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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 %
TFA
1126
Teamwork Financial Advisors
Texas
$1.13M +$1.13M +5,643 New
6F
1127
626 Financial
Michigan
$1.13M -$278K -1,387 -20%
Fisher Asset Management
1128
Fisher Asset Management
Washington
$1.13M +$111K +551 +11%
MW
1129
MBL Wealth
North Carolina
$1.13M -$12.6K -63 -1%
NCM
1130
Next Capital Management
New York
$1.12M -$203K -1,012 -15%
OWP
1131
Obermeyer Wealth Partners
Colorado
$1.12M
9WM
1132
9258 Wealth Management
Ohio
$1.12M -$102K -506 -8%
CWA
1133
Core Wealth Advisors
Florida
$1.11M +$3.01K +15 +0.3%
CWS
1134
Confluence Wealth Services
Pennsylvania
$1.1M +$421K +2,100 +62%
MRCM
1135
M&R Capital Management
New Jersey
$1.1M +$1.05M +5,230 +2,216%
SCM
1136
SOL Capital Management
Maryland
$1.1M -$26.1K -130 -2%
WIC
1137
Whitegate Investment Counselors
New Hampshire
$1.1M
EDRH
1138
Edmond de Rothschild Holding
Switzerland
$1.09M +$725K +3,610 +199%
GIM
1139
Grassi Investment Management
California
$1.09M +$1.09M +5,421 New
BFS
1140
Bare Financial Services
Pennsylvania
$1.09M +$1.09M +5,418 New
MMG
1141
Monetary Management Group
Missouri
$1.08M -$159K -790 -13%
CASB
1142
Cape Ann Savings Bank
Massachusetts
$1.08M -$206K -1,067 -16%
SC
1143
Stephenson & Company
California
$1.08M +$1.08M +5,389 New
BTI
1144
Blue Trust Inc
Georgia
$1.07M -$2.6M -14,738 -71%
FFS
1145
Founders Financial Securities
Maryland
$1.07M +$635K +3,163 +146%
SIM
1146
Stratos Investment Management
Ohio
$1.07M -$95.2K -474 -8%
CIA
1147
Compass Ion Advisors
Pennsylvania
$1.07M +$35.3K +176 +3%
JF
1148
JSF Financial
California
$1.06M -$10.2K -51 -1%
BCM
1149
Bienville Capital Management
New York
$1.06M +$662K +3,300 +165%
WP
1150
WealthShield Partners
North Carolina
$1.06M -$1.68M -8,366 -61%