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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 %
CFG
1101
Cosner Financial Group
Colorado
$1.19M +$282K +1,418 +31%
FBFS
1102
First Business Financial Services
Wisconsin
$1.19M
SBIA
1103
Sheaff Brock Investment Advisors
Indiana
$1.19M +$482K +2,403 +69%
TWP
1104
Tyche Wealth Partners
Texas
$1.18M +$1.18M +5,903 New
MBTD
1105
Mechanics Bank - Trust Department
California
$1.18M +$350K +1,742 +42%
WCM
1106
Washington Capital Management
Washington
$1.18M +$792K +3,945 +202%
UFF
1107
USA Financial Formulas
Michigan
$1.18M +$764K +3,808 +185%
SFS
1108
Summit Financial Strategies
Ohio
$1.18M -$29.9K -149 -2%
EP
1109
Edgestream Partners
New Jersey
$1.18M -$766K -3,814 -39%
MFF
1110
Mango Five Family
Nevada
$1.17M +$1.17M +5,843 New
VCM
1111
Vivaldi Capital Management
Illinois
$1.17M -$46.1K -237 -4%
MCM
1112
Mainstay Capital Management
Michigan
$1.17M +$152K +759 +15%
AMCA
1113
Arthur M. Cohen & Associates
Illinois
$1.17M -$65.6K -327 -5%
FNB
1114
Farmers National Bank
Kentucky
$1.16M -$57.6K -287 -5%
TCA
1115
Transcend Capital Advisors
New Jersey
$1.16M +$476K +2,370 +69%
CPA
1116
Cardiff Park Advisors
California
$1.16M +$111K +551 +11%
1WM
1117
1900 Wealth Management
Texas
$1.16M -$230K -1,148 -17%
HWA
1118
Heritage Wealth Advisors
Virginia
$1.16M +$5.62K +28 +0.5%
CCM
1119
Colorado Capital Management
Colorado
$1.16M -$78.7K -392 -6%
VP
1120
Verum Partners
North Carolina
$1.15M -$40.1K -200 -3%
IB
1121
Intrust Bank
Kansas
$1.15M
TCBWMS
1122
Texas Capital Bank Wealth Management Services
Texas
$1.14M -$15.4M -76,656 -93%
TIM
1123
Tortoise Investment Management
New York
$1.14M -$42.6K -212 -4%
BWCS
1124
Beirne Wealth Consulting Services
Connecticut
$1.14M +$1.14M +5,656 New
BFW
1125
Brady Family Wealth
Missouri
$1.13M +$5.42K +27 +0.5%