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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 %
FA
501
Financial Advisors
Massachusetts
$3.92M -$66.5K -373 -2%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$3.91M +$493K +2,762 +14%
New York State Common Retirement Fund
503
New York State Common Retirement Fund
New York
$3.91M – – –
TTWM
504
TCV Trust & Wealth Management
Virginia
$3.9M -$112K -630 -3%
BTI
505
Blue Trust Inc
Georgia
$3.88M +$152K +873 +4%
MWP
506
MYCIO Wealth Partners
Pennsylvania
$3.88M +$275K +1,542 +8%
CWM
507
C2C Wealth Management
Arizona
$3.87M +$11.3K +64 +0.3%
VCM
508
Verger Capital Management
North Carolina
$3.87M +$9.1K +51 +0.2%
PMA
509
Prudent Man Advisors
Illinois
$3.87M -$247K -1,384 -6%
SFG
510
SNS Financial Group
Minnesota
$3.85M -$271K -1,517 -7%
RPWA
511
Regent Peak Wealth Advisors
Georgia
$3.83M -$186K -1,044 -5%
GF
512
Gries Financial
Ohio
$3.83M +$16.1K +90 +0.4%
ASFA
513
All Season Financial Advisors
Colorado
$3.82M +$1.14M +6,418 +43%
IAIM
514
International Assets Investment Management
Florida
$3.81M +$744K +4,171 +24%
BOSSRA
515
B.O.S.S. Retirement Advisors
Utah
$3.81M +$129K +724 +4%
FBA
516
Front Barnett Associates
Illinois
$3.81M – – –
NFC
517
Northeast Financial Consultants
Connecticut
$3.78M +$9.28K +52 +0.2%
MA
518
Montag & Associates
Georgia
$3.77M -$90.4K -507 -2%
CFB
519
Cullen/Frost Bankers
Texas
$3.76M -$3.83M -21,471 -50%
BC
520
Bricktown Capital
Michigan
$3.76M -$259K -1,450 -6%
BRM
521
Boston Research & Management
Massachusetts
$3.75M -$2.85K -16 -0.1%
Kayne Anderson Rudnick Investment Management
522
Kayne Anderson Rudnick Investment Management
California
$3.72M -$87.7M -490,965 -96%
JWA
523
JFS Wealth Advisors
Pennsylvania
$3.71M -$7.49K -42 -0.2%
OIA
524
OneDigital Investment Advisors
Kansas
$3.7M +$126K +706 +4%
Marshall Wace
525
Marshall Wace
United Kingdom
$3.69M -$29M -162,706 -89%
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