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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 %
MSWMA
1401
Market Street Wealth Management Advisors
Indiana
$371K -$18.4K -104 -5%
IWM
1402
Integris Wealth Management
California
$371K -$2.3K -13 -0.6%
FCM
1403
Fourpath Capital Management
Oklahoma
$371K +$371K +2,099 New
FA
1404
Fiduciary Alliance
South Carolina
$371K -$21.7K -123 -6%
PAWA
1405
Palo Alto Wealth Advisors
California
$369K -$51.7K -291 -12%
CL
1406
CIM LLC
New York
$368K
PCMF
1407
Private Capital Management (Florida)
Florida
$367K
CWP
1408
Concord Wealth Partners
Virginia
$365K
FDCC
1409
Foster Dykema Cabot & Co
Massachusetts
$364K
UFF
1410
USA Financial Formulas
Michigan
$364K +$215K +1,218 +145%
MSCM
1411
McElhenny Sheffield Capital Management
Texas
$363K +$79K +447 +28%
FCC
1412
Flower City Capital
New York
$362K -$42.4K -239 -11%
MP
1413
McDonald Partners
Ohio
$362K +$4.6K +26 +1%
Federated Hermes
1414
Federated Hermes
Pennsylvania
$361K +$189K +1,068 +110%
STC
1415
Sarah T. Connolly
$360K -$12.4K -70 -3%
FCA
1416
Fortis Capital Advisors
Kansas
$360K -$884 -5 -0.2%
TCM
1417
Traynor Capital Management
Pennsylvania
$360K -$9.55K -54 -3%
AFG
1418
Allegheny Financial Group
Pennsylvania
$358K +$112K +631 +45%
MWM
1419
Madison Wealth Management
Ohio
$358K
AWP
1420
Abacus Wealth Partners
California
$358K
VIM
1421
Vista Investment Management
Pennsylvania
$358K
CPRC
1422
Consolidated Portfolio Review Corp
New York
$358K +$4.24K +24 +1%
PTP
1423
Platform Technology Partners
New York
$358K -$1.77K -10 -0.5%
PCM
1424
Parsons Capital Management
Rhode Island
$357K
PFG
1425
Pacific Financial Group
Washington
$356K -$2.12K -12 -0.6%