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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 %
HCA
651
Harbour Capital Advisors
Virginia
$2.62M +$27.7K +155 +1%
CA
652
Capital Advantage
California
$2.6M -$14.4K -82 -0.5%
FMWA
653
Forvis Mazars Wealth Advisors
Missouri
$2.6M -$78.9K -442 -3%
LNWWM
654
Laird Norton Wetherby Wealth Management
California
$2.59M -$191K -1,071 -7%
B
655
Bailard
California
$2.58M +$17.7K +99 +0.7%
NSIM
656
North Star Investment Management
Illinois
$2.58M +$1.81M +10,137 +236%
UWM
657
USAdvisors Wealth Management
Minnesota
$2.57M +$85.3K +478 +3%
PF
658
Parker Financial
Washington
$2.56M -$33.4K -187 -1%
Russell Investments Group
659
Russell Investments Group
United Kingdom
$2.55M +$75.3K +422 +3%
DIP
660
DT Investment Partners
Pennsylvania
$2.54M – – –
CA
661
Continuum Advisory
Idaho
$2.52M +$149K +836 +6%
AGAM
662
Audent Global Asset Management
California
$2.52M +$987K +5,534 +64%
SIC
663
Salem Investment Counselors
North Carolina
$2.52M -$5.53K -31 -0.2%
VCM
664
Vision Capital Management
Oregon
$2.51M -$197K -1,107 -7%
FIM
665
Fernwood Investment Management
Massachusetts
$2.49M -$4.82K -27 -0.2%
ECG
666
Edge Capital Group
Georgia
$2.49M -$30K -168 -1%
RWM
667
RKL Wealth Management
Pennsylvania
$2.49M -$26K -146 -1%
APW
668
Austin Private Wealth
Texas
$2.47M -$306K -1,716 -11%
WCFA
669
Walkner Condon Financial Advisors
Wisconsin
$2.46M – – –
SSWM
670
Sheets Smith Wealth Management
North Carolina
$2.45M +$26.6K +149 +1%
EWM
671
Evermay Wealth Management
Virginia
$2.45M -$2.68K -15 -0.1%
BFEC
672
Benjamin F. Edwards & Company
Missouri
$2.42M -$391K -2,193 -14%
SFG
673
Summit Financial Group
West Virginia
$2.42M +$194K +1,085 +9%
GVAG
674
Great Valley Advisor Group
Delaware
$2.41M -$19.4K -109 -0.8%
PCP
675
Proficio Capital Partners
Massachusetts
$2.39M +$1.81M +10,148 +312%
25 26
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