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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 %
CA
476
Cambridge Associates
Massachusetts
$4.32M – – –
CWA
477
CM Wealth Advisors
Ohio
$4.3M +$3.81M +22,238 +779%
CH
478
Canton Hathaway
Rhode Island
$4.29M +$357K +2,000 +9%
RIA
479
RPG Investment Advisory
California
$4.27M -$21.2K -119 -0.5%
ACA
480
Anchor Capital Advisors
Massachusetts
$4.26M -$8.03K -45 -0.2%
WC
481
Woodstock Corp
Massachusetts
$4.24M -$163K -914 -4%
CG
482
Corundum Group
Colorado
$4.23M +$1.49M +8,363 +55%
ASN
483
Advisory Services Network
Georgia
$4.21M +$827K +4,634 +24%
WAS
484
Wealth Advisory Solutions
Indiana
$4.2M -$92.8K -520 -2%
RIA
485
Realta Investment Advisors
Delaware
$4.19M -$11.6K -65 -0.3%
TCM
486
Triumph Capital Management
Colorado
$4.17M -$26K -146 -0.6%
OPS
487
Orion Portfolio Solutions
Nebraska
$4.16M +$1.56M +8,721 +60%
BCI
488
Brinker Capital Investments
Pennsylvania
$4.16M +$1.68M +9,397 +67%
EW
489
Evoke Wealth
California
$4.16M +$36.8K +206 +0.9%
MCM
490
MV Capital Management
Maryland
$4.14M -$69.9K -392 -2%
Allspring Global Investments
491
Allspring Global Investments
North Carolina
$4.13M -$19.1M -107,122 -82%
JWM
492
Jessup Wealth Management
Ohio
$4.13M -$200K -1,122 -5%
UL
493
Unionview LLC
Washington
$4.06M -$79.9K -448 -2%
CHC
494
City Holding Co
West Virginia
$4.06M -$97.2K -545 -2%
HIF
495
Hill Island Financial
Michigan
$4.05M +$14.6K +85 +0.4%
CGA
496
Crescent Grove Advisors
Illinois
$4.05M +$59.4K +333 +1%
ECM
497
Evergreen Capital Management
Washington
$4.04M +$324K +1,816 +9%
AFS
498
Amtrust Financial Services
New York
$3.96M -$8.05M -45,100 -67%
PCIA
499
Prime Capital Investment Advisors
Kansas
$3.95M -$2.2M -12,348 -36%
Walleye Trading
500
Walleye Trading
New York
$3.93M +$3.93M +22,053 New
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