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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 %
NPIC
726
Neumeier Poma Investment Counsel
California
$1.97M +$1.97M +11,025 New
HCC
727
Hirtle Callaghan & Co
Pennsylvania
$1.96M -$863K -4,836 -31%
PFWA
728
Paces Ferry Wealth Advisors
Georgia
$1.95M -$399K -2,234 -17%
LIA
729
LS Investment Advisors
Michigan
$1.95M -$645K -3,615 -25%
CAM
730
Cozad Asset Management
Illinois
$1.95M +$125K +698 +7%
APP
731
Avantax Planning Partners
Iowa
$1.94M +$3.93K +22 +0.2%
MSAM
732
Moloney Securities Asset Management
Missouri
$1.93M +$42.1K +236 +2%
MAA
733
Matrix Asset Advisors
New York
$1.92M +$33.7K +189 +2%
OCG
734
Opus Capital Group
Ohio
$1.91M -$105K -587 -5%
ABC
735
Associated Banc-Corp
Wisconsin
$1.9M -$7.14K -40 -0.4%
HI
736
Harbour Investments
Wisconsin
$1.88M -$126K -706 -6%
ST
737
Spinnaker Trust
Maine
$1.87M +$714 +4 +0%
MA
738
MONECO Advisors
Connecticut
$1.87M -$183K -1,028 -9%
LCM
739
Linker Capital Management
Kentucky
$1.87M – – –
Fiera Capital (Canada)
740
Fiera Capital (Canada)
Quebec, Canada
$1.87M +$4.28K +24 +0.2%
CAC
741
Certified Advisory Corp
Florida
$1.85M +$116K +651 +7%
AFAS
742
Acorn Financial Advisory Services
Virginia
$1.82M +$9.63K +54 +0.5%
AAM
743
Aureus Asset Management
Massachusetts
$1.81M -$194K -1,090 -10%
MS
744
Maven Securities
Jersey
$1.79M +$1.79M +10,052 New
MCM
745
Manchester Capital Management
Vermont
$1.79M – – –
BCM
746
Bridgeway Capital Management
Texas
$1.78M -$4.14M -23,200 -70%
ASC
747
Atalanta Sosnoff Capital
New York
$1.78M +$165K +927 +10%
SB
748
Sunflower Bank
Texas
$1.78M -$177K -994 -9%
CCM
749
Corsair Capital Management
New York
$1.78M +$1.78M +9,985 New
NB
750
Nicolet Bankshares
Wisconsin
$1.78M – – –
28 29
30
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