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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 %
HFS
1501
Heritage Financial Services
Massachusetts
$509K +$509K +2,538 New
MWM
1502
Mascoma Wealth Management
New Hampshire
$509K -$106K -527 -17%
CWM
1503
Congress Wealth Management
Massachusetts
$507K +$105K +523 +26%
AC
1504
Addison Capital
Pennsylvania
$504K -$25.1K -125 -5%
ECAM
1505
East Coast Asset Management
Massachusetts
$502K -$3.21K -16 -0.6%
CIM
1506
CIM Investment Management
Pennsylvania
$498K
BCP
1507
Berkeley Capital Partners
Georgia
$498K
BWM
1508
Baystate Wealth Management
Massachusetts
$496K +$10.2K +51 +2%
SWM
1509
SFG Wealth Management
Maryland
$495K +$48K +239 +11%
FF
1510
Francis Financial
$495K -$57.8K -288 -10%
HPM
1511
Hudson Portfolio Management
New York
$494K -$3.61K -18 -0.7%
W
1512
Wealthquest
Ohio
$493K +$201 +1 +0%
W
1513
WorthPointe
California
$493K +$26.1K +130 +6%
SMA
1514
Sage Mountain Advisors
Georgia
$493K +$1.2K +6 +0.2%
JJBC
1515
James J. Burns & Company
New York
$492K -$85.7K -427 -15%
AFG
1516
Allegheny Financial Group
Pennsylvania
$489K +$81.7K +407 +20%
BFIM
1517
Beese Fulmer Investment Management
Ohio
$489K +$2.61K +13 +0.5%
FPW
1518
Flagship Private Wealth
Massachusetts
$487K -$23.1K -115 -5%
PCA
1519
Pallas Capital Advisors
Massachusetts
$487K -$26.7K -133 -5%
CB
1520
CNB Bank
Pennsylvania
$484K -$22.1K -110 -4%
QC
1521
Quadrature Capital
United Kingdom
$482K +$482K +2,403 New
CSIC
1522
Clifford Swan Investment Counsel
California
$482K
BOSSRA
1523
B.O.S.S. Retirement Advisors
Utah
$482K -$4.04M -20,136 -89%
MWP
1524
Madison Wealth Partners
Wisconsin
$481K -$22.1K -110 -4%
BA
1525
Bluesphere Advisors
Pennsylvania
$481K -$69.4K -346 -13%