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 %
LW
1326
Linscomb Wealth
Texas
$727K -$106K -530 -13%
CTA
1327
Colonial Trust Advisors
South Carolina
$726K +$7.03K +35 +1%
LFS
1328
Lutz Financial Services
Nebraska
$725K -$16.3K -81 -2%
MPW
1329
Monterey Private Wealth
California
$724K -$1K -5 -0.1%
DP
1330
Denver PWM
Colorado
$722K +$178K +915 +33%
NAM
1331
NorthCrest Asset Manangement
Minnesota
$722K -$37.7K -188 -5%
G
1332
GenTrust
Florida
$720K
SAI
1333
Savvy Advisors Inc
New York
$718K +$718K +3,579 New
ALWM
1334
Andrews Lucia Wealth Management
California
$717K
WC
1335
Waterloo Capital
Texas
$715K +$247K +1,231 +53%
WIC
1336
Woodmont Investment Counsel
Tennessee
$715K +$46K +229 +7%
TAM
1337
Townsend Asset Management
North Carolina
$713K +$3.61K +18 +0.5%
AFG
1338
ABLE Financial Group
Arizona
$713K +$713K +3,551 New
WP
1339
WealthPLAN Partners
Nebraska
$711K +$711K +3,542 New
IPAM
1340
Investment Partners Asset Management
New Jersey
$711K +$711K +3,541 New
SFG
1341
Sovereign Financial Group
Connecticut
$710K +$318K +1,585 +81%
AC
1342
Abbrea Capital
California
$709K
BWM
1343
Baron Wealth Management
Michigan
$709K +$52.6K +262 +8%
ACA
1344
Aptus Capital Advisors
Alabama
$708K -$133K -663 -16%
SC
1345
SouthState Corp
Florida
$706K +$92.7K +462 +15%
PMG
1346
Private Management Group
California
$705K +$13.8K +69 +2%
CCWM
1347
Cassaday & Co Wealth Management
Virginia
$705K
AWM
1348
Angeles Wealth Management
California
$704K +$22.1K +110 +3%
FAM
1349
Flaharty Asset Management
Florida
$703K +$170K +848 +32%
MKC
1350
M. Kraus & Co
Vermont
$702K