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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 %
RMA
1676
Roffman Miller Associates
Pennsylvania
$210K +$4.77K +27 +2%
TWA
1677
Talisman Wealth Advisors
New Jersey
$210K
CIG
1678
Cairn Investment Group
Washington
$209K
LCGC
1679
Legacy Capital Group California
California
$209K +$707 +4 +0.3%
BB
1680
Berkshire Bank
Massachusetts
$209K
BST
1681
Bath Savings Trust
Maine
$209K
VFP
1682
Verus Financial Partners
Virginia
$207K +$1.02K +6 +0.5%
CWM
1683
Cahill Wealth Management
Michigan
$207K
MM
1684
Main Management
California
$207K +$17.7K +100 +9%
WLIM
1685
White Lighthouse Investment Management
Massachusetts
$207K +$207K +1,171 New
KFS
1686
Kaizen Financial Strategies
California
$206K
PFG
1687
Prosperity Financial Group
California
$206K +$4.42K +25 +2%
WWM
1688
Wolff Wiese Magana
California
$205K +$12.5K +71 +7%
QHA
1689
Quarry Hill Advisors
Minnesota
$205K
MFG
1690
Monte Financial Group
Connecticut
$205K -$52.5K -297 -20%
GWMIA
1691
Global Wealth Management Investment Advisory
Florida
$205K -$8.84K -50 -4%
SL
1692
Stevard LLC
Illinois
$204K +$13.6K +77 +7%
SAM
1693
SignalPoint Asset Management
Missouri
$204K +$204K +1,154 New
BB
1694
Bell Bank
North Dakota
$203K -$145K -820 -42%
VPP
1695
Vertex Planning Partners
Illinois
$202K
CCG
1696
Coastwise Capital Group
California
$201K -$17.7K -100 -8%
CLOS
1697
Compagnie Lombard Odier SCmA
Switzerland
$198K +$79.5K +450 +67%
CSWM
1698
Cassady Schiller Wealth Management
Ohio
$191K -$173K -976 -47%
MCM
1699
Mill Capital Management
North Carolina
$187K +$57.4K +325 +44%
SIC
1700
SJS Investment Consulting
Ohio
$186K