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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 %
NL
376
NEPC LLC
Massachusetts
$6.95M – – –
CCM
377
Coldstream Capital Management
Washington
$6.94M -$200K -1,134 -3%
EWA
378
EP Wealth Advisors
California
$6.94M -$13.3M -75,496 -66%
HCM
379
Howard Capital Management
Georgia
$6.91M +$199K +1,123 +3%
CFS
380
Commonwealth Financial Services
West Virginia
$6.9M +$6.9M +39,043 New
SFS
381
Sowell Financial Services
Arkansas
$6.88M +$165K +932 +2%
B
382
Bailard
California
$6.87M +$4.43M +25,078 +182%
PAM
383
Palisade Asset Management
Minnesota
$6.84M -$35.2K -199 -0.5%
FCI
384
Financial Counselors Inc
Kansas
$6.82M +$151K +852 +2%
JAM
385
JCIC Asset Management
Ontario, Canada
$6.76M -$200K -1,130 -3%
SEI Investments
386
SEI Investments
Pennsylvania
$6.75M -$312K -1,765 -4%
CANC
387
Culbertson A N & Co
Virginia
$6.68M +$10.4K +59 +0.2%
SWP
388
Summit Wealth Partners
Florida
$6.67M -$115K -651 -2%
SWP
389
Strategic Wealth Partners
Ohio
$6.66M +$359K +2,034 +6%
VCA
390
Verdence Capital Advisors
Maryland
$6.64M +$37.8K +214 +0.6%
PCWA
391
Pacific Capital Wealth Advisors
California
$6.63M -$132K -749 -2%
PP
392
Paloma Partners
Connecticut
$6.61M +$4.97M +28,104 +302%
XF
393
XML Financial
Maryland
$6.6M -$834K -4,720 -11%
AWE
394
Avidian Wealth Enterprises
Texas
$6.57M +$1.75M +9,914 +36%
OAM
395
Oppenheimer Asset Management
New York
$6.52M -$257K -1,454 -4%
ATPW
396
Ashton Thomas Private Wealth
Arizona
$6.51M +$359K +2,032 +6%
CWM
397
Connecticut Wealth Management
Connecticut
$6.44M +$1M +5,683 +18%
CFO
398
Capitol Family Office
Oregon
$6.4M +$6.4M +36,213 New
CWM
399
Circle Wealth Management
New Jersey
$6.21M +$1.28M +7,238 +26%
IA
400
IFP Advisors
Florida
$6.2M -$3.86M -21,852 -38%
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