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 %
TA
1501
Trellis Advisors
Washington
$313K
SW
1502
SkyOak Wealth
Michigan
$311K
MAM
1503
Madison Asset Management
Wisconsin
$311K -$17K -96 -5%
DFC
1504
DB Fitzpatrick & Co
Idaho
$310K -$47.7K -270 -13%
PWM
1505
PBMares Wealth Management
Virginia
$309K +$309K +1,749 New
PAS
1506
Professional Advisory Services
Florida
$307K
FFG
1507
Frisch Financial Group
New York
$307K +$22.8K +129 +8%
LNB
1508
Ledyard National Bank
$306K +$35.3K +200 +13%
NRI
1509
NFP Retirement Inc
California
$306K -$24K -136 -7%
C
1510
Cliffwater
California
$306K
NFA
1511
Northern Financial Advisors
Michigan
$306K
AG
1512
Advocate Group
Minnesota
$303K
RW
1513
REDW Wealth
New Mexico
$303K -$88.4K -500 -23%
RWMG
1514
Redwood Wealth Management Group
New Jersey
$303K -$6.36K -36 -2%
CA
1515
Cornerstone Advisory
Maryland
$302K +$22.3K +126 +8%
CMI
1516
Clare Market Investments
Texas
$301K -$48.6K -275 -14%
TWA
1517
TCI Wealth Advisors
Arizona
$300K
BCG
1518
Breakwater Capital Group
New Jersey
$300K -$8.6K -52 -3%
NIM
1519
Northeast Investment Management
Massachusetts
$299K
AUB
1520
Atlantic Union Bankshares
Virginia
$298K -$4.42K -25 -1%
LDB
1521
Lee, Danner & Bass
Tennessee
$297K
MAS
1522
Madden Advisory Services
Florida
$296K -$9.19K -52 -3%
CWM
1523
Curi Wealth Management
North Carolina
$295K -$4.77K -27 -2%
PK
1524
Pflug Koory
Nebraska
$294K
BMM
1525
Buffington Mohr McNeal
Idaho
$293K -$69.5K -393 -19%