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 %
JSW
626
Journey Strategic Wealth
New Jersey
$2.83M -$45K -252 -2%
AWM
627
Apollon Wealth Management
South Carolina
$2.83M +$289K +1,618 +11%
TWP
628
TFO Wealth Partners
Ohio
$2.83M +$2.73M +15,293 +2,755%
LF
629
LifeSteps Financial
California
$2.82M -$86.5K -485 -3%
ARC
630
Advisor Resource Council
Texas
$2.81M +$1.23M +6,961 +78%
MWM
631
Merriman Wealth Management
Washington
$2.79M -$6.78K -38 -0.2%
PWP
632
Pursue Wealth Partners
California
$2.79M -$154K -866 -5%
AP
633
Adero Partners
California
$2.78M -$105K -591 -4%
RCM
634
RB Capital Management
Nevada
$2.78M +$9.81K +55 +0.4%
WWM
635
Western Wealth Management
Colorado
$2.77M +$12.7K +71 +0.5%
LIA
636
LSP Investment Advisors
New York
$2.77M – – –
AAS
637
Ameritas Advisory Services
Nebraska
$2.76M -$1.33M -7,506 -33%
CI
638
Cavalier Investments
Georgia
$2.76M +$1.29M +7,227 +87%
WS
639
Wedbush Securities
California
$2.76M +$67.1K +376 +2%
VA
640
Valmark Advisers
Ohio
$2.75M -$1.65M -9,228 -37%
RI
641
Rinkey Investments
California
$2.73M +$2.73M +15,310 New
CWM
642
Chesapeake Wealth Management
Virginia
$2.72M -$57.4K -322 -2%
TCA
643
Trifecta Capital Advisors
Illinois
$2.7M +$210K +1,179 +8%
Nomura Asset Management
644
Nomura Asset Management
Japan
$2.69M +$2.69M +15,060 New
TCB
645
Texas Capital Bancshares
Texas
$2.67M +$2.4M +13,446 +870%
CM
646
Capula Management
Cayman Islands
$2.65M +$2.31M +12,966 +687%
OHWP
647
Oak Harbor Wealth Partners
North Carolina
$2.64M +$34.4K +193 +1%
PCTC
648
Perkins Coie Trust Company
Washington
$2.64M +$288K +1,612 +12%
BIAS
649
Beacon Investment Advisory Services
New Jersey
$2.63M -$131K -734 -5%
American Century Companies
650
American Century Companies
Missouri
$2.62M -$232K -1,300 -8%
24 25
26
27 28