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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 %
Polen Capital Management
551
Polen Capital Management
Florida
$5.17M +$5.17M +1,774 New
ECM
552
Evergreen Capital Management
Washington
$5.17M +$766K +3,817 +17%
CFA
553
Capstone Financial Advisors
Illinois
$5.15M -$181K -903 -3%
GCM
554
Ghisallo Capital Management
Massachusetts
$5.14M +$5.14M +25,625 New
WAG
555
Winthrop Advisory Group
Massachusetts
$5.11M +$4.44M +16,218 +664%
BBP
556
Banco BTG Pactual
Brazil
$5.11M +$5.11M +25,030 New
AWC
557
Abundance Wealth Counselors
Pennsylvania
$5.11M -$194K -966 -4%
DWT
558
Dorsey & Whitney Trust
South Dakota
$5.07M +$867K +4,321 +21%
PCM
559
Prelude Capital Management
New York
$5.05M +$4.01M +19,979 +384%
BMM
560
Berkshire Money Management
Massachusetts
$5.05M -$17.1M -85,216 -77%
Fuller & Thaler Asset Management
561
Fuller & Thaler Asset Management
California
$5.05M +$3.49M +17,387 +224%
AP
562
Appleton Partners
Massachusetts
$5.05M -$271K -1,348 -5%
YIA
563
YHB Investment Advisors
Connecticut
$4.99M -$875K -4,360 -15%
AWA
564
Arkadios Wealth Advisors
Georgia
$4.98M +$3.27M +16,299 +191%
AC
565
Addenda Capital
Quebec, Canada
$4.96M -$672K -3,350 -12%
New York State Common Retirement Fund
566
New York State Common Retirement Fund
New York
$4.93M -$511K -2,545 -9%
HIF
567
Hill Island Financial
Michigan
$4.93M +$182K +907 +4%
RCMC
568
RK Capital Management (Colorado)
Colorado
$4.92M +$4.92M +24,500 New
LSIA
569
LaSalle St. Investment Advisors
Illinois
$4.92M -$4.02K -2 -0.1%
HI
570
HBK Investments
Texas
$4.83M +$4.83M +24,083 New
CH
571
Canton Hathaway
Rhode Island
$4.82M
LSAG
572
Lake Street Advisors Group
New Hampshire
$4.82M +$414K +2,065 +9%
MCM
573
MV Capital Management
Maryland
$4.81M -$129K -644 -3%
ACP
574
Aveo Capital Partners
Colorado
$4.8M +$4.8M +23,926 New
SIM
575
Strategic Investment Management
Virginia
$4.79M -$2.3M -11,750 -32%