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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 %
PTC
551
Private Trust Company
Ohio
$3.48M +$406K +2,274 +13%
HIMC
552
Heritage Investors Management Corp
Maryland
$3.48M -$2.68K -15 -0.1%
KPWG
553
KFA Private Wealth Group
Virginia
$3.48M -$1.61K -9 -0%
MIH
554
Meitav Investment House
Israel
$3.47M -$206K -1,171 -6%
SJIM
555
St. Johns Investment Management
Florida
$3.46M -$137K -766 -4%
CGH
556
CMG Global Holdings
Texas
$3.46M -$22.3K -125 -0.6%
FMTC
557
Farmers & Merchants Trust Company
California
$3.45M +$18.7K +105 +0.5%
XS
558
XR Securities
Illinois
$3.45M +$1.2M +6,754 +54%
SGI
559
Summit Global Investments
Utah
$3.44M +$1.18M +6,602 +52%
AWA
560
Arete Wealth Advisors
Illinois
$3.4M +$396K +2,222 +13%
CWC
561
Carolinas Wealth Consulting
North Carolina
$3.39M -$120K -674 -3%
ATC
562
Argent Trust Co
Tennessee
$3.38M -$143K -799 -4%
LA
563
LVW Advisors
New York
$3.38M -$308K -1,727 -8%
WJA
564
Willis Johnson & Associates
Texas
$3.38M -$760K -4,260 -18%
TFA
565
Transamerica Financial Advisors
Florida
$3.37M +$1.19M +6,687 +55%
SFG
566
Sunburst Financial Group
Alabama
$3.36M – – –
PAS
567
Park Avenue Securities
New York
$3.36M -$1.15M -6,422 -25%
CAGAS
568
Capital Advisory Group Advisory Services
Minnesota
$3.32M +$216K +1,208 +7%
KPWS
569
Kestra Private Wealth Services
Texas
$3.32M +$269K +1,507 +9%
DWT
570
Dorsey & Whitney Trust
South Dakota
$3.32M +$110K +614 +3%
MFG
571
Merit Financial Group
Georgia
$3.31M -$459K -2,574 -12%
T. Rowe Price Associates
572
T. Rowe Price Associates
Maryland
$3.3M +$561K +3,143 +20%
AWA
573
Aaron Wealth Advisors
Illinois
$3.28M +$23.9K +134 +0.7%
CIC
574
Carnegie Investment Counsel
Ohio
$3.27M -$8.39K -47 -0.3%
FCBT
575
First Citizens Bank & Trust
North Carolina
$3.26M -$71.7K -402 -2%
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