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

Top Sellers

1
Barclays
Barclays
United Kingdom
$472M
2
BlackRock
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
Millennium Management
New York
$6.65M
5
Citadel Advisors
Citadel Advisors
Florida
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWAM
251
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.2M +$1.25M +7,023 +11%
IFAM
252
Institutional & Family Asset Management
Colorado
$12.2M -$61.7K -346 -0.5%
SIC
253
Sigma Investment Counselors
Michigan
$12.1M -$657K -3,683 -5%
FCFC
254
First Commonwealth Financial Corp
Pennsylvania
$12.1M +$1.6M +8,980 +15%
SI
255
SimpliFi Inc
California
$12M +$244K +1,367 +2%
MA
256
MCF Advisors
Kentucky
$12M +$46.9K +263 +0.4%
JCM
257
Jacobi Capital Management
Pennsylvania
$12M -$3.46M -19,416 -22%
PIC
258
Platt Investment Counsel
Florida
$12M +$2.67M +14,968 +29%
DT
259
Diversified Trust
Tennessee
$11.9M +$878K +4,919 +8%
BCA
260
Bray Capital Advisors
Florida
$11.8M -$64.2K -360 -0.5%
DW
261
Domani Wealth
Pennsylvania
$11.5M +$600K +3,365 +5%
WA
262
Waverly Advisors
Alabama
$11.5M -$338K -1,894 -3%
MSA
263
Mason Street Advisors
Wisconsin
$11.5M – – –
PA
264
Pinnacle Associates
New York
$11.4M +$1.44M +8,057 +14%
STA
265
Summit Trail Advisors
New York
$11.3M -$2.86M -16,052 -20%
GLA
266
Great Lakes Advisors
Illinois
$11.3M -$5.75M -32,234 -34%
GKIM
267
GW&K Investment Management
Massachusetts
$11.2M -$24.6M -137,948 -69%
BCM
268
BTC Capital Management
Iowa
$11.1M +$451K +2,530 +4%
SW
269
SteelPeak Wealth
California
$11.1M +$2.39M +13,383 +27%
BAG
270
Briggs Advisory Group
Rhode Island
$10.9M – – –
RSWM
271
Robertson Stephens Wealth Management
California
$10.9M -$8.75M -49,058 -44%
BPA
272
Beacon Pointe Advisors
California
$10.9M -$422K -2,365 -4%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$10.9M +$1.02M +5,695 +10%
LWMT
274
Legacy Wealth Management (Tennessee)
Tennessee
$10.9M -$36.6K -205 -0.3%
TAM
275
Titleist Asset Management
Texas
$10.8M +$10.8M +60,500 New
9 10
11
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