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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 %
AIM
651
Acropolis Investment Management
Missouri
$2.66M – – –
DIP
652
DT Investment Partners
Pennsylvania
$2.66M – – –
LF
653
LifeSteps Financial
California
$2.66M -$9.72K -55 -0.4%
AAS
654
Ameritas Advisory Services
Nebraska
$2.65M +$1.88M +10,720 +242%
WJA
655
Willis Johnson & Associates
Texas
$2.65M -$240K -1,360 -8%
JSW
656
Journey Strategic Wealth
New Jersey
$2.64M -$1.46M -8,275 -36%
CWM
657
Chesapeake Wealth Management
Virginia
$2.64M -$88.9K -503 -3%
FCH
658
Freestone Capital Holdings
Washington
$2.63M -$814K -4,605 -24%
HCA
659
Harbour Capital Advisors
Virginia
$2.6M +$5.3K +30 +0.2%
CG
660
Corundum Group
Colorado
$2.6M -$79.4K -449 -3%
SQA
661
Simon Quick Advisors
New Jersey
$2.59M +$119K +673 +5%
CWC
662
Carolinas Wealth Consulting
North Carolina
$2.57M -$541K -3,288 -17%
CA
663
Continuum Advisory
Idaho
$2.56M +$23.9K +135 +0.9%
RCM
664
RB Capital Management
Nevada
$2.56M – – –
FDP
665
Financiere des Professionnels
Quebec, Canada
$2.55M +$2.55M +14,400 New
SFG
666
SNS Financial Group
Minnesota
$2.53M -$244K -1,375 -9%
SIC
667
Salem Investment Counselors
North Carolina
$2.53M +$25.9K +146 +1%
VCM
668
Verger Capital Management
North Carolina
$2.52M -$1.6M -9,070 -39%
LA
669
LVW Advisors
New York
$2.51M -$91.9K -520 -4%
FTWA
670
Fifth Third Wealth Advisors
Ohio
$2.51M +$414K +2,341 +20%
DC
671
Davenport & Co
Virginia
$2.49M +$258K +1,458 +12%
AP
672
Americana Partners
Texas
$2.48M +$2.13M +12,048 +610%
PCTC
673
Perkins Coie Trust Company
Washington
$2.45M +$25.1K +142 +1%
LWM
674
Lyell Wealth Management
California
$2.45M -$573K -3,244 -19%
WCFA
675
Walkner Condon Financial Advisors
Wisconsin
$2.44M – – –
25 26
27
28 29