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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 Holding Trade Value Shares
Change 		Shares
Change %
PA
326
PFW Advisors
Georgia
$8.83M +$21.7K +123 +0.2%
GRP
327
Global Retirement Partners
California
$8.83M +$885K +5,170 +11%
MAM
328
McLean Asset Management
Virginia
$8.82M +$63.5K +361 +0.7%
ST
329
Smithfield Trust
Pennsylvania
$8.81M -$118K -669 -1%
WAS
330
Wealth Advisory Solutions
Indiana
$8.75M +$4.32M +22,903 +97%
WW
331
Westshore Wealth
California
$8.73M +$773K +4,374 +10%
MCM
332
Manchester Capital Management
Vermont
$8.56M +$6.79M +38,403 +382%
LC
333
Lindbrook Capital
California
$8.54M -$360K -2,038 -4%
DAS
334
Dynamic Advisor Solutions
Arizona
$8.43M +$1.45M +8,181 +21%
AL
335
Aspiriant LLC
California
$8.43M -$264K -1,495 -3%
MWP
336
Meridian Wealth Partners
Pennsylvania
$8.08M +$58.3K +330 +0.7%
PFS
337
Prospera Financial Services
Texas
$8.06M +$1.24M +7,013 +18%
PM
338
Precept Management
Texas
$7.97M – – –
PP
339
Pegasus Partners
Wisconsin
$7.96M +$2.32M +13,118 +41%
BCA
340
Bray Capital Advisors
Florida
$7.95M +$8.13K +46 +0.1%
ACP
341
Arcus Capital Partners
Georgia
$7.92M -$380K -2,148 -5%
AWM
342
Axxcess Wealth Management
California
$7.9M +$5.04M +28,506 +176%
MWP
343
Moller Wealth Partners
$7.9M -$59.7K -338 -0.8%
CBT
344
Central Bank & Trust
Kentucky
$7.9M -$674K -3,816 -8%
JWCA
345
J.W. Cole Advisors
Florida
$7.89M +$24.9K +141 +0.3%
GWM
346
Geneos Wealth Management
Colorado
$7.77M -$2.29M -12,949 -23%
RSWM
347
Robertson Stephens Wealth Management
California
$7.54M -$343K -1,931 -4%
AFP
348
Ausdal Financial Partners
Iowa
$7.48M -$169K -954 -2%
AA
349
Argent Advisors
Louisiana
$7.48M -$172K -975 -2%
Prudential Financial
350
Prudential Financial
New Jersey
$7.47M -$195K -1,106 -3%
12 13
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