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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 %
TCB
626
Texas Capital Bancshares
Texas
$2.89M +$142K +801 +5%
ACM
627
AUA Capital Management
Pennsylvania
$2.89M -$114K -645 -4%
HFP
628
Holistic Financial Partners
Indiana
$2.88M -$258K -1,459 -8%
ARC
629
Advisor Resource Council
Texas
$2.88M -$567K -3,208 -16%
PWG
630
Private Wealth Group
Florida
$2.88M +$1.23M +6,975 +75%
BWFA
631
Baltimore-Washington Financial Advisors
Maryland
$2.87M +$182K +1,031 +7%
Victory Capital Management
632
Victory Capital Management
Texas
$2.85M +$825K +4,667 +41%
OHWP
633
Oak Harbor Wealth Partners
North Carolina
$2.83M +$202K +1,145 +8%
FPTW
634
Franklin, Parlapiano, Turner & Welch
Texas
$2.82M – – –
MA
635
Mutual Advisors
Nebraska
$2.82M -$1.31M -7,416 -32%
UWM
636
USAdvisors Wealth Management
Minnesota
$2.8M +$136K +767 +5%
RG
637
Rathbones Group
United Kingdom
$2.78M +$332K +1,876 +14%
IA
638
IFG Advisory
Georgia
$2.78M +$26K +147 +0.9%
AIFAIM
639
American Institute for Advanced Investment Management
Arizona
$2.78M -$188K -1,062 -6%
NHC
640
Nicholas Hoffman & Company
Georgia
$2.77M – – –
AIM
641
Arcadia Investment Management
Michigan
$2.77M – – –
BIAS
642
Beacon Investment Advisory Services
New Jersey
$2.76M -$104K -586 -4%
LIA
643
LSP Investment Advisors
New York
$2.74M – – –
WWM
644
Western Wealth Management
Colorado
$2.74M +$87K +492 +3%
AP
645
Adero Partners
California
$2.74M -$9.37K -53 -0.3%
MWM
646
Merriman Wealth Management
Washington
$2.72M -$3.54K -20 -0.1%
VA
647
Vident Advisory
Georgia
$2.71M +$2.71M +15,345 New
BCI
648
Brinker Capital Investments
Pennsylvania
$2.7M -$245K -1,386 -8%
OPS
649
Orion Portfolio Solutions
Nebraska
$2.7M -$245K -1,386 -8%
BA
650
Bristlecone Advisors
Washington
$2.69M -$70.7K -400 -3%
24 25
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