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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
+$1.23B
2
BPC
Banque Pictet & Cie
Switzerland
+$557M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$452M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$397M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$333M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$436M
2
BlackRock
BlackRock
New York
-$400M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$400M
4
Millennium Management
Millennium Management
New York
-$320M
5
Citadel Advisors
Citadel Advisors
Florida
-$302M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
426
St Louis Trust
Missouri
$5.38M +$4.46K +25 +0.1%
EIP
427
Easterly Investment Partners
Massachusetts
$5.38M -$98.1K -550 -2%
WJWM
428
Williams Jones Wealth Management
New York
$5.36M +$17.8K +100 +0.3%
AIG
429
American International Group
New York
$5.35M -$2.84M -15,900 -35%
SWRP
430
Summit Wealth & Retirement Planning
California
$5.32M +$637K +3,573 +14%
EC
431
Engaged Capital
California
$5.32M +$1.96M +11,000 +59%
TFCP
432
Twin Focus Capital Partners
Massachusetts
$5.3M -$35K -196 -0.7%
PP
433
Pegasus Partners
Wisconsin
$5.26M +$1.1M +6,162 +26%
BAM
434
Belpointe Asset Management
Nevada
$5.24M +$335K +1,877 +7%
RPC
435
Rossmore Private Capital
Connecticut
$5.22M -$159K -893 -3%
FNFDCM
436
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.18M -$16.2K -91 -0.3%
CWM
437
Connecticut Wealth Management
Connecticut
$5.14M +$4.67M +26,163 +986%
AWM
438
Atticus Wealth Management
Florida
$5.11M -$724K -4,060 -12%
SFS
439
Sowell Financial Services
Arkansas
$5.08M +$51.4K +288 +1%
CRC
440
Curi RMB Capital
Illinois
$5.06M -$2.67M -14,991 -35%
NEPWA
441
New England Private Wealth Advisors
Massachusetts
$5.01M +$14.3K +80 +0.3%
CA
442
Clearstead Advisors
Ohio
$4.99M -$18.6K -104 -0.4%
CBB
443
Citizens Business Bank
California
$4.98M +$78.7K +441 +2%
KHCM
444
Kettle Hill Capital Management
New York
$4.98M -$2.11M -11,803 -30%
CWM
445
Circle Wealth Management
New Jersey
$4.98M +$393K +2,203 +9%
NL
446
NWAM LLC
Washington
$4.98M -$2.23M -12,486 -31%
SCM
447
Stordahl Capital Management
Colorado
$4.94M +$31.9K +179 +0.7%
FA
448
Flagstar Advisors
New York
$4.94M -$219K -1,229 -4%
GT
449
Greenleaf Trust
Michigan
$4.92M +$403K +2,260 +9%
CFA
450
Capstone Financial Advisors
Illinois
$4.9M +$21.4K +120 +0.4%
16 17
18
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