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iShares Russell 2000 ETF

2,192 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 819 increasing their positions, 837 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,192
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.77%
Holding in Top 10
191
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.33%
% of All Funds
2.77%
New
201
Increased
819
Reduced
837
Closed
179
Calls
$56.1B
Puts
$98.2B
Net Calls
-$42.1B
Net Calls Change
-$9.37B
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
2001
Roble Belko & Company
Pennsylvania
$124K -$70.2K -335 -36%
WAS
2002
Winch Advisory Services
Wisconsin
$117K -$9.04K -43 -7%
HWA
2003
HHM Wealth Advisors
Tennessee
$115K
FFA
2004
Frazier Financial Advisors
Ohio
$113K +$9.89K +47 +10%
LI
2005
LRI Investments
Florida
$113K +$113K +537 New
DSC
2006
Duncker Streett & Co
Missouri
$110K
PP
2007
PDS Planning
Ohio
$110K +$110K +521 New
APW
2008
Atlantic Private Wealth
North Carolina
$109K
VNA
2009
Valley National Advisers
Pennsylvania
$108K +$209 +1 +0.2%
M
2010
MOTCO
Texas
$107K
GWANC
2011
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K -$27.8K -132 -21%
KHC
2012
Koesten Hirschmann & Crabtree
Kansas
$105K
CYG
2013
Clean Yield Group
Vermont
$105K
BWL
2014
Bogart Wealth LLC
Virginia
$105K +$8.41K +40 +9%
CAL
2015
Capital Analysts LLC
Pennsylvania
$104K +$210 +1 +0.2%
CIR
2016
Clear Investment Research
Georgia
$103K +$3.58K +17 +4%
TSWM
2017
Tyler-Stone Wealth Management
Ohio
$102K
TCM
2018
TD Capital Management
Tennessee
$102K +$210 +1 +0.2%
AP
2019
Atwood & Palmer
Missouri
$101K
AAP
2020
Arax Advisory Partners
Colorado
$100K -$1.26K -6 -1%
HB
2021
Horizon Bancorp
Indiana
$100K +$10.7K +51 +12%
NECFA
2022
New England Capital Financial Advisors
Connecticut
$94.4K +$210 +1 +0.2%
SWM
2023
Sanctuary Wealth Management
Idaho
$93.2K -$37.9K -180 -29%
WIA
2024
Wetzel Investment Advisors
Indiana
$91.8K
JWM
2025
Janiczek Wealth Management
Colorado
$90.6K -$7.36K -35 -8%