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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 %
QCG
701
Quadrant Capital Group
Ohio
$2.27M +$30.9K +173 +1%
BCM
702
Bayesian Capital Management
New York
$2.25M +$446K +2,500 +25%
R
703
Rebalance
California
$2.24M +$4.28K +24 +0.2%
BA
704
Ballast Advisors
Minnesota
$2.23M +$130K +729 +6%
CC
705
Centiva Capital
New York
$2.19M -$3.58M -20,088 -62%
PWMG
706
Pinnacle Wealth Management Group
Michigan
$2.17M +$121K +677 +6%
BHIA
707
Birch Hill Investment Advisors
Massachusetts
$2.17M -$64.2K -360 -3%
LIM
708
Leavell Investment Management
Alabama
$2.15M – – –
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$2.14M -$1.43M -8,007 -40%
BAM
710
Bosun Asset Management
Illinois
$2.12M -$360K -2,019 -14%
SC
711
Sepio Capital
Utah
$2.11M -$68.3K -383 -3%
AWS
712
AJ Wealth Strategies
New York
$2.07M +$4.82K +27 +0.2%
GBWM
713
Granite Bay Wealth Management
New Hampshire
$2.07M +$784K +4,392 +61%
OCM
714
Objective Capital Management
Ohio
$2.07M +$121K +679 +6%
RWP
715
Revolve Wealth Partners
New Jersey
$2.06M -$51.4K -288 -2%
BMCM
716
Bryn Mawr Capital Management
Pennsylvania
$2.06M +$8.03K +45 +0.4%
VWA
717
Visionary Wealth Advisors
Illinois
$2.05M -$23.4K -131 -1%
FB
718
Fulton Bank
Pennsylvania
$2.05M -$31.2K -175 -1%
JIC
719
Joel Isaacson & Co
New York
$2.04M -$9.28K -52 -0.5%
PP
720
Patten & Patten
Tennessee
$2.04M +$52.8K +296 +3%
SIAM
721
Sterling Investment Advisors (Missouri)
Missouri
$2M +$357 +2 +0%
SFB
722
STAR Financial Bank
Indiana
$2M -$350K -1,964 -15%
RHP
723
Royal Harbor Partners
Texas
$1.99M -$2.12M -11,893 -52%
RCM
724
RNC Capital Management
California
$1.99M +$70.5K +395 +4%
WP
725
WealthShield Partners
North Carolina
$1.97M -$1.04M -5,849 -35%
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