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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 %
PWP
1526
Principle Wealth Partners
Connecticut
$293K -$884 -5 -0.3%
RIM
1527
Rockbridge Investment Management
New York
$293K +$6.19K +35 +2%
CTA
1528
Chesley Taft & Associates
Illinois
$293K -$17.7K -100 -6%
PL
1529
Plancorp LLC
Missouri
$291K -$298K -1,688 -51%
LCM
1530
Logan Capital Management
Pennsylvania
$290K
CFAM
1531
Coury Firm Asset Management
Pennsylvania
$289K +$18.7K +106 +7%
APW
1532
Aurora Private Wealth
New Jersey
$288K +$36.4K +206 +14%
AWA
1533
Amplius Wealth Advisors
Pennsylvania
$288K
P
1534
&Partners
Tennessee
$288K +$1.41K +8 +0.5%
EWG
1535
Executive Wealth Group
Washington
$288K
TCOV
1536
Trust Company of Vermont
Vermont
$287K -$36.6K -207 -11%
SAM
1537
S.A. Mason
Michigan
$287K
SSWM
1538
Sheets Smith Wealth Management
North Carolina
$286K -$35.2K -199 -11%
RC
1539
Rovin Capital
Arizona
$286K -$2.83K -16 -1%
JSC
1540
Jackson Square Capital
California
$286K -$94.4K -534 -25%
PFP
1541
Paragon Financial Partners
California
$284K
WCM
1542
Wealthcare Capital Management
Virginia
$284K -$176K -998 -38%
NIM
1543
Nicollet Investment Management
Minnesota
$282K +$4.42K +25 +2%
FA
1544
FC Advisory
Pennsylvania
$282K
QC
1545
Quent Capital
New York
$282K
LCM
1546
LVM Capital Management
Michigan
$279K +$4.42K +25 +2%
AAS
1547
Annex Advisory Services
Wisconsin
$279K -$5.48K -31 -2%
PCM
1548
Presidio Capital Management
California
$279K -$863K -4,881 -76%
GSIAS
1549
Garden State Investment Advisory Services
New Jersey
$279K -$23.2K -131 -8%
MAWCM
1550
Mine & Arao Wealth Creation & Management
California
$278K -$10.8K -61 -4%