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iShares Russell 2000 ETF

1,896 hedge funds and large institutions have $52B invested in iShares Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 676 increasing their positions, 789 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
-81
Holders Change %
-4.1%
% of All Funds
30.35%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.86%
New
114
Increased
676
Reduced
789
Closed
153
Calls
$36.1B
Puts
$82B
Net Calls
-$45.9B
Net Calls Change
-$13.9B
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1126
Pure Financial Advisors
California
$669K -$81.4K -456 -11%
WA
1127
Wealth Architects
California
$667K +$3.75K +21 +0.6%
RWA
1128
Ropes Wealth Advisors
Massachusetts
$667K -$24.4K -137 -4%
G
1129
GenTrust
Florida
$666K
JHCP
1130
Jackson Hole Capital Partners
Oklahoma
$665K
PWM
1131
PRW Wealth Management
Massachusetts
$664K +$664K +3,789 New
SBIA
1132
Sheaff Brock Investment Advisors
Indiana
$661K +$357 +2 +0.1%
LFS
1133
Lutz Financial Services
Nebraska
$659K -$59.4K -333 -8%
CFFP
1134
Center for Financial Planning
Michigan
$657K
GCP
1135
Garda Capital Partners
Minnesota
$657K +$657K +3,680 New
NAM
1136
NorthCrest Asset Manangement
Minnesota
$655K +$58K +325 +10%
IGWM
1137
ICA Group Wealth Management
Colorado
$652K -$657K -3,684 -50%
IAA
1138
Independent Advisor Alliance
North Carolina
$652K -$1.78K -10 -0.3%
DBT
1139
Dubuque Bank & Trust
Iowa
$651K -$18.6K -104 -3%
NFSG
1140
Newbridge Financial Services Group
Florida
$648K
IIM
1141
Ironwood Investment Management
Massachusetts
$647K -$666K -3,735 -51%
H
1142
HoyleCohen
California
$647K +$178 +1 +0%
AWM
1143
AAF Wealth Management
Massachusetts
$647K -$64.2K -360 -9%
APW
1144
Acima Private Wealth
Virginia
$646K
CHA
1145
Cooper/Haims Advisors
New York
$646K -$22.3K -125 -3%
PMG
1146
ProVise Management Group
Florida
$640K -$137K -769 -18%
ALWM
1147
Andrews Lucia Wealth Management
California
$637K
BWM
1148
Baystate Wealth Management
Massachusetts
$636K +$18K +101 +3%
ZB
1149
Zions Bancorporation
Utah
$633K
FAM
1150
Flaharty Asset Management
Florida
$633K -$14.3K -80 -2%