IWM icon

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 %
ACM
601
AUA Capital Management
Pennsylvania
$3.06M -$284K -1,592 -8%
AIM
602
Acropolis Investment Management
Missouri
$3.06M -$122K -685 -4%
SWM
603
Spire Wealth Management
Virginia
$3.04M +$307K +1,722 +11%
WCM
604
Windham Capital Management
Massachusetts
$3.03M -$873K -4,894 -22%
AWM
605
Axxcess Wealth Management
California
$3.01M -$1.06M -5,929 -26%
MFA
606
Mayflower Financial Advisors
Massachusetts
$3M -$1.25K -7 -0%
BWA
607
Beam Wealth Advisors
Louisiana
$2.99M +$45.1K +253 +2%
CI
608
CX Institutional
Indiana
$2.96M +$63.9K +358 +2%
SRG
609
SBB Research Group
Illinois
$2.96M – – –
DI
610
DAGCO Inc
Ohio
$2.96M -$1.4M -7,826 -32%
GW
611
GW & Wade
Massachusetts
$2.95M -$30.7K -172 -1%
NHC
612
Nicholas Hoffman & Company
Georgia
$2.95M +$3.03K +17 +0.1%
NEAM
613
New England Asset Management
Connecticut
$2.93M -$1.58M -8,865 -35%
AI
614
Atria Investments
North Carolina
$2.91M -$2.32M -13,005 -44%
Principal Financial Group
615
Principal Financial Group
Iowa
$2.9M +$204K +1,144 +8%
CA
616
Claro Advisors
Massachusetts
$2.89M -$127K -713 -4%
CW
617
Connectus Wealth
Ohio
$2.88M +$3.57K +20 +0.1%
CCT
618
Chemung Canal Trust
New York
$2.86M -$20.7K -116 -0.7%
Cohen & Steers
619
Cohen & Steers
New York
$2.86M -$357K -2,000 -11%
FPTW
620
Franklin, Parlapiano, Turner & Welch
Texas
$2.85M – – –
VI
621
Vestcor Inc
New Brunswick, Canada
$2.85M +$57.1K +320 +2%
WCM
622
WealthBridge Capital Management
Ohio
$2.84M -$16.2K -91 -0.6%
RG
623
Rathbones Group
United Kingdom
$2.84M -$238K -1,332 -8%
MC
624
Mount Capital
United Kingdom
$2.84M -$2.49M -13,950 -47%
LWM
625
Lyell Wealth Management
California
$2.83M -$5.89K -33 -0.2%
23 24
25
26 27