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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 %
CCB
526
Country Club Bank
Missouri
$5.6M +$351K +1,720 +7%
LIP
527
Lighthouse Investment Partners
Florida
$5.58M -$2.44M -12,180 -30%
CRC
528
Curi RMB Capital
Illinois
$5.58M +$407K +2,029 +8%
PCIG
529
Partners Capital Investment Group
Massachusetts
$5.58M +$2.02M +10,069 +57%
WJWM
530
Williams Jones Wealth Management
New York
$5.56M -$438K -2,180 -7%
LL
531
LPWM LLC
Minnesota
$5.54M +$168K +868 +3%
BFWA
532
Benchmark Financial Wealth Advisors
Florida
$5.54M -$109K -542 -2%
SCM
533
Stordahl Capital Management
Colorado
$5.54M +$3.01K +15 +0.1%
CCFM
534
Clear Creek Financial Management
Washington
$5.54M -$1.09M -5,417 -16%
Qube Research & Technologies (QRT)
535
Qube Research & Technologies (QRT)
United Kingdom
$5.53M +$5.53M +27,547 New
AG
536
AlTi Global
New York
$5.52M +$5.52M +27,488 New
PCA
537
Peddock Capital Advisors
Massachusetts
$5.52M +$178K +889 +3%
CBB
538
Citizens Business Bank
California
$5.49M +$335K +1,671 +7%
FA
539
Flagstar Advisors
New York
$5.47M +$454K +2,263 +9%
VVP
540
Venture Visionary Partners
Ohio
$5.47M +$646K +3,219 +13%
AMG
541
Advisors Management Group
Wisconsin
$5.42M -$46.8K -233 -0.9%
TCM
542
Triumph Capital Management
Colorado
$5.37M +$822K +4,093 +18%
BAWM
543
Bennett Associates Wealth Management
Pennsylvania
$5.37M +$5.37M +26,760 New
TFCP
544
Twin Focus Capital Partners
Massachusetts
$5.37M -$3.41K -17 -0.1%
CI
545
Chartist Inc
California
$5.33M -$122K -606 -2%
UWM
546
USAdvisors Wealth Management
Minnesota
$5.3M +$2.12M +10,549 +67%
VCM
547
Verger Capital Management
North Carolina
$5.28M +$2.41M +12,027 +84%
GCM
548
Graham Capital Management
Connecticut
$5.22M +$5.22M +26,000 New
PIAS
549
PCA Investment Advisory Services
Ohio
$5.21M +$5.21M +25,962 New
OC
550
Oppenheimer & Co
New York
$5.2M +$121K +604 +2%