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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 %
PWP
1876
Principle Wealth Partners
Connecticut
$240K -$93.1K -464 -28%
First Manhattan
1877
First Manhattan
New York
$238K -$25.7K -128 -10%
PCH
1878
PGIM Custom Harvest
New Jersey
$237K +$237K +1,181 New
VWM
1879
Valley Wealth Managers
New Jersey
$236K -$489K -2,437 -67%
IWN
1880
Independent Wealth Network
Iowa
$236K +$236K +1,176 New
VAMG
1881
Voisard Asset Management Group
Michigan
$236K +$236K +1,176 New
FWA
1882
FSC Wealth Advisors
New York
$235K -$6.38M -31,781 -96%
WWM
1883
Wolff Wiese Magana
California
$235K +$1.81K +9 +0.8%
PFG
1884
Prosperity Financial Group
California
$234K +$201 +1 +0.1%
PFGIA
1885
Patriot Financial Group Insurance Agency
Massachusetts
$234K -$501K -2,496 -68%
RMA
1886
Roffman Miller Associates
Pennsylvania
$233K -$4.82K -24 -2%
QHA
1887
Quarry Hill Advisors
Minnesota
$233K
SL
1888
Stevard LLC
Illinois
$232K +$201 +1 +0.1%
BWM
1889
BNC Wealth Management
Oregon
$231K +$231K +1,153 New
WA
1890
Wealthstar Advisors
Texas
$231K +$231K +1,151 New
BSSFA
1891
Baron Silver Stevens Financial Advisors
Florida
$231K -$36.7K -183 -14%
JCFM
1892
JBR Co Financial Management
Oklahoma
$230K +$230K +1,147 New
OC
1893
Oakworth Capital
Alabama
$230K -$56.4K -281 -20%
VPP
1894
Vertex Planning Partners
Illinois
$230K +$201 +1 +0.1%
CSWM
1895
Cassady Schiller Wealth Management
Ohio
$230K +$13K +65 +6%
AFP
1896
Alpha Financial Partners
Kentucky
$228K -$1.69M -8,410 -88%
OCPWS
1897
One Charles Private Wealth Services
Massachusetts
$228K -$51K -254 -18%
RB
1898
Renasant Bank
Mississippi
$228K -$23.7K -118 -9%
TCM
1899
Traynor Capital Management
Pennsylvania
$227K -$181K -903 -44%
PPWP
1900
Premier Path Wealth Partners
New Jersey
$227K +$227K +1,131 New