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iShares Russell 2000 ETF
IWM

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.72B
2
BPC
2
Banque Pictet & Cie
Switzerland
$567M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.12B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$532M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$452M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$472M
2
BlackRock
2
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
226
Wilmington Savings Fund Society
Delaware
$14.4M -$453K -2,539 -3%
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$14.4M +$2.23M +12,477 +18%
SC
228
Sierra Capital
Florida
$14.4M -$1.61M -9,011 -10%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$14.1M -$7.77M -43,579 -36%
TPCW
230
TD Private Client Wealth
New York
$13.9M -$123K -689 -0.9%
AIP
231
Ameritas Investment Partners
Nebraska
$13.8M -$90.3K -506 -0.6%
CI
232
Conning Inc
Connecticut
$13.8M – – –
KCM
233
Kanawha Capital Management
Virginia
$13.7M -$30K -168 -0.2%
HWA
234
Hillcrest Wealth Advisors
New Jersey
$13.7M +$53.5K +300 +0.4%
LAM
235
Lifestyle Asset Management
Texas
$13.6M +$839K +4,702 +7%
PFM
236
Patton Fund Management
Texas
$13.4M +$1.04M +5,804 +8%
UCFA
237
United Capital Financial Advisors
Texas
$13.3M -$497K -2,786 -4%
AWP
238
Ascent Wealth Partners
New York
$13.1M +$107K +599 +0.8%
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$13.1M -$484K -2,711 -4%
WSTAM
240
Wilbanks Smith & Thomas Asset Management
Virginia
$12.9M +$91K +510 +0.7%
AWS
241
Atria Wealth Solutions
New York
$12.9M +$3.11M +17,412 +32%
BBP
242
Banco BTG Pactual
Brazil
$12.9M +$12.6M +72,255 +4,846%
RFA
243
RTD Financial Advisors
Pennsylvania
$12.7M +$326K +1,827 +3%
DCM
244
Dimension Capital Management
Florida
$12.6M -$217K -1,217 -2%
ATFA
245
All Terrain Financial Advisors
Minnesota
$12.6M +$616K +3,452 +5%
PGA
246
Portland Global Advisors
Maine
$12.5M +$383K +2,148 +3%
CG
247
Colony Group
Massachusetts
$12.5M +$247K +1,386 +2%
SWA
248
Stratos Wealth Advisors
Ohio
$12.4M +$166K +931 +1%
LWM
249
LJI Wealth Management
Indiana
$12.4M +$610K +3,421 +5%
BFP
250
Brewster Financial Planning
New York
$12.2M +$78.1K +438 +0.6%
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