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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 %
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$3.26M +$298K +1,668 +10%
CAM
577
Campion Asset Management
Virginia
$3.25M +$14.3K +80 +0.4%
FWM
578
FFT Wealth Management
Pennsylvania
$3.24M – – –
PPFA
579
Provida Pension Fund Administrator
Chile
$3.24M – – –
KP
580
Keel Point
Alabama
$3.24M +$353K +1,976 +12%
GCM
581
Gladius Capital Management
Illinois
$3.21M -$5.91M -33,100 -65%
BRWA
582
B. Riley Wealth Advisors
Florida
$3.19M -$214K -1,200 -6%
AIM
583
Arcadia Investment Management
Michigan
$3.19M -$20.9K -117 -0.6%
IAMOG
584
Investors Asset Management of Georgia
Georgia
$3.19M +$89K +509 +3%
BC
585
Bartlett & Co
Ohio
$3.19M -$78.5K -440 -2%
BCWM
586
Bartlett & Co Wealth Management
Ohio
$3.19M -$78.5K -440 -2%
HFP
587
Holistic Financial Partners
Indiana
$3.19M -$297K -1,663 -9%
SPC
588
Sigma Planning Corp
Michigan
$3.18M +$252K +1,415 +9%
SPFA
589
Summit Place Financial Advisors
New Jersey
$3.17M +$214K +1,200 +7%
BFPW
590
BOK Financial Private Wealth
Colorado
$3.16M -$2.5K -14 -0.1%
BA
591
Bristlecone Advisors
Washington
$3.16M +$184K +1,030 +6%
Nuveen Asset Management
592
Nuveen Asset Management
Illinois
$3.14M -$11.6M -65,242 -79%
AIFAIM
593
American Institute for Advanced Investment Management
Arizona
$3.13M -$318K -1,783 -9%
PAM
594
Peak Asset Management
Colorado
$3.11M – – –
FWP
595
FAS Wealth Partners
Kansas
$3.11M -$7.32K -41 -0.2%
WWC
596
Waypoint Wealth Counsel
Georgia
$3.09M +$135K +758 +5%
WB
597
Webster Bank
Connecticut
$3.08M +$51K +286 +2%
FDCDDQ
598
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.08M +$1.25M +6,991 +68%
CWM
599
Cranbrook Wealth Management
Michigan
$3.08M -$913K -5,119 -23%
IA
600
IFG Advisory
Georgia
$3.07M -$75.3K -422 -2%
22 23
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