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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.22B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.73B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.72B
4
Wells Fargo
4
Wells Fargo
California
$4.34B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$691M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.92B
2
Millennium Management
2
Millennium Management
New York
$59.6M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$834M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$511M 2,543,482 -1,918,295 -43%
CS
27
Credit Suisse
Switzerland
$504M 2,511,557 +1,390,421 +124%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$456M 2,272,315 -53,432 -2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$387M 1,926,502 -102,021 -5%
Jane Street
30
Jane Street
New York
$380M 1,893,459 +133,470 +8%
Citadel Advisors
31
Citadel Advisors
Florida
$355M 1,769,912 -138,685 -7%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$348M 1,734,523 -2,965,845 -63%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$346M 1,723,000 – –
Citigroup
34
Citigroup
New York
$305M 1,519,395 -973,911 -39%
FMI
35
Factory Mutual Insurance
Massachusetts
$303M 1,508,700 +523,000 +53%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$301M 1,502,032 +1,425,065 +1,852%
Truist Financial
37
Truist Financial
North Carolina
$294M 1,463,712 +208,693 +17%
Franklin Resources
38
Franklin Resources
California
$282M 1,403,852 +31,943 +2%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$274M 1,363,076 +317,163 +30%
Ameriprise
40
Ameriprise
Minnesota
$266M 1,322,210 +68,158 +5%
CCA
41
Catalyst Capital Advisors
New York
$265M 1,320,393 -237,076 -15%
MRC
42
Millburn Ridgefield Corp
New York
$265M 1,320,393 -237,076 -15%
SFM
43
Soros Fund Management
New York
$240M 1,198,023 +1,037,497 +646%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$223M 1,109,790 +68,342 +7%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$204M 1,014,570 +1,370 +0.1%
Twin Tree Management
46
Twin Tree Management
Texas
$198M 986,583 +762,143 +340%
AllianceBernstein
47
AllianceBernstein
Tennessee
$196M 976,555 +516,528 +112%
Two Sigma Investments
48
Two Sigma Investments
New York
$194M 968,036 +962,985 +19,065%
RJA
49
Raymond James & Associates
Florida
$186M 928,166 +90,063 +11%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$184M 917,597 +917,597 New
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