IWM icon

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 %
SP
1601
Stablepoint Partners
Massachusetts
$414K +$414K +2,065 New
IIC
1602
Ironwood Investment Counsel
Arizona
$414K +$9.04K +45 +2%
LA
1603
Latitude Advisors
Florida
$414K -$52.8K -263 -11%
MSFS
1604
Main Street Financial Solutions
Pennsylvania
$413K -$453K -2,259 -52%
IWP
1605
IAG Wealth Partners
Wisconsin
$412K +$37.3K +186 +10%
MSWMA
1606
Market Street Wealth Management Advisors
Indiana
$412K -$9.44K -47 -2%
SP
1607
Successful Portfolios
Florida
$410K +$43K +214 +12%
SFS
1608
Strategic Financial Services
New York
$409K -$55.2K -275 -12%
TF
1609
Trek Financial
Arizona
$409K -$18.1K -90 -4%
SSWM
1610
Smith Salley Wealth Management
North Carolina
$408K +$45.2K +225 +12%
VIM
1611
Vista Investment Management
Pennsylvania
$407K
CWM
1612
Concentric Wealth Management
California
$405K -$33.5K -167 -8%
RP
1613
Rice Partnership
Hawaii
$405K +$4.01K +20 +1%
FCC
1614
Flower City Capital
New York
$404K -$4.42K -22 -1%
TWP
1615
Tempus Wealth Planning
California
$404K +$404K +2,015 New
KAM
1616
KEB Asset Management
Illinois
$404K
BCM
1617
BluePath Capital Management
Georgia
$402K +$315K +1,615 +361%
FP
1618
Financial Perspectives
Minnesota
$402K +$90.1K +449 +29%
PFG
1619
Pacific Financial Group
Washington
$402K -$3.21K -16 -0.8%
LOAMU
1620
Lombard Odier Asset Management (USA)
New York
$401K +$401K +2,000 New
FCIM
1621
Fairview Capital Investment Management
California
$401K +$4.62K +23 +1%
RVPG
1622
Relative Value Partners Group
$400K
TDC
1623
Thompson Davis & Co
Virginia
$399K -$23.1K -115 -5%
AT
1624
Avalon Trust
New Mexico
$398K +$222K +1,106 +126%
BFA
1625
Brown Financial Advisory
Alabama
$397K