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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 %
MFG
926
Midwest Financial Group
Kansas
$1.82M +$76.5K +381 +4%
KWM
927
Kaydan Wealth Management
Michigan
$1.81M +$103K +511 +6%
RTL
928
Red Tortoise LLC
Georgia
$1.81M -$101K -505 -5%
RWG
929
Regal Wealth Group
California
$1.8M
PWM
930
Power Wealth Management
Georgia
$1.8M +$1.8M +8,982 New
SIA
931
Schechter Investment Advisors
Michigan
$1.8M +$47.2K +235 +3%
HCM
932
Hollencrest Capital Management
California
$1.8M +$22.1K +110 +1%
PCM
933
Penn Capital Management
Pennsylvania
$1.8M +$1.06M +5,278 +143%
FCA
934
Fortis Capital Advisors
Kansas
$1.8M +$1.39M +6,923 +340%
RA
935
RFG Advisory
Alabama
$1.8M +$683K +3,401 +61%
HPC
936
HM Payson & Co
Maine
$1.79M -$1.72M -8,559 -49%
SFA
937
Seneca Financial Advisors
New York
$1.78M -$7.63K -38 -0.4%
CG
938
Caprock Group
Idaho
$1.78M +$3.21K +16 +0.2%
LFP
939
Lakeshore Financial Planning
Michigan
$1.78M -$191K -954 -10%
B
940
Bensler
Washington
$1.78M +$1.61K +8 +0.1%
AO
941
Advisor OS
Illinois
$1.78M +$16.3K +81 +0.9%
MBT
942
Montecito Bank & Trust
California
$1.78M -$82.3K -410 -4%
TVAMP
943
Tennessee Valley Asset Management Partners
Tennessee
$1.77M +$1.53M +7,624 +632%
BWM
944
BigSur Wealth Management
Florida
$1.77M +$261K +1,300 +17%
EAM
945
Evanson Asset Management
California
$1.76M -$36.5K -182 -2%
GAM
946
GEM Asset Management
Michigan
$1.75M +$71.9K +358 +4%
WCF
947
West Coast Financial
California
$1.74M +$297K +1,480 +21%
MA
948
MONECO Advisors
Connecticut
$1.73M -$77.1K -384 -4%
CI
949
CX Institutional
Indiana
$1.73M -$2.08M -10,351 -55%
DIP
950
Davis Investment Partners
North Carolina
$1.72M +$74.8K +386 +5%