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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 %
AIM
2001
Anchor Investment Management
South Carolina
$140K
DI
2002
DAGCO Inc
Ohio
$137K -$866K -4,316 -86%
DWS
2003
Dynamic Wealth Strategies
California
$137K +$137K +684 New
CPG
2004
Cornerstone Planning Group
New Jersey
$136K -$9.84K -49 -7%
GWSG
2005
GPS Wealth Strategies Group
Colorado
$136K +$7.42K +37 +6%
GI
2006
Gradient Investments
Minnesota
$134K +$5.02K +25 +4%
EWP
2007
Elevation Wealth Partners
California
$131K +$70K +396 +114%
PCMC
2008
Planning Capital Management Corporation
Pennsylvania
$131K +$131K +651 New
GWANC
2009
Guardian Wealth Advisors (North Carolina)
North Carolina
$128K
AWM
2010
Aspire Wealth Management
Massachusetts
$127K
RMC
2011
Resources Management Corp
Connecticut
$126K -$6.04K -30 -5%
SWM
2012
Sanctuary Wealth Management
Idaho
$125K +$75.9K +378 +154%
MIM
2013
MTM Investment Management
South Carolina
$125K
WAS
2014
Winch Advisory Services
Wisconsin
$121K -$15.7K -78 -11%
PCFFS
2015
Pacific Center for Financial Services
California
$117K -$1K -5 -0.8%
FPFS
2016
First Personal Financial Services
North Carolina
$116K
CSC
2017
Caldwell Sutter Capital
California
$115K +$201 +1 +0.2%
ME
2018
McIlrath & Eck
Washington
$113K -$1.81K -9 -2%
AAMA
2019
Advanced Asset Management Advisors
Ohio
$112K +$61.1K +304 +121%
FA
2020
Faithward Advisors
Pennsylvania
$110K +$2.5K +13 +2%
HWA
2021
HHM Wealth Advisors
Tennessee
$110K +$4.61K +23 +4%
MSWM
2022
McGlone Suttner Wealth Management
Wisconsin
$109K +$109K +545 New
DSC
2023
Duncker Streett & Co
Missouri
$105K +$20.1K +100 +24%
APW
2024
Atlantic Private Wealth
North Carolina
$104K
VNA
2025
Valley National Advisers
Pennsylvania
$103K +$57.6K +288 +127%