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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 %
PAG
776
Private Advisory Group
Washington
$1.75M +$147K +833 +9%
OCG
777
Opus Capital Group
Ohio
$1.74M -$8.84K -50 -0.5%
WPW
778
Waldron Private Wealth
Pennsylvania
$1.74M -$284K -1,600 -14%
LFP
779
Lakeshore Financial Planning
Michigan
$1.74M +$1.74M +9,840 New
TFGT
780
TS Financial Group (TSFG)
Illinois
$1.74M +$33.9K +192 +2%
RIA
781
Regal Investment Advisors
Michigan
$1.73M -$392K -2,217 -18%
OPWM
782
Oakwell Private Wealth Management
Texas
$1.72M
WP
783
Westmount Partners
California
$1.72M +$28.5K +161 +2%
HIP
784
HUB Investment Partners
Texas
$1.72M -$2.34M -13,240 -58%
EP
785
Edgestream Partners
New Jersey
$1.71M +$1.21M +6,824 +240%
AIM
786
Athena Investment Management
California
$1.7M
SS
787
Sunbelt Securities
Texas
$1.7M +$30.6K +173 +2%
AFP
788
Alpha Financial Partners
Kentucky
$1.69M +$265K +1,498 +19%
RTL
789
Red Tortoise LLC
Georgia
$1.68M -$1.41K -8 -0.1%
NB
790
Nicolet Bankshares
Wisconsin
$1.68M -$85.5K -484 -5%
PCMK
791
Paragon Capital Management (Kansas)
Kansas
$1.66M -$1.77K -10 -0.1%
SB
792
Sunflower Bank
Texas
$1.66M -$55.9K -316 -3%
RWPA
793
Richard W. Paul & Associates
Michigan
$1.66M +$1.63M +9,235 +7,104%
CAAM
794
Cornerstone Advisors Asset Management
Pennsylvania
$1.65M +$53.6K +303 +3%
CCA
795
Childress Capital Advisors
Texas
$1.65M +$531K +3,007 +48%
BCM
796
Brookstone Capital Management
Illinois
$1.65M -$1.13M -6,686 -41%
RWG
797
Regal Wealth Group
California
$1.64M -$1.77K -10 -0.1%
NRC
798
New Republic Capital
North Carolina
$1.64M -$27.9K -158 -2%
ESB
799
Essex Savings Bank
Connecticut
$1.64M +$14.7K +83 +0.9%
MWM
800
Mission Wealth Management
California
$1.64M +$196K +1,111 +14%