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iShares Russell 2000 ETF

1,896 hedge funds and large institutions have $52B invested in iShares Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 676 increasing their positions, 789 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
-81
Holders Change %
-4.1%
% of All Funds
30.35%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.86%
New
114
Increased
676
Reduced
789
Closed
153
Calls
$36.1B
Puts
$82B
Net Calls
-$45.9B
Net Calls Change
-$13.9B
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
1476
Chesley Taft & Associates
Illinois
$318K -$10.7K -60 -3%
BTWM
1477
Baker Tilly Wealth Management
Wisconsin
$317K -$57.8K -324 -15%
MMPW
1478
Mitchell McLeod Pugh & Williams
Alabama
$317K -$93.1K -522 -23%
AAMC
1479
Asset Allocation & Management Company
Illinois
$317K +$22K +123 +7%
LA
1480
LexAurum Advisors
Kansas
$316K
TA
1481
Trellis Advisors
Washington
$315K
RWM
1482
Rockwood Wealth Management
Pennsylvania
$315K +$315K +1,768 New
AA
1483
Apriem Advisors
California
$315K -$35.7K -200 -10%
FNBOSM
1484
First National Bank of South Miami
Florida
$314K +$1.78K +10 +0.6%
PCA
1485
Providence Capital Advisors
North Carolina
$314K -$36K -202 -10%
CAMG
1486
CWA Asset Management Group
Florida
$313K +$313K +1,754 New
WQ
1487
Wealth Quarterback
New Jersey
$313K +$892 +5 +0.3%
SCM
1488
Schnieders Capital Management
California
$312K -$108K -608 -26%
SAS
1489
Stelac Advisory Services
New York
$311K -$22.8K -128 -7%
M
1490
MYeCFO
California
$310K
PAS
1491
Professional Advisory Services
Florida
$310K
AFG
1492
Allegheny Financial Group
Pennsylvania
$310K -$35.7K -200 -10%
GIA
1493
GHP Investment Advisors
Colorado
$310K -$2.5K -14 -0.8%
C
1494
Cliffwater
California
$308K
NFA
1495
Northern Financial Advisors
Michigan
$308K +$357 +2 +0.1%
MAS
1496
Madden Advisory Services
Florida
$308K
KL
1497
KWMG LLC
Kansas
$307K -$35.3K -198 -10%
AG
1498
Advocate Group
Minnesota
$306K -$1.61K -9 -0.5%
SCM
1499
Shelton Capital Management
Colorado
$305K -$163K -912 -35%
UWPG
1500
Ullmann Wealth Partners Group
Florida
$303K +$26K +146 +9%