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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 %
AF
751
Alerus Financial
North Dakota
$2.86M +$2.13M +10,633 +292%
AIFAIM
752
American Institute for Advanced Investment Management
Arizona
$2.86M -$297K -1,478 -9%
LWM
753
Lyell Wealth Management
California
$2.84M +$57.8K +288 +2%
SIC
754
Salem Investment Counselors
North Carolina
$2.84M -$20.1K -100 -0.7%
FB
755
Fulton Bank
Pennsylvania
$2.84M +$469K +2,336 +20%
IFWM
756
Institute for Wealth Management
Colorado
$2.84M +$276K +1,374 +11%
AGC
757
Alden Global Capital
Florida
$2.82M +$2.82M +14,028 New
AP
758
Americana Partners
Texas
$2.81M
CCM
759
Campbell Capital Management
Florida
$2.81M +$2.81M +14,000 New
PWA
760
Provenance Wealth Advisors
Florida
$2.81M +$50.6K +252 +2%
WCFA
761
Walkner Condon Financial Advisors
Wisconsin
$2.78M +$14.5K +72 +0.5%
QCG
762
Quadrant Capital Group
Ohio
$2.78M +$146K +727 +6%
FCM
763
Firestone Capital Management
Florida
$2.78M +$27.7K +138 +1%
NEAM
764
New England Asset Management
Connecticut
$2.77M +$301K +1,500 +12%
BFG
765
Bouchey Financial Group
New York
$2.76M +$26.1K +130 +1%
ESB
766
Essex Savings Bank
Connecticut
$2.76M +$894K +4,452 +48%
SOW
767
State of Wyoming
Wyoming
$2.75M +$1.16M +5,800 +73%
OA
768
Operose Advisors
Wisconsin
$2.75M +$285K +1,419 +12%
SSB
769
Sandy Spring Bank
Maryland
$2.75M +$96.9K +483 +4%
PFMU
770
Privium Fund Management (UK)
United Kingdom
$2.74M +$2.74M +13,750 New
FIM
771
Fernwood Investment Management
Massachusetts
$2.74M -$1.98K -10 -0.1%
VCM
772
Vision Capital Management
Oregon
$2.74M -$29.3K -146 -1%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$2.73M +$278K +1,383 +11%
NSCM
774
New South Capital Management
Tennessee
$2.71M +$2.71M +13,500 New
EWM
775
Evermay Wealth Management
Virginia
$2.7M -$15.9K -79 -0.6%