IWM icon

iShares Russell 2000 ETF

1,908 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 684 increasing their positions, 736 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.42%
Holding in Top 10
169
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.58%
% of All Funds
2.69%
New
119
Increased
684
Reduced
736
Closed
142
Calls
$29.8B
Puts
$65.9B
Net Calls
-$36.1B
Net Calls Change
-$3.7B
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
676
Vision Capital Management
Oregon
$2.44M
PWA
677
Provenance Wealth Advisors
Florida
$2.43M +$2.43M +13,731 New
WP
678
WealthShield Partners
North Carolina
$2.43M +$236K +1,331 +11%
FCM
679
Firestone Capital Management
Florida
$2.42M -$3.71K -21 -0.2%
FIM
680
Fernwood Investment Management
Massachusetts
$2.42M -$18.4K -106 -0.8%
EWM
681
Evermay Wealth Management
Virginia
$2.41M -$11.9K -67 -0.5%
BFG
682
Bouchey Financial Group
New York
$2.41M +$86.3K +488 +4%
RWM
683
RKL Wealth Management
Pennsylvania
$2.41M -$27.4K -155 -1%
DTC
684
Davidson Trust Company
Washington
$2.39M -$884 -5 -0%
LWANC
685
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.36M +$74.2K +420 +3%
EVM
686
Evelyn V. Moreno
$2.34M
SC
687
Sykon Capital
New York
$2.34M +$2.34M +13,214 New
SSB
688
Sandy Spring Bank
Maryland
$2.33M -$61.5K -348 -3%
3IP
689
3Chopt Investment Partners
Virginia
$2.33M
FMWA
690
Forvis Mazars Wealth Advisors
Missouri
$2.32M -$33.1K -187 -1%
QCG
691
Quadrant Capital Group
Ohio
$2.32M +$120K +681 +5%
GL
692
Graypoint LLC
New York
$2.32M +$141K +800 +6%
CFGS
693
Concourse Financial Group Securities
Alabama
$2.31M +$1.64M +9,214 +241%
ACM
694
Alight Capital Management
New York
$2.3M -$1.24M -7,000 -35%
MFC
695
Mechanics Financial Corp
Ohio
$2.29M -$9.72K -55 -0.4%
CW
696
CreativeOne Wealth
Kansas
$2.29M -$2.45M -13,877 -52%
Vontobel Holding
697
Vontobel Holding
Switzerland
$2.28M -$2.66M -15,055 -54%
BAM
698
Berkshire Asset Management
Pennsylvania
$2.28M -$61.9K -350 -3%
PF
699
Parker Financial
Washington
$2.27M -$250K -1,412 -10%
ATWA
700
Arbor Trust Wealth Advisors
Michigan
$2.27M -$46.2K -260 -2%