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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 %
MWP
326
Moller Wealth Partners
$8.04M +$7.31K +41 +0.1%
LC
327
Lindbrook Capital
California
$7.99M +$349K +1,956 +5%
CCM
328
Cinctive Capital Management
New York
$7.95M +$7.95M +44,583 New
FAIM
329
Financial Advocates Investment Management
Washington
$7.89M +$350K +1,963 +5%
WW
330
Westshore Wealth
California
$7.88M +$1.31M +7,367 +20%
CCM
331
Coldstream Capital Management
Washington
$7.85M -$571K -3,202 -7%
CG
332
Cutler Group
California
$7.7M -$1.23M -6,906 -14%
RWB
333
RMR Wealth Builders
New Jersey
$7.67M -$114K -638 -1%
PCG
334
Prosperity Consulting Group
Maryland
$7.63M +$313K +1,756 +4%
MWP
335
Meridian Wealth Partners
Pennsylvania
$7.58M +$365K +2,044 +5%
PCWA
336
Pacific Capital Wealth Advisors
California
$7.52M -$1.13M -6,318 -13%
SWP
337
Stratos Wealth Partners
Ohio
$7.52M -$713K -3,996 -9%
AA
338
Argent Advisors
Louisiana
$7.51M -$57.3K -321 -0.8%
EWM
339
Evercore Wealth Management
New York
$7.47M +$22.7K +127 +0.3%
SBH
340
Segall Bryant & Hamill
Illinois
$7.44M -$519K -2,910 -7%
TCM
341
Twele Capital Management
Minnesota
$7.42M -$1.03M -5,800 -12%
IFO
342
Independent Family Office
New York
$7.41M -$89.2K -500 -1%
LI
343
Latigo Investments
Florida
$7.4M – – –
GMA
344
Glassy Mountain Advisors
Maryland
$7.4M +$7.4M +41,476 +259,225%
JAM
345
JCIC Asset Management
Ontario, Canada
$7.39M +$106K +594 +1%
SAM
346
Silvercrest Asset Management
New York
$7.37M -$3.1M -17,367 -30%
MCWS
347
McKinley Carter Wealth Services
West Virginia
$7.25M -$355K -1,990 -5%
RSVP
348
Ramsay Stattman Vela & Price
Colorado
$7.24M +$38.4K +215 +0.5%
RJT
349
Raymond James Trust
Florida
$7.24M +$57.3K +321 +0.8%
Prudential Financial
350
Prudential Financial
New Jersey
$7.23M -$1.9M -10,643 -21%
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