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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 %
Lido Advisors
376
Lido Advisors
California
$6.7M +$1.11M +6,217 +20%
CANC
377
Culbertson A N & Co
Virginia
$6.69M -$107K -600 -2%
Millennium Management
378
Millennium Management
New York
$6.65M -$320M -1,794,816 -98%
FPCP
379
Fort Point Capital Partners
California
$6.47M +$1.68M +9,419 +35%
JFG
380
JMG Financial Group
Illinois
$6.41M -$269K -1,509 -4%
SIM
381
Strategic Investment Management
Virginia
$6.31M -$30.5M -176,300 -83%
FHA
382
Flagship Harbor Advisors
Massachusetts
$6.27M +$5.61M +31,446 +852%
FNT
383
First National Trust
Pennsylvania
$6.21M -$536K -3,002 -8%
FLPIM
384
F.L. Putnam Investment Management
Massachusetts
$6.15M -$182K -1,021 -3%
CMBA
385
C.M. Bidwell & Associates
Hawaii
$6.14M +$20.5K +115 +0.3%
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$6.14M +$33.2K +186 +0.5%
DFA
387
DHJJ Financial Advisors
Illinois
$6.12M -$62.1K -348 -1%
AIA
388
Alera Investment Advisors
Illinois
$6.11M -$13.4K -75 -0.2%
FWIA
389
Fort Washington Investment Advisors
Ohio
$6.11M -$3.51M -19,656 -36%
BPWM
390
Badgley Phelps Wealth Managers
Washington
$6.03M -$17.7K -99 -0.3%
GC
391
Grimes & Company
Massachusetts
$6.03M -$94K -527 -2%
BCM
392
Becker Capital Management
Oregon
$5.95M +$5.95M +33,378 New
CCFM
393
Clear Creek Financial Management
Washington
$5.93M +$308K +1,725 +5%
FT
394
Fiduciary Trust
Massachusetts
$5.89M -$386K -2,163 -6%
KA
395
Klingman & Associates
New York
$5.88M +$357 +2 +0%
DBIA
396
Dumont & Blake Investment Advisors
New Jersey
$5.84M -$53.5K -300 -0.9%
CAM
397
Carret Asset Management
New York
$5.82M -$3.21K -18 -0.1%
Arrowstreet Capital
398
Arrowstreet Capital
Massachusetts
$5.79M +$16.1K +90 +0.3%
CIA
399
Caerus Investment Advisors
Texas
$5.77M -$4.64K -26 -0.1%
DAS
400
Dynamic Advisor Solutions
Arizona
$5.75M +$1.37M +7,700 +31%
14 15
16
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