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iShares Russell 2000 ETF

1,896 hedge funds and large institutions have $52B invested in iShares Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 676 increasing their positions, 789 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
-81
Holders Change %
-4.1%
% of All Funds
30.35%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.86%
New
114
Increased
676
Reduced
789
Closed
153
Calls
$36.1B
Puts
$82B
Net Calls
-$45.9B
Net Calls Change
-$13.9B
Name Holding Trade Value Shares
Change
Shares
Change %
TA
2026
Tectonic Advisors
Texas
-$103K -591 Closed
MPCL
2027
My Personal CFO LLC
Washington
-$101K -579 Closed
LS
2028
Leelyn Smith
Illinois
-$91.4K -524 Closed
PFC
2029
Phocas Financial Corp
California
-$81.3K -466 Closed
AWM
2030
Accurate Wealth Management
Florida
-$78.6K -435 Closed
TWA
2031
Tandem Wealth Advisors
Arizona
-$29.2K -167 Closed
MWM
2032
MinichMacGregor Wealth Management
New York
-$27.5K -158 Closed
VFM
2033
Valley Financial Management
New York
-$25.3K -145 Closed
AF
2034
Affiance Financial
Minnesota
-$23K -132 Closed
TWD
2035
True Wealth Design
Ohio
-$20.7K -119 Closed
BA
2036
Bellwether Advisors
Nebraska
-$18.5K -106 Closed
CAS
2037
Coppell Advisory Solutions
Texas
-$16K -92 Closed
CASC
2038
Coppell Advisory Solutions Corp
Texas
-$16K -92 Closed
FMB
2039
Field & Main Bank
Kentucky
-$15.7K -90 Closed
FWA
2040
Freedom Wealth Alliance
Wisconsin
-$14.6K -84 Closed
WOSD
2041
WFA of San Diego
California
-$8.72K -50 Closed
VF
2042
VitalStone Financial
Texas
-$7K -42 Closed
M1FG
2043
Mach-1 Financial Group
Arkansas
-$6.97K -40 Closed
FA
2044
Fortis Advisors
Pennsylvania
-$6.63K -38 Closed
LAM
2045
Lakewood Asset Management
Illinois
-$4K -23 Closed
AP
2046
Arlington Partners
Alabama
-$3.14K -18 Closed
NC
2047
NewSquare Capital
Pennsylvania
-$2.96K -17 Closed
IHWM
2048
Iron Horse Wealth Management
Iowa
-$3K -15 Closed
KOMWMG
2049
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$2K -10 Closed
WA
2050
WestEnd Advisors
North Carolina
-$1.05K -6 Closed