IWM icon

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 %
ASC
1076
Atalanta Sosnoff Capital
New York
$1.28M +$337K +1,680 +36%
ETIA
1077
Epic Trust Investment Advisors
Washington
$1.27M +$33.7K +168 +3%
SHJ
1078
Sharkey, Howes & Javer
Colorado
$1.27M +$30.5K +152 +2%
CFIA
1079
Cantor Fitzgerald Investment Advisors
New York
$1.27M +$1.27M +6,306 New
MFG
1080
MidWestOne Financial Group
Iowa
$1.26M +$160K +795 +14%
IFPG
1081
Intrepid Financial Planning Group
Indiana
$1.26M -$45.8K -228 -3%
ACM
1082
Absolute Capital Management
Pennsylvania
$1.26M -$85.3K -425 -6%
SCM
1083
Saxony Capital Management
Missouri
$1.26M +$1.26M +6,267 New
WHG
1084
Westwood Holdings Group
Texas
$1.26M +$123K +614 +11%
SGCA
1085
Steel Grove Capital Advisors
Tennessee
$1.26M
SCA
1086
Stonebridge Capital Advisors
Minnesota
$1.25M -$48.6K -242 -4%
EL
1087
EQ LLC
Washington
$1.23M -$8.43K -42 -0.7%
VAS
1088
Vestmark Advisory Solutions
Massachusetts
$1.22M +$1.22M +6,096 New
SCM
1089
SCS Capital Management
Massachusetts
$1.22M
OR
1090
Olympiad Research
Connecticut
$1.22M +$758K +3,776 +164%
GKWIM
1091
Gerber Kawasaki Wealth & Investment Management
California
$1.21M -$247K -1,233 -17%
BWA
1092
Bordeaux Wealth Advisors
California
$1.21M -$110K -546 -8%
PS
1093
Principal Securities
Iowa
$1.21M +$1.21M +6,012 New
VA
1094
Verdad Advisers
Massachusetts
$1.2M +$1.2M +6,000 New
PGWM
1095
Parisi Gray Wealth Management
New Jersey
$1.2M +$103K +512 +9%
SCP
1096
Sender Company & Partners
New York
$1.2M +$1.2M +5,989 New
AWM
1097
Aprio Wealth Management
Georgia
$1.2M -$2.15M -10,723 -64%
EIG
1098
Ellenbecker Investment Group
Wisconsin
$1.2M +$4.21K +21 +0.4%
PO
1099
Private Ocean
California
$1.2M +$14K +70 +1%
PB
1100
Pinnacle Bancorp
Nebraska
$1.19M