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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 %
AWC
451
Abundance Wealth Counselors
Pennsylvania
$4.9M -$107K -601 -2%
BFWA
452
Benchmark Financial Wealth Advisors
Florida
$4.89M +$107K +602 +2%
OC
453
Oppenheimer & Co
New York
$4.88M +$1.13M +6,335 +30%
BFS
454
Bradley Foster & Sargent
Connecticut
$4.84M -$130K -727 -3%
Financial Engines Advisors
455
Financial Engines Advisors
California
$4.83M -$743K -4,165 -13%
SHWM
456
Smith & Howard Wealth Management
Georgia
$4.81M +$405K +2,270 +9%
PCA
457
Peddock Capital Advisors
Massachusetts
$4.8M +$393K +2,202 +9%
DCM
458
Dupont Capital Management
Delaware
$4.79M +$1.41M +7,901 +42%
AWE
459
Avidian Wealth Enterprises
Texas
$4.76M -$174K -976 -4%
MAM
460
Marquette Asset Management
Minnesota
$4.7M -$125K -698 -3%
AP
461
Appleton Partners
Massachusetts
$4.69M +$3.21K +18 +0.1%
SCM
462
Shapiro Capital Management
Georgia
$4.66M +$357K +2,001 +8%
LL
463
LPWM LLC
Minnesota
$4.63M +$134K +752 +3%
BBHC
464
Brown Brothers Harriman & Co
New York
$4.59M -$409K -2,295 -8%
NAM
465
NTV Asset Management
West Virginia
$4.55M +$420K +2,355 +10%
Vontobel Holding
466
Vontobel Holding
Switzerland
$4.54M -$1.11M -6,244 -20%
AIM
467
Aspen Investment Management
Michigan
$4.49M -$4.28K -24 -0.1%
NP
468
NorthRock Partners
Minnesota
$4.49M -$130K -728 -3%
MCM
469
MKP Capital Management
New York
$4.46M +$4.46M +25,000 New
CCB
470
Country Club Bank
Missouri
$4.4M +$127K +724 +3%
SC
471
Steph & Co
Wisconsin
$4.39M -$273K -1,533 -6%
1IA
472
1834 Investment Advisors
Wisconsin
$4.38M +$3.23M +18,133 +282%
MYIA
473
Mount Yale Investment Advisors
Colorado
$4.35M -$53.9K -302 -1%
BFG
474
Bleakley Financial Group
New Jersey
$4.34M -$720K -4,038 -14%
MA
475
Mutual Advisors
Nebraska
$4.33M -$303K -1,701 -7%
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