IWM icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.42%
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
Morgan Stanley
New York
$3.47B
2
Goldman Sachs
Goldman Sachs
New York
$5.86B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$831M
4
Millennium Management
Millennium Management
New York
$765M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$669M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.16B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$184M
3
CS
Clear Street
New York
$0
4
Wells Fargo
Wells Fargo
California
$3.18B
5
BPC
Banque Pictet & Cie
Switzerland
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
401
Granby Capital Management
Florida
$6.19M +$6.19M +35,000 New
SPP
402
Single Point Partners
Massachusetts
$6.16M +$6.16M +34,709 New
SBH
403
Segall Bryant & Hamill
Illinois
$6.16M -$608K -3,440 -9%
HWM
404
HB Wealth Management
Georgia
$6.16M +$548K +3,102 +10%
JFG
405
JMG Financial Group
Illinois
$6.16M -$160K -908 -3%
TC
406
TAP Consulting
Missouri
$6.14M -$653K -3,694 -10%
DFA
407
DHJJ Financial Advisors
Illinois
$6.13M +$35K +198 +0.6%
Arrowstreet Capital
408
Arrowstreet Capital
Massachusetts
$6.09M +$369K +2,088 +6%
AF
409
Allworth Financial
California
$6M -$354K -2,004 -6%
ZCM
410
Ziegler Capital Management
Illinois
$5.95M +$258K +1,460 +5%
SC
411
Scotia Capital
Ontario, Canada
$5.95M +$3.84M +21,733 +182%
FTS
412
Fifth Third Securities
Ohio
$5.91M +$2.11M +11,898 +56%
BCM
413
Becker Capital Management
Oregon
$5.87M -$10.3K -58 -0.2%
SIM
414
Strategic Investment Management
Virginia
$5.87M -$50.3K -310 -0.8%
EWA
415
Evolution Wealth Advisors
Florida
$5.86M +$143K +810 +3%
CCFM
416
Clear Creek Financial Management
Washington
$5.84M +$586K +3,314 +11%
ASN
417
Advisory Services Network
Georgia
$5.84M +$1.68M +9,520 +40%
BBPWM
418
Blue Bell Private Wealth Management
Pennsylvania
$5.84M -$112K -635 -2%
DBIA
419
Dumont & Blake Investment Advisors
New Jersey
$5.83M +$22.4K +127 +0.4%
FWA
420
FSC Wealth Advisors
New York
$5.82M -$2.83M -16,039 -33%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$5.82M +$434K +2,456 +8%
KA
422
Klingman & Associates
New York
$5.82M -$47.4K -268 -0.8%
CMBA
423
C.M. Bidwell & Associates
Hawaii
$5.81M – – –
CAM
424
Carret Asset Management
New York
$5.81M +$51.4K +291 +0.9%
FT
425
Fiduciary Trust
Massachusetts
$5.8M -$20.3K -115 -0.3%
15 16
17
18 19