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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 %
EIA
751
Eldridge Investment Advisors
New Hampshire
$1.93M -$294K -1,663 -13%
APP
752
Avantax Planning Partners
Iowa
$1.93M -$101K -571 -5%
AAM
753
Aureus Asset Management
Massachusetts
$1.92M +$125K +710 +7%
ABC
754
Associated Banc-Corp
Wisconsin
$1.91M +$30.6K +173 +2%
AFAS
755
Acorn Financial Advisory Services
Virginia
$1.9M -$42.6K -243 -2%
CAM
756
Crestone Asset Management
Colorado
$1.9M +$115K +651 +6%
MSAM
757
Moloney Securities Asset Management
Missouri
$1.89M -$1.59K -9 -0.1%
CAM
758
Cozad Asset Management
Illinois
$1.88M +$54.8K +310 +3%
VWM
759
Venturi Wealth Management
Texas
$1.88M +$71.8K +406 +4%
MAA
760
Matrix Asset Advisors
New York
$1.88M -$40.1K -227 -2%
HI
761
Harbour Investments
Wisconsin
$1.88M +$55.1K +312 +3%
AIG
762
American International Group
New York
$1.87M +$212K +1,200 +13%
SRC
763
Shufro Rose & Co
New York
$1.86M +$145K +822 +8%
ST
764
Spinnaker Trust
Maine
$1.85M – – –
OCM
765
Objective Capital Management
Ohio
$1.85M -$29K -164 -2%
PFWA
766
Paces Ferry Wealth Advisors
Georgia
$1.85M -$118K -665 -6%
ST
767
Sabal Trust
Florida
$1.83M +$101K +573 +6%
Fiera Capital (Canada)
768
Fiera Capital (Canada)
Quebec, Canada
$1.81M -$9.9K -56 -0.5%
FPAS
769
Focus Partners Advisor Solutions
Missouri
$1.79M +$690K +3,906 +63%
PCP
770
Proficio Capital Partners
Massachusetts
$1.78M +$287K +1,622 +19%
FSWA
771
Financial Synergies Wealth Advisors
Texas
$1.76M -$87.3K -494 -5%
ACIM
772
Azimuth Capital Investment Management
Michigan
$1.76M +$24.9K +141 +1%
BFC
773
Bedel Financial Consulting
Indiana
$1.76M +$189K +1,067 +12%
CCM
774
Copeland Capital Management
Pennsylvania
$1.76M +$1.27M +7,188 +262%
DFG
775
Delta Financial Group
New Jersey
$1.75M +$1.75M +9,905 New
29 30
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