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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 %
SMA
1351
Sage Mountain Advisors
Georgia
$433K +$206K +1,165 +91%
LSIA
1352
LaSalle St. Investment Advisors
Illinois
$433K +$5.48K +31 +1%
BFIM
1353
Beese Fulmer Investment Management
Ohio
$428K -$1.41K -8 -0.3%
BWM
1354
Baystate Wealth Management
Massachusetts
$428K -$198K -1,119 -32%
SIA
1355
Soltis Investment Advisors
Utah
$425K +$104K +591 +33%
CSIC
1356
Clifford Swan Investment Counsel
California
$424K
MTIM
1357
Marathon Trading Investment Management
Pennsylvania
$424K
FNBOO
1358
First National Bank of Omaha
Nebraska
$422K -$11.5K -65 -3%
EW
1359
Enzi Wealth
Texas
$418K -$9.37K -55 -2%
PCA
1360
Pallas Capital Advisors
Massachusetts
$417K -$523K -3,208 -56%
SFG
1361
Sage Financial Group
Pennsylvania
$417K -$2.12K -12 -0.5%
TW
1362
Transform Wealth
Colorado
$414K -$21.8K -123 -5%
CWA
1363
CM Wealth Advisors
Ohio
$413K -$3.64M -20,385 -90%
WC
1364
Waterloo Capital
Texas
$412K -$207K -1,169 -33%
W
1365
WorthPointe
California
$411K +$103K +584 +34%
LA
1366
Latitude Advisors
Florida
$411K +$6.89K +39 +2%
Betterment LLC
1367
Betterment LLC
New York
$411K +$141K +800 +52%
SFS
1368
Strategic Financial Services
New York
$409K -$106K -600 -21%
OR
1369
Olympiad Research
Connecticut
$406K +$406K +2,299 New
SSW
1370
Stone Summit Wealth
Florida
$406K
SSW
1371
Smith Shellnut Wilson
Mississippi
$406K +$5.3K +30 +1%
RWM
1372
Rockwood Wealth Management
Pennsylvania
$404K -$81.3K -460 -17%
PWP
1373
Pursue Wealth Partners
California
$401K -$5.66K -32 -1%
TA
1374
TFG Advisers
Michigan
$400K
VFG
1375
V2 Financial group
Illinois
$399K -$530 -3 -0.1%