5.7M -$144K -719 -2%
FNFDCM
520
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.69M -$69.6K -347 -1%
CCM
521
Cinctive Capital Management
New York
$5.69M +$5.69M +28,329 New
SWRP
522
Summit Wealth & Retirement Planning
California
$5.67M -$225K -1,122 -4%
BPC
523
Banque Pictet & Cie
Switzerland
$5.65M -$2.74M -13,645 -33%
FSC
524
Full Sail Capital
Oklahoma
$5.64M -$258K -1,286 -4%
NSIM
525
North Star Investment Management
Illinois
$5.63M +$211K +1,052 +4%