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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 %
VFIC
1776
Valley Forge Investment Consultants
Pennsylvania
$286K
SWA
1777
Sax Wealth Advisors
New Jersey
$284K +$1K +5 +0.4%
RW
1778
REDW Wealth
New Mexico
$284K -$60K -299 -17%
AWG
1779
Altus Wealth Group
Colorado
$284K +$1.61K +8 +0.6%
Koshinski Asset Management
1780
Koshinski Asset Management
Illinois
$284K -$419K -2,086 -60%
TWM
1781
Trueblood Wealth Management
Ohio
$284K +$284K +1,414 New
PG
1782
Patten Group
Tennessee
$283K -$106K -526 -27%
PCMC
1783
Private Capital Management (Colorado)
Colorado
$283K -$11.8K -59 -4%
SCM
1784
Shelton Capital Management
Colorado
$283K -$73.5K -366 -21%
NEPPG
1785
New England Professional Planning Group
Rhode Island
$282K -$30.3K -151 -10%
BL
1786
Balentine LLC
Georgia
$282K -$1K -5 -0.4%
SWA
1787
Strata Wealth Advisors
Texas
$282K
LSA
1788
Lion Street Advisors
Texas
$281K -$612K -3,047 -69%
PMAM
1789
Picton Mahoney Asset Management
Ontario, Canada
$281K -$92.3K -460 -25%
DL
1790
DOHJ LLC
Washington
$281K
PIA
1791
Pinion Investment Advisors
Kansas
$281K -$85.3K -425 -23%
LWMG
1792
Levy Wealth Management Group
Pennsylvania
$280K +$1K +5 +0.4%
FSCM
1793
Front Street Capital Management
Montana
$280K +$32.5K +162 +13%
FWA
1794
FSM Wealth Advisors
Ohio
$280K +$280K +1,395 New
GAM
1795
Gemmer Asset Management
California
$280K +$25.3K +126 +10%
AWAG
1796
ARS Wealth Advisors Group
Florida
$278K
WAG
1797
Windsor Advisory Group
Ohio
$277K
EM
1798
Excalibur Management
Massachusetts
$277K +$277K +1,379 New
BB
1799
Berkshire Bank
Massachusetts
$276K +$38.7K +193 +16%
DFG
1800
Dupree Financial Group
Kentucky
$276K +$276K +1,373 New