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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 %
CCT
701
Chemung Canal Trust
New York
$3.27M -$244K -1,218 -7%
TWP
702
TFO Wealth Partners
Ohio
$3.25M +$71.1K +354 +2%
HFP
703
Holistic Financial Partners
Indiana
$3.25M -$18.3K -91 -0.6%
MFA
704
Mayflower Financial Advisors
Massachusetts
$3.23M -$94.3K -470 -3%
TCOTS
705
Trust Company of the South
North Carolina
$3.23M +$3.23M +16,089 New
PWG
706
Private Wealth Group
Florida
$3.22M -$45.2K -225 -1%
DIP
707
DT Investment Partners
Pennsylvania
$3.22M +$237K +1,200 +8%
FPTW
708
Franklin, Parlapiano, Turner & Welch
Texas
$3.21M
BCI
709
Brinker Capital Investments
Pennsylvania
$3.19M +$181K +922 +6%
OPS
710
Orion Portfolio Solutions
Nebraska
$3.19M +$181K +922 +6%
WWM
711
Western Wealth Management
Colorado
$3.17M +$57.4K +286 +2%
CWC
712
Carolinas Wealth Consulting
North Carolina
$3.14M +$6.82K +34 +0.2%
BIAS
713
Beacon Investment Advisory Services
New Jersey
$3.13M -$8.23K -41 -0.3%
OIA
714
OneDigital Investment Advisors
Kansas
$3.13M -$712K -3,549 -19%
RG
715
Rathbones Group
United Kingdom
$3.12M -$42.1K -210 -1%
LIA
716
LSP Investment Advisors
New York
$3.11M
AP
717
Adero Partners
California
$3.1M -$6.22K -31 -0.2%
AIM
718
Acropolis Investment Management
Missouri
$3.09M +$59.6K +297 +2%
BAM
719
Berkshire Asset Management
Pennsylvania
$3.08M +$494K +2,459 +19%
SPFA
720
Summit Place Financial Advisors
New Jersey
$3.07M -$356K -1,775 -10%
ERWM
721
Elk River Wealth Management
Colorado
$3.07M +$2.21M +11,029 +259%
AAS
722
Ameritas Advisory Services
Nebraska
$3.06M +$6.25K +31 +0.2%
EIP
723
Easterly Investment Partners
Massachusetts
$3.05M -$5.02M -25,000 -62%
HIA
724
Harbor Investment Advisory
Maryland
$3.04M +$1.22M +6,063 +67%
FCH
725
Freestone Capital Holdings
Washington
$3.03M +$40.7K +203 +1%