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 %
CIA
826
Choate Investment Advisors
Massachusetts
$1.47M -$27.8K -156 -2%
CF
827
Cantor Fitzgerald
New York
$1.47M +$293K +1,645 +25%
AA
828
Alesco Advisors
New York
$1.47M -$500K -2,805 -25%
BCM
829
Brookstone Capital Management
Illinois
$1.47M +$503K +2,816 +52%
WCF
830
West Coast Financial
California
$1.46M -$28.2K -158 -2%
GBT
831
Grove Bank & Trust
Florida
$1.46M – – –
IA
832
IFP Advisors
Florida
$1.46M -$2.64M -23,758 -64%
Loomis, Sayles & Company
833
Loomis, Sayles & Company
Massachusetts
$1.45M +$445K +2,493 +44%
TF
834
TimeScale Financial
Massachusetts
$1.45M +$1.03M +5,801 +251%
SBLIC
835
Security Benefit Life Insurance Company
Kansas
$1.45M – – –
CWA
836
CJM Wealth Advisers
Virginia
$1.44M – – –
CPSAC
837
Chas P. Smith & Associates (CPS)
Florida
$1.43M -$93.5K -524 -6%
PAM
838
Private Asset Management
California
$1.42M +$872K +4,887 +160%
MWM
839
Mission Wealth Management
California
$1.41M -$22.1K -124 -2%
MFS
840
Mirabella Financial Services
United Kingdom
$1.41M +$438K +2,453 +45%
WPC
841
Wedmont Private Capital
Pennsylvania
$1.41M -$13.2K -75 -0.9%
EWM
842
Empirical Wealth Management
Washington
$1.4M -$56.2K -315 -4%
CFG
843
Cooper Financial Group
California
$1.4M -$6.96K -39 -0.5%
VPIM
844
Vanguard Personalized Indexing Management
California
$1.4M +$3.39K +19 +0.2%
CWA
845
Centennial Wealth Advisory
Michigan
$1.39M +$72.1K +404 +5%
OFG
846
Oxford Financial Group
Indiana
$1.39M – – –
9WM
847
9258 Wealth Management
Ohio
$1.39M -$119K -668 -8%
AWM
848
Avior Wealth Management
Nebraska
$1.38M -$56.7K -322 -4%
SIM
849
Stratos Investment Management
Ohio
$1.38M -$39.8K -223 -3%
SWM
850
Shelton Wealth Management
Texas
$1.38M -$18.9K -106 -1%
32 33
34
35 36