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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 %
PP
1676
Prosperity Planning
Missouri
$357K
SAM
1677
SignalPoint Asset Management
Missouri
$357K +$126K +627 +54%
SW
1678
SkyOak Wealth
Michigan
$357K +$3.41K +17 +1%
AWA
1679
Amplius Wealth Advisors
Pennsylvania
$356K +$29.3K +146 +9%
AAMC
1680
Asset Allocation & Management Company
Illinois
$356K
HFS
1681
Howard Financial Services
Texas
$355K -$1K -5 -0.3%
EWA
1682
Encompass Wealth Advisors
Oregon
$355K -$143K -712 -29%
SCM
1683
Sage Capital Management
New Jersey
$354K +$354K +1,761 New
FNBOO
1684
First National Bank of Omaha
Nebraska
$352K -$127K -634 -27%
PCA
1685
Providence Capital Advisors
North Carolina
$352K -$28.5K -142 -7%
LA
1686
LM Advisors
California
$351K +$351K +1,751 New
WFAG
1687
Wescott Financial Advisory Group
Pennsylvania
$350K -$14.7K -73 -4%
FFG
1688
Frisch Financial Group
New York
$350K +$1.4K +7 +0.4%
PAS
1689
Professional Advisory Services
Florida
$348K
NRI
1690
NFP Retirement Inc
California
$347K
KWM
1691
Kolinsky Wealth Management
New Jersey
$347K +$84.1K +419 +32%
C
1692
Cliffwater
California
$347K
NCM
1693
Novare Capital Management
North Carolina
$345K +$345K +1,721 New
AG
1694
Advocate Group
Minnesota
$344K
QC
1695
Quent Capital
New York
$342K +$22.7K +113 +7%
APW
1696
Aurora Private Wealth
New Jersey
$342K +$15.1K +75 +5%
SC
1697
Saiph Capital
New Jersey
$342K +$342K +1,703 New
AssetMark Inc
1698
AssetMark Inc
California
$341K +$285K +1,422 +517%
NIM
1699
Northeast Investment Management
Massachusetts
$339K
AUB
1700
Atlantic Union Bankshares
Virginia
$338K