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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 %
RIL
1051
Rothschild Investment LLC
Illinois
$1.36M -$112K -556 -8%
BAM
1052
Bosun Asset Management
Illinois
$1.35M -$1.04M -5,159 -43%
FWM
1053
Fonville Wealth Management
Virginia
$1.35M +$1.35M +6,734 New
KWS
1054
Keystone Wealth Services
California
$1.35M -$252K -1,255 -16%
ACS
1055
Archford Capital Strategies
Illinois
$1.34M +$64K +319 +5%
MC
1056
Middleton & Co
Massachusetts
$1.34M -$160K -796 -11%
AWM
1057
Activest Wealth Management
Florida
$1.34M +$50.6K +252 +4%
IA
1058
IFG Advisors
Missouri
$1.34M +$155K +771 +13%
SWM
1059
SigFig Wealth Management
California
$1.33M +$73.1K +364 +6%
DI
1060
Disciplined Investments
Oklahoma
$1.33M -$77.1K -384 -5%
SRC
1061
Sage Rhino Capital
California
$1.33M -$13K -65 -1%
HSA
1062
HBK Sorce Advisory
Pennsylvania
$1.32M -$113K -561 -8%
CCG
1063
Cypress Capital Group
Florida
$1.32M -$137K -684 -9%
OPCM
1064
Osborne Partners Capital Management
California
$1.32M +$37.1K +185 +3%
EFS
1065
Essex Financial Services
Connecticut
$1.31M -$47K -234 -3%
DDPIC
1066
Deroy & Devereaux Private Investment Counsel
Michigan
$1.31M +$25.1K +125 +2%
AIM
1067
Allen Investment Management
New York
$1.3M
BMWM
1068
Brown Miller Wealth Management
Virginia
$1.3M +$58K +289 +5%
NCM
1069
NCM Capital Management
New Jersey
$1.3M
LWM
1070
Lionsbridge Wealth Management
Florida
$1.3M +$472K +2,351 +57%
HF
1071
Halpern Financial
Virginia
$1.3M -$172K -888 -12%
RZH
1072
Relyea Zuckerberg Hanson
Connecticut
$1.3M -$84.7K -422 -6%
PSA
1073
Plum Street Advisors
Louisiana
$1.28M +$1.28M +6,397 New
LAM
1074
Lifestyle Asset Management
Texas
$1.28M -$14.5M -72,425 -92%
BFO
1075
Boston Family Office
Massachusetts
$1.28M +$55.2K +275 +4%