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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
2.87%
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
1
JPMorgan Chase & Co
New York
$1.72B
2
BPC
2
Banque Pictet & Cie
Switzerland
$567M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.12B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$532M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$452M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$472M
2
BlackRock
2
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$426M -$17.8M -100,011 -4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$394M -$4.12M -23,081 -1%
CCA
28
Catalyst Capital Advisors
New York
$344M +$19.4M +108,478 +6%
MRC
29
Millburn Ridgefield Corp
New York
$344M +$19.4M +108,478 +6%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$334M +$7.28M +40,814 +2%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$307M -$23.2M -130,000 -7%
AllianceBernstein
32
AllianceBernstein
Tennessee
$301M +$189M +1,057,537 +168%
HF
33
HRT Financial
New York
$265M +$173M +969,944 +188%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$264M -$15.8M -88,645 -6%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$260M -$11.5M -64,463 -4%
CS
36
Credit Suisse
Switzerland
$226M +$56.1M +314,537 +33%
Truist Financial
37
Truist Financial
North Carolina
$212M -$3.53M -19,779 -2%
SG Americas Securities
38
SG Americas Securities
New York
$201M +$171M +958,208 +562%
FMI
39
Factory Mutual Insurance
Massachusetts
$190M -$68.2M -382,400 -26%
Ameriprise
40
Ameriprise
Minnesota
$186M -$45.3M -253,555 -20%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$182M +$763K +4,276 +0.4%
ANTB
42
AMG National Trust Bank
Colorado
$168M -$4.38M -24,578 -3%
AAS
43
Avantax Advisory Services
Texas
$167M +$3.11M +17,407 +2%
SF
44
Synovus Financial
Georgia
$164M -$29.3M -164,196 -15%
CM
45
Churchill Management
California
$161M +$161M +899,859 New
RJA
46
Raymond James & Associates
Florida
$150M -$16.8M -94,109 -10%
KeyBank National Association
47
KeyBank National Association
Ohio
$149M -$4.88M -27,370 -3%
Mariner
48
Mariner
Kansas
$135M -$4.43M -24,806 -3%
Osaic Holdings
49
Osaic Holdings
Arizona
$133M +$4.1M +23,008 +3%
Brown Advisory
50
Brown Advisory
Maryland
$130M +$2.9M +16,268 +2%
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