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 %
BCM
676
Brookstone Capital Management
Illinois
$3.56M +$1.6M +7,983 +82%
TCA
677
Trifecta Capital Advisors
Illinois
$3.56M -$25.1K -125 -0.7%
IA
678
IFG Advisory
Georgia
$3.56M +$399K +1,988 +13%
Vontobel Holding
679
Vontobel Holding
Switzerland
$3.54M +$951K +4,738 +37%
Lazard Asset Management
680
Lazard Asset Management
New York
$3.54M +$2.22M +11,083 +169%
PAM
681
Peak Asset Management
Colorado
$3.53M
SAM
682
Silvercrest Asset Management
New York
$3.52M -$2.71M -13,496 -44%
HIP
683
HUB Investment Partners
Texas
$3.51M +$1.56M +7,760 +80%
CA
684
Claro Advisors
Massachusetts
$3.49M +$179K +894 +5%
AGAM
685
Audent Global Asset Management
California
$3.48M -$154K -766 -4%
KCPG
686
Kavar Capital Partners Group
Kansas
$3.48M +$1.75M +8,725 +102%
VC
687
Veracity Capital
Georgia
$3.47M -$170K -847 -5%
SFG
688
Summit Financial Group
West Virginia
$3.47M +$1.04M +5,172 +43%
KWM
689
Keebeck Wealth Management
Illinois
$3.46M -$57.6K -287 -2%
CWM
690
Cranbrook Wealth Management
Michigan
$3.45M +$12.2K +61 +0.4%
CIC
691
Carnegie Investment Counsel
Ohio
$3.44M -$61.8K -308 -2%
AIC
692
Ayalon Insurance Company
Israel
$3.43M +$2.56M +12,760 +296%
AMI
693
Amica Mutual Insurance
Rhode Island
$3.43M +$3.43M +17,067 New
RCAG
694
Rehmann Capital Advisory Group
Michigan
$3.42M -$116K -577 -3%
CGPCS
695
Capital Group Private Client Services
California
$3.4M +$959K +4,779 +39%
Principal Financial Group
696
Principal Financial Group
Iowa
$3.39M -$17.7K -88 -0.5%
GW
697
GW & Wade
Massachusetts
$3.33M -$125K -621 -4%
BWFA
698
Baltimore-Washington Financial Advisors
Maryland
$3.32M +$56.6K +282 +2%
Nomura Asset Management
699
Nomura Asset Management
Japan
$3.31M
AG
700
Algert Global
California
$3.29M +$3.29M +16,399 New