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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.22B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.73B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.72B
4
Wells Fargo
4
Wells Fargo
California
$4.34B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$691M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.92B
2
Millennium Management
2
Millennium Management
New York
$59.6M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$834M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
ANTB
51
AMG National Trust Bank
Colorado
$177M 879,658 -17,586 -2%
Osaic Holdings
52
Osaic Holdings
Arizona
$176M 878,215 -275,004 -24%
AAS
53
Avantax Advisory Services
Texas
$175M 874,194 -63,357 -7%
IMC Chicago
54
IMC Chicago
Illinois
$170M 847,801 +847,801 New
KeyBank National Association
55
KeyBank National Association
Ohio
$167M 833,617 +19,415 +2%
Temasek Holdings
56
Temasek Holdings
Singapore
$162M 805,000 – –
JFG
57
Jefferies Financial Group
New York
$157M 783,620 +186,567 +31%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$156M 777,911 +82,152 +12%
Brown Advisory
59
Brown Advisory
Maryland
$154M 768,110 +63,765 +9%
HighTower Advisors
60
HighTower Advisors
Illinois
$152M 759,903 +177,316 +30%
SIG
61
Senator Investment Group
New York
$151M 750,000 +750,000 New
JHU
62
Johns Hopkins University
Maryland
$150M 747,499 +747,499 New
Mariner
63
Mariner
Kansas
$147M 732,222 -31,590 -4%
DCP
64
Durable Capital Partners
Maryland
$146M 725,852 +449,134 +162%
SF
65
Synovus Financial
Georgia
$142M 707,556 -291,382 -29%
LIA
66
LBMC Investment Advisors
Tennessee
$141M 701,605 -8,662 -1%
TIAA Trust, National Association
67
TIAA Trust, National Association
North Carolina
$139M 692,013 -7,630 -1%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$133M 660,948 +56,532 +9%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$127M 630,892 -24,819 -4%
SHGA
70
Sand Hill Global Advisors
California
$126M 629,485 +4,006 +0.6%
SG Americas Securities
71
SG Americas Securities
New York
$125M 624,780 -405,601 -39%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$124M 618,559 +484,764 +362%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$123M 611,705 +48,897 +9%
Creative Planning
74
Creative Planning
Kansas
$119M 591,281 +646 +0.1%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$118M 588,614 +22,659 +4%
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