IWM icon

iShares Russell 2000 ETF

1,896 hedge funds and large institutions have $52B invested in iShares Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 676 increasing their positions, 789 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
-81
Holders Change %
-4.1%
% of All Funds
30.35%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.86%
New
114
Increased
676
Reduced
789
Closed
153
Calls
$36.1B
Puts
$82B
Net Calls
-$45.9B
Net Calls Change
-$13.9B
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1851
Truvestments Capital
Florida
$15.3K
GWM
1852
Grand Wealth Management
Michigan
$14.8K
KFS
1853
Kelly Financial Services
Massachusetts
$14.7K +$5.68K +32 +63%
HWM
1854
HighMark Wealth Management
Minnesota
$14.7K -$179 -1 -1%
PSB
1855
Piscataqua Savings Bank
New Hampshire
$14.3K
LOIP
1856
Live Oak Investment Partners
Texas
$13.6K -$13.3K
TFM
1857
TFC Financial Management
Massachusetts
$13.3K +$178 +1 +1%
SA
1858
SRH Advisors
Kansas
$12K
FCMT
1859
Founders Capital Management (Texas)
Texas
$12K
MLA
1860
MB, Levis & Associates
Pennsylvania
$12K
SVCP
1861
Silicon Valley Capital Partners
California
$11.3K
TAM
1862
Tucker Asset Management
Colorado
$10.3K -$1.07K -6 -9%
BCM
1863
Birch Capital Management
Texas
$10.2K
PA
1864
PSI Advisors
Florida
$9.63K
CWM
1865
Compass Wealth Management
Connecticut
$9.28K
UIA
1866
Ulland Investment Advisors
Minnesota
$9K
MIM
1867
Macroview Investment Management
Maryland
$8.52K
GWM
1868
Guardian Wealth Management
Illinois
$8.43K
GFWA
1869
Grey Fox Wealth Advisors
Delaware
$8.37K +$4.1K +23 +96%
KIG
1870
Kessler Investment Group
Indiana
$8.06K +$8.06K +45 New
TFP
1871
Tilia Fiduciary Partners
North Carolina
$7.14K -$8.74K -49 -55%
SMFG
1872
Sumitomo Mitsui Financial Group
Japan
$6.78K
WOC
1873
West Oak Capital
California
$6.24K
GI
1874
Gradient Investments
Minnesota
$6.07K -$8.21K -46 -58%
FRA
1875
Front Row Advisors
California
$6K