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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,908 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 684 increasing their positions, 736 reducing their positions, and 142 closing their positions.

Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.43%
Holding in Top 10
169
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.58%
% of All Funds
2.69%
New
119
Increased
684
Reduced
736
Closed
142
Calls
$29.8B
Puts
$65.9B
Net Calls
-$36.1B
Net Calls Change
-$3.7B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47B
2
Goldman Sachs
2
Goldman Sachs
New York
$5.86B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$831M
4
Millennium Management
4
Millennium Management
New York
$765M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$669M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.16B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$184M
3
CS
3
Clear Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$3.18B
5
BPC
5
Banque Pictet & Cie
Switzerland
$7.38M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
301
Scopus Asset Management
New York
$9.93M 56,165 +56,165 New
BAM
302
Belpointe Asset Management
Nevada
$9.86M 55,761 -3,326 -6%
JRP
303
Jasper Ridge Partners
California
$9.84M 55,688 – –
SMC
304
Smith, Moore & Co
Missouri
$9.83M 57,877 +1,081 +2%
WA
305
Waverly Advisors
Alabama
$9.79M 55,401 -7,060 -11%
Credit Agricole
306
Credit Agricole
France
$9.78M 55,337 +21,777 +65%
GKIM
307
GW&K Investment Management
Massachusetts
$9.76M 55,228 +31,198 +130%
SFA
308
Sequoia Financial Advisors
Ohio
$9.75M 55,148 -2,039 -4%
PWMAG
309
Pinnacle Wealth Management Advisory Group
New Jersey
$9.71M 54,964 +10,160 +23%
SS
310
Simplicity Solutions
Minnesota
$9.57M 54,137 +29,844 +123%
SWP
311
Stratos Wealth Partners
Ohio
$9.54M 54,003 +9,150 +20%
STA
312
Summit Trail Advisors
New York
$9.53M 53,648 +20 +0%
JCM
313
Jacobi Capital Management
Pennsylvania
$9.52M 53,888 +68 +0.1%
BF
314
BOK Financial
Oklahoma
$9.45M 57,454 -308 -0.5%
PWM
315
Perigon Wealth Management
California
$9.41M 53,263 +2,386 +5%
TCPWM
316
Traverso Chambers Private Wealth Management
California
$9.39M 53,117 +710 +1%
IAN
317
Integrated Advisors Network
Texas
$9.36M 52,935 +1,264 +2%
SB
318
Simmons Bank
Arkansas
$9.24M 52,280 -644 -1%
WI
319
WBI Investments
New Jersey
$9.22M 52,172 -3,915 -7%
Natixis Advisors
320
Natixis Advisors
Massachusetts
$9.1M 51,509 -23,349 -31%
HI
321
Humankind Investments
New York
$8.99M 50,860 – –
AIA
322
Arbor Investment Advisors
North Carolina
$8.96M 50,701 +937 +2%
Bessemer Group
323
Bessemer Group
New Jersey
$8.91M 50,403 +1,148 +2%
FF
324
Fluent Financial
Texas
$8.85M 50,062 -5,965 -11%
QGA
325
Q Global Advisors
Texas
$8.84M 50,000 +50,000 New
11 12
13
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