IWM icon

iShares Russell 2000 ETF

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
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 %
RCM
2051
Rain Capital Management
Oregon
$83.5K +$803 +4 +1%
FPF
2052
First Pacific Financial
Washington
$83.1K +$602 +3 +0.7%
SC
2053
Skylands Capital
Wisconsin
$80.3K
ACA
2054
American Capital Advisory
Idaho
$78.5K +$78.5K +391 New
ATC
2055
Advantage Trust Company
Kansas
$78.1K +$78.1K +389 New
GA
2056
GoalVest Advisory
New York
$77.1K -$85.5K -426 -53%
BCPWM
2057
Bradley & Co Private Wealth Management
Florida
$76.9K -$10K -50 -12%
CT
2058
Clearstead Trust
Maine
$76.9K
HBW
2059
Hazlett, Burt & Watson
West Virginia
$76K +$605 +3 +0.8%
PWMG
2060
Private Wealth Management Group
New Jersey
$75.3K +$75.3K +375 New
WIM
2061
Westside Investment Management
California
$75.3K
EWA
2062
Elevate Wealth Advisory
Georgia
$74.8K +$74.8K +373 New
CIM
2063
Contravisory Investment Management
Massachusetts
$72.7K +$402 +2 +0.6%
CICI
2064
Capital Investment Counsel Inc
North Carolina
$70.4K +$5.42K +27 +8%
CAS
2065
Coppell Advisory Solutions
Texas
$69.4K +$51K +254 +276%
AF
2066
Arrow Financial
New York
$68.8K
W
2067
WealthCollab
Washington
$67.6K +$67.6K +337 New
CJ
2068
Caitlin John
Michigan
$64.8K +$64.8K +323 New
MJRIC
2069
Mogy Joel R Investment Counsel
California
$64.2K -$60.2K -300 -48%
CFD
2070
Creative Financial Designs
Indiana
$62.9K -$45.8K -228 -42%
ODG
2071
O'Dell Group
Ohio
$62.5K +$62.5K +311 New
HFM
2072
Hartford Financial Management
Connecticut
$61.8K
CSWG
2073
Cardinal Strategic Wealth Guidance
Kentucky
$61.2K -$1.61K -8 -3%
PWM
2074
Partnership Wealth Management
Maryland
$60.8K +$60.8K +315 New
SHIM
2075
Stone House Investment Management
Pennsylvania
$60.5K +$402 +2 +0.7%