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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 %
SC
1976
Stephens Consulting
Michigan
$180K -$4.82K -24 -3%
WPWM
1977
Western Pacific Wealth Management
Illinois
$176K +$174K +866 +8,660%
CHA
1978
Carmichael Hill & Associates
Maryland
$175K
GJIA
1979
Glass Jacobson Investment Advisors
Maryland
$172K +$62.2K +310 +56%
Federated Hermes
1980
Federated Hermes
Pennsylvania
$171K -$239K -1,189 -58%
ACA
1981
Atlas Capital Advisors
Wyoming
$168K
Schroder Investment Management Group
1982
Schroder Investment Management Group
United Kingdom
$167K -$5.37M -26,753 -97%
CIA
1983
Cape Investment Advisory
Georgia
$166K +$94.1K +469 +131%
FCG
1984
Financial Connections Group
California
$161K +$161K +807 New
TCPG
1985
Trivant Custom Portfolio Group
California
$161K +$161K +800 New
MIM
1986
Macroview Investment Management
Maryland
$157K +$112K +560 +252%
CLOS
1987
Compagnie Lombard Odier SCmA
Switzerland
$151K -$74.3K -370 -33%
CNBTD
1988
Citizens National Bank Trust Department
Mississippi
$151K
BL
1989
BFSG LLC
California
$151K +$151K +750 New
DF
1990
Dunhill Financial
United Kingdom
$149K +$149K +744 New
VI
1991
Vestcor Inc
New Brunswick, Canada
$149K +$149K +740 New
HWM
1992
Horizons Wealth Management
North Carolina
$148K
KWAG
1993
Kiely Wealth Advisory Group
North Carolina
$148K +$148K +751 New
VCM
1994
Versant Capital Management
Arizona
$148K -$29.5K -147 -17%
FUBT
1995
First United Bank & Trust
Maryland
$144K +$144K +717 New
AFG
1996
Albion Financial Group
Utah
$144K
AW
1997
Avion Wealth
Texas
$143K -$2.42K -12 -2%
AWM
1998
Aberdeen Wealth Management
Illinois
$143K
IWA
1999
Icon Wealth Advisors
Texas
$140K +$140K +700 New
BAM
2000
BOCHK Asset Management
Hong Kong
$140K +$140K +700 New