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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 %
HH
526
Hilltop Holdings
Texas
$3.68M -$145K -811 -4%
FTS
527
Fifth Third Securities
Ohio
$3.67M -$832K -4,664 -18%
MHS
528
M Holdings Securities
Oregon
$3.66M +$95.1K +533 +3%
KWM
529
Keebeck Wealth Management
Illinois
$3.66M -$3.24M -18,169 -47%
CCA
530
Column Capital Advisors
Indiana
$3.64M -$8.92K -50 -0.2%
SC
531
Schoolcraft Capital
Colorado
$3.63M -$24.3K -136 -0.7%
C
532
Certuity
Florida
$3.63M -$12.5K -70 -0.3%
RA
533
Rockingstone Advisors
Massachusetts
$3.62M +$217K +1,216 +6%
IBOK
534
Independence Bank of Kentucky
Kentucky
$3.61M +$8.56K +48 +0.2%
TAM
535
TCP Asset Management
Ohio
$3.61M +$952K +5,336 +36%
RCMC
536
RK Capital Management (Colorado)
Colorado
$3.59M +$227K +1,270 +7%
FCH
537
Freestone Capital Holdings
Washington
$3.58M +$57.1K +320 +2%
WB
538
West Bancorporation
Iowa
$3.58M -$62.8K -352 -2%
DWM
539
Dakota Wealth Management
Florida
$3.58M -$367K -2,055 -9%
LOAMU
540
Lombard Odier Asset Management (USA)
New York
$3.57M -$14.9M -83,551 -81%
GF
541
Greenhouse Funds
Maryland
$3.57M – – –
Wealth Enhancement Advisory Services
542
Wealth Enhancement Advisory Services
Minnesota
$3.56M -$1.11M -6,245 -24%
HIP
543
HUB Investment Partners
Texas
$3.56M +$751K +4,212 +27%
KWM
544
Kingsview Wealth Management
Oregon
$3.54M +$332K +1,861 +10%
SC
545
Scotia Capital
Ontario, Canada
$3.53M -$403K -2,259 -10%
LSAG
546
Lake Street Advisors Group
New Hampshire
$3.51M -$284K -1,590 -7%
PRA
547
Pine Ridge Advisers
New York
$3.51M – – –
RCAG
548
Rehmann Capital Advisory Group
Michigan
$3.5M -$261K -1,463 -7%
HPC
549
HM Payson & Co
Maine
$3.5M +$12.5K +70 +0.4%
VVP
550
Venture Visionary Partners
Ohio
$3.5M +$690K +3,867 +25%
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