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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 %
OFG
1001
Oxford Financial Group
Indiana
$1.55M +$106K +527 +7%
CIA
1002
Choate Investment Advisors
Massachusetts
$1.55M +$187K +934 +14%
HR
1003
Howe & Rusling
New York
$1.54M +$1.16M +5,778 +303%
SCA
1004
Sage Capital Advisors
South Dakota
$1.54M +$117K +585 +8%
FA
1005
Fermata Advisors
California
$1.53M -$27.5K -137 -2%
CWG
1006
Cornerstone Wealth Group
North Carolina
$1.53M +$3.21K +16 +0.2%
MIA
1007
MainStreet Investment Advisors
Illinois
$1.52M -$25.7K -128 -2%
STCOSD
1008
Sageworth Trust Company of South Dakota
South Dakota
$1.51M
AA
1009
Ancora Advisors
Ohio
$1.51M +$126K +626 +9%
DI
1010
DFPG Investments
Utah
$1.51M +$724K +3,726 +92%
CS
1011
Cannell & Spears
New York
$1.5M
MOS
1012
MGO One Seven
Ohio
$1.5M -$252K -1,257 -14%
LFAS
1013
Level Four Advisory Services
Texas
$1.5M +$147K +730 +11%
ITIM
1014
Indiana Trust & Investment Management
Indiana
$1.49M
OIA
1015
Optimum Investment Advisors
Illinois
$1.49M +$8.43K +42 +0.6%
JFGIW
1016
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M +$63.2K +315 +4%
OSAM
1017
O'Shaughnessy Asset Management
Connecticut
$1.49M +$85.9K +428 +6%
FGAM
1018
Financial Gravity Asset Management
Texas
$1.48M +$74.7K +630 +5%
RWMH
1019
Riverpoint Wealth Management Holdings
Illinois
$1.48M +$11.4K +57 +0.8%
PIM
1020
Penobscot Investment Management
Massachusetts
$1.48M +$427K +2,126 +41%
WPW
1021
Waldron Private Wealth
Pennsylvania
$1.48M -$492K -2,451 -25%
SCM
1022
Shapiro Capital Management
Georgia
$1.47M +$6.22K +31 +0.4%
CB
1023
Community Bank
New York
$1.47M +$27.3K +136 +2%
FFA
1024
Farther Finance Advisors
California
$1.47M +$1.1M +5,505 +306%
AA
1025
Alesco Advisors
New York
$1.46M -$179K -890 -11%