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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,908 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 684 increasing their positions, 736 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.42%
Holding in Top 10
169
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.58%
% of All Funds
2.69%
New
119
Increased
684
Reduced
736
Closed
142
Calls
$29.8B
Puts
$65.9B
Net Calls
-$36.1B
Net Calls Change
-$3.7B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$895M
2
Goldman Sachs
Goldman Sachs
New York
+$738M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$626M
4
Millennium Management
Millennium Management
New York
+$606M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$445M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$566M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$529M
3
CS
Clear Street
New York
-$384M
4
Wells Fargo
Wells Fargo
California
-$369M
5
BPC
Banque Pictet & Cie
Switzerland
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
576
Rockingstone Advisors
Massachusetts
$3.36M +$198K +1,120 +6%
CI
577
CX Institutional
Indiana
$3.35M +$363K +2,055 +12%
SFG
578
Sunburst Financial Group
Alabama
$3.34M +$2.83K +16 +0.1%
SJIM
579
St. Johns Investment Management
Florida
$3.3M -$32.5K -184 -1%
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$3.28M – – –
CAGAS
581
Capital Advisory Group Advisory Services
Minnesota
$3.27M +$77.2K +437 +2%
HIMC
582
Heritage Investors Management Corp
Maryland
$3.27M -$181K -1,020 -5%
PPFA
583
Provida Pension Fund Administrator
Chile
$3.27M – – –
ACM
584
Azarias Capital Management
Pennsylvania
$3.26M -$630K -3,562 -16%
AWA
585
Aaron Wealth Advisors
Illinois
$3.26M +$30.9K +175 +1%
PA
586
Parallel Advisors
California
$3.25M +$874K +4,944 +37%
Financial Engines Advisors
587
Financial Engines Advisors
California
$3.24M -$195K -1,099 -6%
FWM
588
FFT Wealth Management
Pennsylvania
$3.21M – – –
VC
589
Veracity Capital
Georgia
$3.21M +$663K +3,751 +26%
CAM
590
Campion Asset Management
Virginia
$3.21M -$11.5K -65 -0.4%
AGAM
591
Audent Global Asset Management
California
$3.2M -$140K -794 -4%
WCM
592
Windham Capital Management
Massachusetts
$3.19M +$118K +669 +4%
WS
593
Wedbush Securities
California
$3.18M +$296K +1,676 +10%
TCA
594
Trifecta Capital Advisors
Illinois
$3.16M +$492K +2,785 +18%
FWP
595
FAS Wealth Partners
Kansas
$3.14M -$14.8K -84 -0.5%
PCIG
596
Partners Capital Investment Group
Massachusetts
$3.13M +$3.13M +17,718 New
BFPW
597
BOK Financial Private Wealth
Colorado
$3.12M – – –
RCAG
598
Rehmann Capital Advisory Group
Michigan
$3.12M +$10.1K +57 +0.3%
PAM
599
Peak Asset Management
Colorado
$3.11M -$1.94K -11 -0.1%
KWM
600
Keebeck Wealth Management
Illinois
$3.11M -$25.2K -142 -0.8%
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