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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.

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
2.87%
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
1
JPMorgan Chase & Co
New York
$1.72B
2
BPC
2
Banque Pictet & Cie
Switzerland
$567M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.12B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$532M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$452M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$472M
2
BlackRock
2
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
51
LBMC Investment Advisors
Tennessee
$130M 727,735 -2,728 -0.4%
RP
52
Repertoire Partners
New York
$129M 723,535 +723,535 New
TF
53
TIAA FSB
Florida
$129M 720,404 -41,579 -5%
V
54
Veritable
Delaware
$128M 716,738 -4,809 -0.7%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$126M 706,597 -118,827 -14%
BC
56
Broadwood Capital
New York
$123M 690,000 – –
Franklin Resources
57
Franklin Resources
California
$121M 678,580 -16,709 -2%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$109M 613,344 +34,287 +6%
TRCT
59
Tower Research Capital (TRC)
New York
$107M 601,360 -286,656 -32%
IAM
60
Iridian Asset Management
Connecticut
$107M 600,000 +480,000 +400%
SHGA
61
Sand Hill Global Advisors
California
$106M 596,527 +9,177 +2%
Citadel Advisors
62
Citadel Advisors
Florida
$106M 594,581 -1,691,464 -74%
PCM
63
Prelude Capital Management
New York
$103M 577,498 +12,081 +2%
Cerity Partners
64
Cerity Partners
New York
$103M 526,647 +18,106 +4%
JFG
65
Jefferies Financial Group
New York
$102M 573,585 +3,062 +0.5%
Creative Planning
66
Creative Planning
Kansas
$99.4M 557,007 -27,231 -5%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$96.1M 538,474 +39,762 +8%
CB
68
Commerce Bank
Missouri
$96M 538,197 -13,602 -2%
HighTower Advisors
69
HighTower Advisors
Illinois
$89.8M 503,516 -11,372 -2%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$88.8M 499,203 -209,999 -30%
AWM
71
AE Wealth Management
Kansas
$88.7M 497,014 +14,946 +3%
GT
72
Glenmede Trust
Pennsylvania
$88.3M 495,144 -8,625 -2%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$87.9M 492,670 -1,626,983 -77%
AIMCA
74
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$87.8M 492,100 -128,000 -21%
OMC
75
Old Mission Capital
Illinois
$82.8M 464,282 +464,282 New
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