IWM icon

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 %
TC
1376
Trilogy Capital
California
$398K -$13.1K -74 -3%
OFG
1377
Omega Financial Group
California
$397K +$1.95K +11 +0.5%
LCWP
1378
Legacy Capital Wealth Partners
Arkansas
$395K +$395K +2,237 New
SWM
1379
SFG Wealth Management
Maryland
$394K -$6.36K -36 -2%
CT
1380
Colonial Trust
South Carolina
$392K -$20.9K -118 -5%
FPGK
1381
Financial Partners Group (Kansas)
Kansas
$392K +$176K +1,054 +82%
WCA
1382
Waypoint Capital Advisors
Minnesota
$390K +$125K +708 +47%
WPA
1383
West Paces Advisors
Georgia
$388K -$80.6K -456 -17%
BFO
1384
Biltmore Family Office
North Carolina
$388K
SCA
1385
Southern Capital Advisors
Tennessee
$388K -$11.1K -63 -3%
FHA
1386
Flagship Harbor Advisors
Massachusetts
$387K +$9.19K +52 +2%
CWM
1387
Concentric Wealth Management
California
$386K -$217K -1,227 -36%
FFS
1388
Founders Financial Securities
Maryland
$383K +$24.4K +138 +7%
NFW
1389
Noble Family Wealth
Florida
$382K
PCMC
1390
Paragon Capital Management (Colorado)
Colorado
$377K
TF
1391
Trek Financial
Arizona
$376K -$24.9K -141 -6%
SIMG
1392
Sonora Investment Management Group
Arizona
$376K +$1.41K +8 +0.4%
BAAM
1393
Baker Avenue Asset Management
California
$376K -$7.07K -40 -2%
FWA
1394
FOCUS Wealth Advisors
Texas
$376K +$376K +2,128 New
SIAS
1395
Summit Investment Advisory Services
Minnesota
$374K -$83.1K -470 -18%
KBFS
1396
Kohmann Bosshard Financial Services
Ohio
$373K -$16.3K -92 -4%
SCA
1397
STALEY CAPITAL ADVISERS
Pennsylvania
$372K +$29K +164 +8%
TAM
1398
Trillium Asset Management
Massachusetts
$372K -$2.47K -14 -0.7%
TDC
1399
Thompson Davis & Co
Virginia
$372K -$5.83K -33 -2%
GIM
1400
Goelzer Investment Management
Indiana
$371K