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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 %
EARNEST Partners
701
EARNEST Partners
Georgia
$2.26M +$1.54M +8,735 +215%
IFWM
702
Institute for Wealth Management
Colorado
$2.25M +$478K +2,703 +27%
XS
703
XR Securities
Illinois
$2.25M +$2.25M +12,756 New
GVAG
704
Great Valley Advisor Group
Delaware
$2.25M -$137K -777 -6%
PWMG
705
Pinnacle Wealth Management Group
Michigan
$2.23M +$68K +385 +3%
FCP
706
Fidelis Capital Partners
Florida
$2.23M -$241K -1,366 -10%
IUHSA
707
Itau Unibanco Holding S.A.
Brazil
$2.23M +$2.23M +12,592 New
LIM
708
Leavell Investment Management
Alabama
$2.21M +$72.5K +408 +3%
R
709
Rebalance
California
$2.2M +$41.7K +236 +2%
AFM
710
Abbot Financial Management
Massachusetts
$2.2M -$61.9K -350 -3%
APG
711
Abacus Planning Group
South Carolina
$2.2M -$64.7K -366 -3%
NEAM
712
New England Asset Management
Connecticut
$2.18M -$725K -4,100 -25%
AIA
713
Alternative Investment Advisors
Florida
$2.18M +$2.18M +12,305 New
OA
714
Operose Advisors
Wisconsin
$2.17M +$2.17M +12,263 +94,331%
BFEC
715
Benjamin F. Edwards & Company
Missouri
$2.16M -$48.1K -272 -2%
DWP
716
Daymark Wealth Partners
Ohio
$2.16M +$124K +699 +6%
BHIA
717
Birch Hill Investment Advisors
Massachusetts
$2.16M – – –
CGPCS
718
Capital Group Private Client Services
California
$2.15M +$414K +2,341 +24%
SFG
719
Summit Financial Group
West Virginia
$2.14M -$148K -838 -6%
RCM
720
Radnor Capital Management
Pennsylvania
$2.14M +$2.14M +12,119 New
TSW
721
Thompson Siegel & Walmsley
Virginia
$2.14M -$74.8K -423 -3%
JIC
722
Joel Isaacson & Co
New York
$2.11M +$54.6K +309 +3%
BAM
723
Bosun Asset Management
Illinois
$2.1M -$1.4M -7,900 -40%
FB
724
Fulton Bank
Pennsylvania
$2.09M +$66.5K +376 +3%
GWCM
725
Godshalk Welsh Capital Management
Pennsylvania
$2.08M -$168K -950 -7%
27 28
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