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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 %
PCG
351
Prosperity Consulting Group
Maryland
$7.4M 41,851 +700 +2%
MS
352
Maven Securities
Jersey
$7.39M 41,838 +15,257 +57%
BPC
353
Banque Pictet & Cie
Switzerland
$7.38M 41,780 -1,796,520 -98%
Vanguard Group
354
Vanguard Group
Pennsylvania
$7.36M 41,618 – –
TCM
355
Twele Capital Management
Minnesota
$7.35M 41,606 – –
LI
356
Latigo Investments
Florida
$7.33M 41,492 – –
FMC
357
First Merchants Corp
Indiana
$7.32M 41,415 +1,550 +4%
AIC
358
Archer Investment Corporation
Indiana
$7.31M 41,333 +4,308 +12%
AIA
359
Arcadia Investment Advisors
Idaho
$7.3M 41,301 +627 +2%
PVI
360
Pine Valley Investments
New Jersey
$7.25M 40,858 +92 +0.2%
EWM
361
Evercore Wealth Management
New York
$7.25M 41,038 -379 -0.9%
IFO
362
Independent Family Office
New York
$7.22M 40,871 -80 -0.2%
CFO
363
Callan Family Office
Pennsylvania
$7.21M 40,772 +10 +0%
MSA
364
Mason Street Advisors
Wisconsin
$7.19M 40,700 – –
DPI
365
Diversified Portfolios Inc
Michigan
$7.19M 40,663 +1,051 +3%
RWB
366
RMR Wealth Builders
New Jersey
$7.16M 40,490 -492 -1%
RCP
367
Rothschild Capital Partners
New York
$7.13M 40,369 +40,369 New
HW
368
Hancock Whitney
Mississippi
$7.12M 40,293 -5,643 -12%
CCWA
369
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.1M 40,193 +98 +0.2%
EIP
370
Easterly Investment Partners
Massachusetts
$7.1M 40,176 +15,000 +60%
RSVP
371
Ramsay Stattman Vela & Price
Colorado
$7.09M 40,130 -108 -0.3%
LIP
372
Lighthouse Investment Partners
Florida
$7.07M 40,000 +23,550 +143%
ITB
373
Idaho Trust Bank
Idaho
$7.05M 39,905 -1,375 -3%
RJT
374
Raymond James Trust
Florida
$7.05M 39,898 +1,258 +3%
MCWS
375
McKinley Carter Wealth Services
West Virginia
$6.98M 39,485 -520 -1%
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