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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 %
TAM
801
Tocqueville Asset Management
New York
$1.56M +$3.21K +18 +0.2%
SCM
802
SOL Capital Management
Maryland
$1.56M -$1.67M -9,333 -52%
KCPG
803
Kavar Capital Partners Group
Kansas
$1.56M -$9.63K -54 -0.6%
Lazard Asset Management
804
Lazard Asset Management
New York
$1.55M +$122K +684 +9%
AO
805
Advisor OS
Illinois
$1.54M +$40.9K +229 +3%
1WM
806
1900 Wealth Management
Texas
$1.53M -$15.9K -91 -1%
DFG
807
Delta Financial Group
New Jersey
$1.53M +$56.2K +315 +4%
RTL
808
Red Tortoise LLC
Georgia
$1.52M +$269K +1,506 +21%
FC
809
FCA Corp
Texas
$1.52M -$357 -2 -0%
BWM
810
BigSur Wealth Management
Florida
$1.51M -$1.37M -7,700 -48%
BIG
811
Builder Investment Group
Georgia
$1.51M -$127K -714 -8%
DI
812
Disciplined Investments
Oklahoma
$1.51M -$19.6K -110 -1%
RMDI
813
R.M. Davis Inc
Maine
$1.51M -$406K -2,277 -21%
BWFA
814
Baltimore-Washington Financial Advisors
Maryland
$1.51M +$408K +2,285 +37%
GAM
815
GEM Asset Management
Michigan
$1.5M +$35.1K +197 +2%
GLR
816
Great Lakes Retirement
Ohio
$1.5M +$1.5M +8,411 New
KWS
817
Keystone Wealth Services
California
$1.5M -$68.1K -382 -4%
FFN
818
Focus Financial Network
Minnesota
$1.5M +$1.5M +8,380 New
LBC
819
Lowe Brockenbrough & Co
Virginia
$1.49M +$22.3K +125 +2%
SIA
820
Schechter Investment Advisors
Michigan
$1.49M +$1.07K +6 +0.1%
OPCM
821
Osborne Partners Capital Management
California
$1.49M +$69.6K +390 +5%
MG
822
Mather Group
Illinois
$1.49M -$43.4K -243 -3%
MIA
823
MainStreet Investment Advisors
Illinois
$1.48M -$252K -1,413 -15%
SIG
824
Stonegate Investment Group
Alabama
$1.47M -$3.93K -22 -0.3%
CCG
825
Chatham Capital Group
Georgia
$1.47M +$22.7K +127 +2%
31 32
33
34 35