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 %
RIA
776
Regal Investment Advisors
Michigan
$1.67M -$78.9K -442 -5%
LCGC
777
Legacy Capital Group California
California
$1.67M +$1.67M +9,340 New
CGPCS
778
Capital Group Private Client Services
California
$1.66M +$392K +2,200 +31%
IWA
779
Intercontinental Wealth Advisors
Texas
$1.66M +$70.8K +397 +4%
GEA
780
Glen Eagle Advisors
New Jersey
$1.66M +$16.4K +92 +1%
ESB
781
Essex Savings Bank
Connecticut
$1.64M -$85.8K -481 -5%
SRC
782
Shufro Rose & Co
New York
$1.64M +$223K +1,251 +16%
DFC
783
DBK Financial Counsel
Ohio
$1.64M -$10.7K -60 -0.6%
CT
784
Cambridge Trust
Massachusetts
$1.63M -$65.8K -369 -4%
SS
785
Sunbelt Securities
Texas
$1.63M -$13K -74 -0.8%
IDBONY
786
Israel Discount Bank of New York
New York
$1.63M -$81K -454 -5%
GC
787
Garde Capital
Washington
$1.63M +$23.7K +133 +1%
MBT
788
Montecito Bank & Trust
California
$1.62M -$26.6K -149 -2%
CAAM
789
Cornerstone Advisors Asset Management
Pennsylvania
$1.61M +$18.6K +104 +1%
FCP
790
Fidelis Capital Partners
Florida
$1.61M +$324K +1,859 +25%
MCM
791
Moore Capital Management
New York
$1.61M +$446K +2,500 +38%
KJHP
792
K.J. Harrison & Partners
Ontario, Canada
$1.6M +$84.5K +500 +6%
ST
793
Sabal Trust
Florida
$1.59M -$2.5K -14 -0.2%
CWM
794
Cornerstone Wealth Management
Missouri
$1.59M +$1.59M +8,908 New
CFA
795
Cahill Financial Advisors
Minnesota
$1.59M +$357 +2 +0%
B
796
Bensler
Washington
$1.58M -$31.8K -178 -2%
JGIA
797
Jackson Grant Investment Advisers
Connecticut
$1.58M +$158K +888 +11%
HCM
798
Hollencrest Capital Management
California
$1.58M – – –
CF
799
Centaurus Financial
California
$1.58M +$232K +1,303 +17%
CCM
800
Channing Capital Management
Illinois
$1.58M -$1.9M -10,655 -55%
30 31
32
33 34