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iShares Russell 2000 ETF

2,230 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, 775 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,230
Holders Change
+89
Holders Change %
+4.16%
% of All Funds
32.26%
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
775
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B
Name Holding Trade Value Shares
Change
Shares
Change %
RDIA
2001
RE Dickinson Investment Advisors
Iowa
$188K
Schroder Investment Management Group
2002
Schroder Investment Management Group
United Kingdom
$183K
BL
2003
BFSG LLC
California
$183K +$17.7K +80 +11%
AWM
2004
Aberdeen Wealth Management
Illinois
$181K +$24.3K +110 +15%
MHR
2005
Matthew Hamilton Rosenberg
$178K
FCG
2006
Financial Connections Group
California
$178K -$102K -461 -36%
TCPG
2007
Trivant Custom Portfolio Group
California
$177K
CAL
2008
Capital Analysts LLC
Pennsylvania
$173K +$1.32K +6 +0.8%
AAP
2009
Arax Advisory Partners
Colorado
$173K +$40.6K +184 +31%
OC
2010
Oakworth Capital
Alabama
$171K
KWAG
2011
Kiely Wealth Advisory Group
North Carolina
$165K
AIM
2012
Anchor Investment Management
South Carolina
$164K +$10.4K +47 +7%
VI
2013
Vestcor Inc
New Brunswick, Canada
$163K
AWM
2014
AllSquare Wealth Management
New York
$162K -$188K -850 -54%
DSC
2015
Duncker Streett & Co
Missouri
$160K +$44.2K +200 +38%
PCMC
2016
Planning Capital Management Corporation
Pennsylvania
$159K +$15K +68 +10%
HWM
2017
Horizons Wealth Management
North Carolina
$157K
DFC
2018
DB Fitzpatrick & Co
Idaho
$156K -$221 -1 -0.1%
CNBTD
2019
Citizens National Bank Trust Department
Mississippi
$155K
GIP
2020
Granite Investment Partners
California
$152K +$54.3K +246 +55%
PMAM
2021
Picton Mahoney Asset Management
Ontario, Canada
$152K -$119K -540 -44%
AFG
2022
Albion Financial Group
Utah
$147K
AW
2023
Avion Wealth
Texas
$147K -$32.8K -149 -18%
DWS
2024
Dynamic Wealth Strategies
California
$144K -$6.18K -28 -4%
OC
2025
Oarsman Capital
Wisconsin
$144K +$144K +651 New