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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 %
TCPWM
276
Traverso Chambers Private Wealth Management
California
$10.7M +$136K +761 +1%
PG
277
Proffitt & Goodson
Tennessee
$10.6M -$48.9K -274 -0.5%
SB
278
Simmons Bank
Arkansas
$10.6M -$441K -2,470 -4%
SFA
279
Sequoia Financial Advisors
Ohio
$10.6M -$448K -2,512 -4%
BF
280
BOK Financial
Oklahoma
$10.5M -$1.27M -7,139 -11%
CC
281
Courier Capital
New York
$10.4M +$250K +1,404 +2%
BSW
282
Buckingham Strategic Wealth
Missouri
$10.4M – – –
LHC
283
Little House Capital
Massachusetts
$10.4M +$2.59M +14,512 +33%
BBNA
284
Bremer Bank National Association
Minnesota
$10.3M -$2.68K -15 -0%
IUHSA
285
Itau Unibanco Holding S.A.
Brazil
$10.3M +$10.3M +57,855 New
PWMAG
286
Pinnacle Wealth Management Advisory Group
New Jersey
$10.3M +$1.41M +7,922 +16%
GF
287
Greenfield FTC
Nevada
$10.1M +$36K +202 +0.4%
BWP
288
BSW Wealth Partners
Colorado
$10.1M +$278K +1,556 +3%
TSS
289
Two Sigma Securities
New York
$10.1M +$8.12M +45,509 +412%
JWCA
290
J.W. Cole Advisors
Florida
$10.1M -$637K -3,573 -6%
SMC
291
Smith, Moore & Co
Missouri
$10M -$26.8K -150 -0.3%
Bessemer Group
292
Bessemer Group
New Jersey
$10M -$8.58M -48,091 -46%
SFG
293
StrategIQ Financial Group
Indiana
$10M +$518K +2,906 +5%
LCM
294
LCM Capital Management
Illinois
$9.98M +$348K +1,949 +4%
JRP
295
Jasper Ridge Partners
California
$9.93M – – –
SF
296
Symphony Financial
Texas
$9.87M -$227K -1,294 -2%
LNC
297
Lincoln National Corp
Pennsylvania
$9.83M -$353K -1,981 -3%
SWPG
298
Strategic Wealth Partners Group
Illinois
$9.76M +$168K +973 +2%
CI
299
Chartist Inc
California
$9.66M +$9.66M +57,030 New
LCOV
300
London Company of Virginia
Virginia
$9.44M +$1.22M +6,841 +15%
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