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 %
FSI
1351
Flow State Investments
Illinois
$702K +$702K +3,500 New
GCM
1352
Greenland Capital Management
New York
$701K +$701K +3,491 New
HWAM
1353
Hennion & Walsh Asset Management
New Jersey
$697K +$697K +3,473 New
X
1354
Xponance
Pennsylvania
$695K -$138K -688 -17%
CFFP
1355
Center for Financial Planning
Michigan
$694K
RRA
1356
Round Rock Advisors
Connecticut
$693K -$85.7K -427 -11%
RAM
1357
Riggs Asset Management
Pennsylvania
$692K +$692K +3,447 New
FSA
1358
Fort Sheridan Advisors
Illinois
$691K +$13.2K +66 +2%
LFA
1359
LGT Financial Advisors
Texas
$691K +$4.82K +24 +0.7%
DA
1360
Doliver Advisors
Texas
$689K -$27.1K -135 -4%
APIM
1361
Agate Pass Investment Management
Washington
$689K -$381K -1,898 -36%
CCFP
1362
Charles Carroll Financial Partners
Massachusetts
$687K +$687K +3,425 New
OBGC
1363
O'Brien Greene & Co
Pennsylvania
$687K -$20.1K -100 -3%
IRC
1364
Investors Research Corp
Georgia
$683K
CIA
1365
Capital Investment Advisors
Georgia
$682K +$115K +575 +20%
AIS
1366
American Investment Services
Massachusetts
$681K
FAB
1367
First American Bank
Illinois
$681K +$16.1K +80 +2%
WDG
1368
Wealth Dimensions Group
Ohio
$676K +$401 +2 +0.1%
MAM
1369
Meeder Asset Management
Ohio
$675K -$11.4K -57 -2%
AWM
1370
AAF Wealth Management
Massachusetts
$675K -$49.8K -248 -7%
IAA
1371
Independent Advisor Alliance
North Carolina
$668K
AC
1372
AlphaCore Capital
California
$667K -$4.01K -20 -0.6%
TT
1373
TI-Trust
Illinois
$663K -$6.02K -30 -0.9%
SMA
1374
Seven Mile Advisory
New Jersey
$662K
BA
1375
Ballew Advisors
Mississippi
$660K +$19.1K +100 +3%