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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 %
HTC
801
Haverford Trust Company
Pennsylvania
$1.64M -$433K -2,451 -21%
MBT
802
Montecito Bank & Trust
California
$1.64M +$105K +595 +7%
PBF
803
Petix & Botte Financial
California
$1.63M +$6.19K +35 +0.4%
JGIA
804
Jackson Grant Investment Advisers
Connecticut
$1.63M -$11.5K -65 -0.7%
DFC
805
DBK Financial Counsel
Ohio
$1.62M +$87.7K +496 +6%
AWA
806
Arete Wealth Advisors
Illinois
$1.62M -$2.24M -12,701 -58%
GEA
807
Glen Eagle Advisors
New Jersey
$1.61M -$24.7K -140 -2%
HIA
808
Harbor Investment Advisory
Maryland
$1.61M -$6.19K -35 -0.4%
CFA
809
Cahill Financial Advisors
Minnesota
$1.61M +$32.5K +184 +2%
MA
810
MONECO Advisors
Connecticut
$1.59M -$69.6K -394 -4%
NP
811
NorthRock Partners
Minnesota
$1.58M +$236K +1,336 +18%
EAM
812
Evanson Asset Management
California
$1.58M -$3K -17 -0.2%
SFA
813
Seneca Financial Advisors
New York
$1.58M -$13.3K -75 -0.8%
CG
814
Caprock Group
Idaho
$1.58M -$1.6K -9 -0.1%
B
815
Bensler
Washington
$1.57M -$530 -3 -0%
VA
816
Valmark Advisers
Ohio
$1.57M -$78.1K -442 -5%
HCM
817
Hollencrest Capital Management
California
$1.56M -$3.54K -20 -0.2%
CWM
818
Cornerstone Wealth Management
Missouri
$1.56M +$108K +609 +7%
AO
819
Advisor OS
Illinois
$1.55M +$353 +2 +0%
MOS
820
MGO One Seven
Ohio
$1.54M +$462K +2,612 +43%
SIA
821
Schechter Investment Advisors
Michigan
$1.54M +$70.7K +400 +5%
BHB
822
Bank Hapoalim BM
Israel
$1.54M -$692K -3,914 -31%
GC
823
Garde Capital
Washington
$1.54M +$137K +774 +10%
MFG
824
Midwest Financial Group
Kansas
$1.53M +$72.1K +408 +5%
WEG
825
World Equity Group
Illinois
$1.52M +$879K +4,974 +137%