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iShares Russell 2000 ETF

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B
Name Holding Trade Value Shares
Change
Shares
Change %
GA
1976
Gordian Advisors
Arizona
$209K +$209K +944 New
LWM
1977
Luminvest Wealth Management
Arizona
$208K +$208K +924 New
SI
1978
Seeds Investor
New York
$208K +$208K +942 New
EPM
1979
Elm Partners Management
Pennsylvania
$207K +$207K +937 New
SIAP
1980
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K +$207K +936 New
DWM
1981
Diversify Wealth Management
Utah
$206K +$206K +941 New
PBO
1982
Peoples Bank (Ohio)
Ohio
$205K +$205K +930 New
PFA
1983
Professional Financial Advisors
Nebraska
$205K +$205K +926 New
OWM
1984
Opes Wealth Management
California
$205K +$205K +926 New
TH
1985
Team Hewins
California
$204K -$43.5K -197 -18%
KOC
1986
Koss-Olinger Consulting
Florida
$204K +$204K +922 New
CHA
1987
Carmichael Hill & Associates
Maryland
$203K +$92.1K +417 +83%
NCM
1988
Northwest Capital Management
Oregon
$203K
OL
1989
Optas LLC
Texas
$203K +$203K +919 New
RCM
1990
Ridgepath Capital Management
Tennessee
$202K +$202K +914 New
MIM
1991
Moseley Investment Management
Florida
$201K +$201K +912 New
ETS
1992
ESL Trust Services
New York
$201K
ORC
1993
O'Rourke & Company
Massachusetts
$201K +$201K +909 New
LWA
1994
Lantern Wealth Advisors
New York
$200K +$200K +906 New
NCM
1995
Nelson Capital Management
California
$200K +$200K +906 New
B
1996
Birchbrook
Maine
$200K -$23.6K -107 -11%
PPC
1997
Park Place Capital
Alabama
$199K
DZ Bank
1998
DZ Bank
Germany
$195K
GWSG
1999
GPS Wealth Strategies Group
Colorado
$195K +$61.6K +279 +46%
WBC
2000
West Branch Capital
Massachusetts
$194K +$221 +1 +0.1%