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iShares Russell 2000 ETF

2,024 hedge funds and large institutions have $72.1B invested in iShares Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 834 increasing their positions, 552 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+218
Holders Change %
+12.07%
% of All Funds
31.26%
Holding in Top 10
224
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.16%
% of All Funds
3.46%
New
358
Increased
834
Reduced
552
Closed
106
Calls
$32.4B
Puts
$60.8B
Net Calls
-$28.4B
Net Calls Change
+$8.59B
Name Holding Trade Value Shares
Change
Shares
Change %
VRM
2001
Vectors Research Management
New York
$5K
PWMG
2002
Prestige Wealth Management Group
New Jersey
$4K
CA
2003
Centerpoint Advisors
Massachusetts
$4K
ARMC
2004
American Research & Management Company
Massachusetts
$4K +$1.8K +9 +82%
FWA
2005
FSC Wealth Advisors
New York
$4K +$4K +16 New
BBHC
2006
Brown Brothers Harriman & Co
New York
$3.54K +$666 +2,995 +23%
FFG
2007
Ford Financial Group
California
$3.28K -$287 -1,289 -8%
MSFP
2008
Mark Sheptoff Financial Planning
Connecticut
$3K -$55.2K -239 -95%
CWA
2009
Clearview Wealth Advisors
Oregon
$3K -$1.2K -6 -29%
MAM
2010
McCarthy Asset Management
California
$3K
C
2011
Covestor
United Kingdom
$3K +$3K +12 New
TC
2012
Trust Company
Kansas
$3K +$3K +14 New
HIM
2013
Hillsdale Investment Management
Ontario, Canada
$2K
MW
2014
Milestone Wealth
New York
$2K +$2K +11 New
FHC
2015
First Heartland Consultants
Missouri
$1.11K -$693 -3,115 -38%
FGAM
2016
Financial Gravity Asset Management
Texas
$1.01K +$1K +440 +11,000%
WC
2017
Wexford Capital
Florida
$1.01K +$1.01K +4,518 New
GCS
2018
Gordian Capital (Singapore)
Singapore
$1K +$1K +1 New
LPP
2019
Life Planning Partners
Florida
$1K +$1K +5 New
AWA
2020
Aquire Wealth Advisors
Utah
$1K +$1K +6 New
SFG
2021
Steward Financial Group
Texas
$1K +$1K +7 New
BIM
2022
Baldwin Investment Management
Pennsylvania
$222
RTC
2023
Riverview Trust Company
Washington
$75
Blackstone Inc
2024
Blackstone Inc
New York
-$1.95M -1,000,000 Closed
N
2025
Natixis
France
-$186M -851,071 Closed