IWM icon

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 %
M
2026
MOTCO
Texas
$103K
CYG
2027
Clean Yield Group
Vermont
$100K
KHC
2028
Koesten Hirschmann & Crabtree
Kansas
$100K
CAL
2029
Capital Analysts LLC
Pennsylvania
$99K -$28.3K -141 -22%
FFA
2030
Frazier Financial Advisors
Ohio
$98.6K +$98.6K +491 New
RFS
2031
Richardson Financial Services
Massachusetts
$98.3K +$98.3K +490 New
TSWM
2032
Tyler-Stone Wealth Management
Ohio
$97.1K +$15.1K +75 +18%
AAP
2033
Arax Advisory Partners
Colorado
$96.8K -$9.44K -47 -9%
TCM
2034
TD Capital Management
Tennessee
$96.8K +$402 +2 +0.4%
AP
2035
Atwood & Palmer
Missouri
$96.3K
RFA
2036
Resurgent Financial Advisors
Georgia
$96.3K
WIA
2037
Wetzel Investment Advisors
Indiana
$96K +$96K +476 New
ADL
2038
Asset Dedication LLC
California
$95K -$22.2K -111 -19%
CIR
2039
Clear Investment Research
Georgia
$94.4K
JWM
2040
Janiczek Wealth Management
Colorado
$93.6K
BWL
2041
Bogart Wealth LLC
Virginia
$92.1K +$15.9K +79 +21%
MFG
2042
Mendota Financial Group
Wisconsin
$91.9K +$91.9K +458 New
AWM
2043
AllSquare Wealth Management
New York
$90.9K
ORAM
2044
One River Asset Management
Connecticut
$90.3K +$90.3K +450 New
CAL
2045
Capital Advisors Ltd
Ohio
$90K +$800 +4 +0.9%
NECFA
2046
New England Capital Financial Advisors
Connecticut
$89.9K +$802 +4 +0.9%
NOI
2047
Newton One Investments
Delaware
$86.3K +$602 +3 +0.7%
BCM
2048
Bourgeon Capital Management
Connecticut
$86.3K +$86.3K +430 New
HB
2049
Horizon Bancorp
Indiana
$86K +$45.2K +224 +111%
VL
2050
Vima LLC
Michigan
$84.4K +$84.4K +420 New