IWM icon

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 %
CG
751
Caprock Group
Idaho
$1.76M -$9.63K -54 -0.5%
TC
752
TownSquare Capital
Utah
$1.75M +$85.5K +479 +5%
ACIM
753
Azimuth Capital Investment Management
Michigan
$1.75M -$60.5K -339 -3%
CAM
754
Crestone Asset Management
Colorado
$1.75M – – –
OPWM
755
Oakwell Private Wealth Management
Texas
$1.74M – – –
SFA
756
Seneca Financial Advisors
New York
$1.74M -$30K -168 -2%
GFG
757
Goldstone Financial Group
Illinois
$1.74M +$1.74M +9,734 New
DC
758
Davenport & Co
Virginia
$1.73M +$188K +1,056 +12%
HIA
759
Harbor Investment Advisory
Maryland
$1.73M -$75.1K -421 -4%
AIM
760
Athena Investment Management
California
$1.72M – – –
RDIA
761
RE Dickinson Investment Advisors
Iowa
$1.72M +$1.41M +7,888 +454%
GWM
762
Greenwich Wealth Management
Connecticut
$1.71M -$11.8K -66 -0.7%
HF
763
Halpern Financial
Virginia
$1.71M -$257K -1,442 -13%
TFGT
764
TS Financial Group (TSFG)
Illinois
$1.71M +$211K +1,185 +14%
RWG
765
Regal Wealth Group
California
$1.7M -$6.06K -34 -0.4%
AF
766
Advisornet Financial
Minnesota
$1.7M +$84.9K +476 +5%
WP
767
Westmount Partners
California
$1.7M +$51.6K +289 +3%
SI
768
Saxon Interests
Texas
$1.7M -$608K -3,407 -26%
SVWAG
769
Sound View Wealth Advisors Group
Georgia
$1.69M -$247K -1,385 -13%
GWANC
770
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.69M +$36.8K +206 +2%
NRC
771
New Republic Capital
North Carolina
$1.69M +$154K +864 +10%
WIC
772
Whitegate Investment Counselors
New Hampshire
$1.68M -$116K -650 -6%
PCMK
773
Paragon Capital Management (Kansas)
Kansas
$1.68M +$892 +5 +0.1%
PPP
774
Private Portfolio Partners
New Jersey
$1.67M -$342K -1,917 -17%
IFWM
775
Institute for Wealth Management
Colorado
$1.67M -$20.9K -117 -1%
29 30
31
32 33