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iShares Russell 2000 ETF

1,908 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 684 increasing their positions, 736 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.42%
Holding in Top 10
169
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.58%
% of All Funds
2.69%
New
119
Increased
684
Reduced
736
Closed
142
Calls
$29.8B
Puts
$65.9B
Net Calls
-$36.1B
Net Calls Change
-$3.7B
Name Holding Trade Value Shares
Change
Shares
Change %
PTB
1251
Pioneer Trust Bank
Oregon
$545K -$530 -3 -0.1%
H
1252
HoyleCohen
California
$544K +$33.6K +190 +7%
AFC
1253
AFT Forsyth & Company
Florida
$543K -$12.4K -70 -2%
PMG
1254
ProVise Management Group
Florida
$543K -$56.7K -321 -9%
RPGK
1255
Retirement Planning Group (Kansas)
Kansas
$542K -$49K -277 -8%
ANBT
1256
American National Bank & Trust
Texas
$541K +$178K +1,005 +49%
MWM
1257
Mascoma Wealth Management
New Hampshire
$541K +$83.2K +471 +18%
MW
1258
Marcum Wealth
Ohio
$541K +$15.7K +89 +3%
SC
1259
SouthState Corp
Florida
$540K -$210K -1,186 -28%
TI
1260
Truepoint Inc
Ohio
$536K +$212K +1,202 +66%
RDFA
1261
Ritter Daniher Financial Advisory
Ohio
$535K +$4.42K +25 +0.8%
CFP
1262
Catalyst Financial Partners
Massachusetts
$531K +$531K +3,006 New
MCM
1263
Mengis Capital Management
Oregon
$530K -$177 -1 -0%
CFS
1264
CRA Financial Services
New Jersey
$530K -$10.1K -57 -2%
TC
1265
TAGStone Capital
North Carolina
$528K
WCG
1266
Weaver Consulting Group
California
$525K -$87.1K -493 -14%
EWA
1267
EverSource Wealth Advisors
Alabama
$525K +$162K +915 +45%
FRM
1268
Fox Run Management
Connecticut
$522K +$522K +2,955 New
CCP
1269
Clarkston Capital Partners
Michigan
$521K
PAM
1270
PVG Asset Management
Colorado
$520K +$90K +509 +21%
RWP
1271
RWA Wealth Partners
Massachusetts
$517K +$37.3K +211 +8%
PTC
1272
Philadelphia Trust Company
Pennsylvania
$516K -$13.3K -75 -3%
FM
1273
Family Management
New York
$516K
ACM
1274
Advisors Capital Management
New Jersey
$512K +$6.19K +35 +1%
JJBC
1275
James J. Burns & Company
New York
$509K +$8.84K +50 +2%