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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 %
HCC
726
Hirtle Callaghan & Co
Pennsylvania
$2.08M +$329K +1,860 +19%
SC
727
Sepio Capital
Utah
$2.07M -$19.6K -111 -0.9%
LP
728
LGL Partners
Pennsylvania
$2.07M +$408K +2,307 +25%
PP
729
Patten & Patten
Tennessee
$2.05M +$70.2K +397 +4%
PWPS
730
Pinnacle Wealth Planning Services
Ohio
$2.04M +$175K +992 +9%
VWA
731
Visionary Wealth Advisors
Illinois
$2.04M +$7.6K +43 +0.4%
BA
732
Ballast Advisors
Minnesota
$2.04M -$217K -1,227 -10%
RWP
733
Revolve Wealth Partners
New Jersey
$2.04M +$11K +62 +0.5%
DA
734
DCF Advisers
Connecticut
$2.03M +$1.45M +8,200 +248%
Cohen & Steers
735
Cohen & Steers
New York
$2.03M -$354K -2,000 -15%
MC
736
Mathes Company
New York
$2.03M +$52.1K +295 +3%
CL
737
CSS LLC
Illinois
$2.02M +$1.93M +10,948 +2,190%
RDIA
738
RE Dickinson Investment Advisors
Iowa
$2.02M +$117K +662 +6%
BFM
739
Boothbay Fund Management
New York
$2M -$8.96M -50,674 -82%
SC
740
Schoolcraft Capital
Colorado
$1.99M -$27K -153 -1%
NS
741
NBC Securities
Alabama
$1.98M +$1.98M +11,227 New
GFG
742
Goldstone Financial Group
Illinois
$1.97M +$106K +602 +6%
GLA
743
Good Life Advisors
Pennsylvania
$1.97M -$28.1K -159 -1%
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$1.96M +$202K +1,144 +12%
MIFH
745
Migdal Insurance & Financial Holdings
Israel
$1.95M -$2.36M -13,350 -55%
SIAM
746
Sterling Investment Advisors (Missouri)
Missouri
$1.95M -$44.7K -253 -2%
NRA
747
NSI Retail Advisors
Pennsylvania
$1.94M +$1.17M +6,600 +150%
CA
748
CSM Advisors
Pennsylvania
$1.94M +$1.17M +6,600 +150%
SFB
749
STAR Financial Bank
Indiana
$1.94M -$36.9K -209 -2%
MLFP
750
MPS Loria Financial Planners
Illinois
$1.94M -$117K -663 -6%
28 29
30
31 32