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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 %
OCPWS
1601
One Charles Private Wealth Services
Massachusetts
$246K -$14.8K -84 -6%
AWAG
1602
ARS Wealth Advisors Group
Florida
$245K -$9.19K -52 -4%
WAG
1603
Windsor Advisory Group
Ohio
$244K +$1.94K +11 +0.8%
DL
1604
DOHJ LLC
Washington
$244K
BLC
1605
Brown, Lisle/Cummings
Rhode Island
$243K
PBK
1606
Peoples Bank (Kansas)
Kansas
$243K +$243K +1,375 New
APW
1607
Austin Private Wealth
Texas
$242K -$63.3K -358 -21%
VBWMG
1608
Von Berge Wealth Management Group
California
$241K
CWM
1609
Campbell Wealth Management
Virginia
$241K +$33.9K +192 +16%
AWA
1610
Acorn Wealth Advisors
Michigan
$240K
FNWM
1611
Financial Network Wealth Management
Utah
$240K +$30.4K +175 +14%
LI
1612
Leeward Investments
Massachusetts
$240K +$240K +1,357 New
SF
1613
Slagle Financial
Illinois
$239K -$18.4K -104 -7%
PVAMC
1614
PPS&V Asset Management Consultants
Michigan
$239K
AC
1615
Asio Capital
Kentucky
$238K
CSB
1616
City State Bank
Iowa
$238K
JCM
1617
Jag Capital Management
Missouri
$238K -$10.3K -58 -4%
HCA
1618
Horan Capital Advisors
Ohio
$236K -$1.41K -8 -0.6%
BSSFA
1619
Baron Silver Stevens Financial Advisors
Florida
$236K
TW
1620
TrinityPoint Wealth
Connecticut
$236K
KW
1621
KWB Wealth
California
$236K
HCM
1622
Horrell Capital Management
Arkansas
$235K
MCC
1623
Money Concepts Capital
Florida
$235K +$27.9K +158 +14%
WI
1624
Wedgewood Investors
Pennsylvania
$234K +$1.41K +8 +0.6%
IFA
1625
Interactive Financial Advisors
Illinois
$233K +$1.77K +10 +0.8%