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iShares Russell 2000 ETF

2,497 hedge funds and large institutions have $65.7B invested in iShares Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 963 increasing their positions, 751 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,497
Holders Change
+266
Holders Change %
+11.92%
% of All Funds
33.24%
Holding in Top 10
203
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.33%
% of All Funds
2.7%
New
416
Increased
963
Reduced
751
Closed
106
Calls
$45.6B
Puts
$110B
Net Calls
-$64.1B
Net Calls Change
+$6.78B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2126
Ariadne Wealth Management
California
$240K
AAMA
2127
Advanced Asset Management Advisors
Ohio
$240K +$92.4K +418 +63%
CWA
2128
Continuum Wealth Advisors
New York
$238K
WIC
2129
WealthBridge Investment Counsel
Alberta, Canada
$238K +$6.63K +30 +3%
PPWP
2130
Premier Path Wealth Partners
New Jersey
$236K +$236K +1,068 New
FA
2131
Fountainhead AM
New Jersey
$236K +$236K +1,067 New
FEM
2132
Fulcrum Equity Management
Texas
$236K +$236K +1,067 New
CIA
2133
Cladis Investment Advisory
Montana
$236K
TWG
2134
The Wealth Group
Minnesota
$235K
ALA
2135
Atlas Legacy Advisors
California
$235K +$235K +1,064 New
CFGA
2136
Cambridge Financial Group (Arizona)
Arizona
$234K
CWM
2137
Cabot Wealth Management
Massachusetts
$234K -$11.7K -53 -5%
RBFC
2138
Roman Butler Fullerton & Co
Missouri
$233K +$233K +1,030 New
SIC
2139
SJS Investment Consulting
Ohio
$233K
CFO
2140
CVA Family Office
Colorado
$233K +$221 +1 +0.1%
AIA
2141
Armor Investment Advisors
North Carolina
$233K -$105K -476 -31%
FCT
2142
First Community Trust
Iowa
$232K
CIA
2143
Compass Investment Advisers
Oregon
$232K +$232K +1,050 New
MSG
2144
Main Street Group
Virginia
$231K +$11K +50 +5%
BF
2145
Blankinship & Foster
California
$231K +$231K +1,047 New
LRPA
2146
L. Roy Papp & Associates
Arizona
$231K
PFA
2147
Pathway Financial Advisors
Vermont
$231K
JSL
2148
JT Stratford LLC
Georgia
$231K -$13.5K -61 -6%
VH
2149
Visionary Horizons
Tennessee
$230K +$663 +3 +0.3%
SWM
2150
Shakespeare Wealth Management
Wisconsin
$229K