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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 %
KCPG
826
Kavar Capital Partners Group
Kansas
$1.52M -$11.8K -67 -0.8%
LB
827
Legacy Bridge
Iowa
$1.52M – – –
VPIM
828
Vanguard Personalized Indexing Management
California
$1.51M -$13.8K -78 -0.9%
RP
829
Riverbridge Partners
Minnesota
$1.51M +$1.1M +6,232 +272%
AWA
830
Arkadios Wealth Advisors
Georgia
$1.51M +$645K +3,652 +75%
KWM
831
Kaydan Wealth Management
Michigan
$1.5M -$28.2M -159,579 -95%
WAM
832
Wakefield Asset Management
Colorado
$1.5M -$21.2K -120 -1%
BIG
833
Builder Investment Group
Georgia
$1.5M – – –
GWM
834
Greenwich Wealth Management
Connecticut
$1.49M -$146K -825 -9%
MAM
835
MWA Asset Management
Massachusetts
$1.48M +$1.48M +8,380 New
CCG
836
Chatham Capital Group
Georgia
$1.48M +$51.8K +293 +4%
GAM
837
GEM Asset Management
Michigan
$1.48M -$12.2K -69 -0.8%
SAM
838
Sawgrass Asset Management
Florida
$1.47M +$1.47M +8,343 New
LNWTC
839
Laird Norton Wetherby Trust Company
Washington
$1.47M +$150K +844 +11%
CWA
840
CJM Wealth Advisers
Virginia
$1.47M +$40.8K +231 +3%
SIG
841
Stonegate Investment Group
Alabama
$1.46M – – –
DIP
842
Davis Investment Partners
North Carolina
$1.46M -$180K -1,052 -11%
LBC
843
Lowe Brockenbrough & Co
Virginia
$1.46M – – –
AA
844
Alesco Advisors
New York
$1.45M – – –
GBT
845
Grove Bank & Trust
Florida
$1.45M – – –
CPSAC
846
Chas P. Smith & Associates (CPS)
Florida
$1.44M +$29.5K +167 +2%
CWA
847
Centennial Wealth Advisory
Michigan
$1.44M +$77.4K +438 +6%
PGWM
848
Pitti Group Wealth Management
New York
$1.42M +$106K +598 +8%
WPC
849
Wedmont Private Capital
Pennsylvania
$1.41M +$21.8K +125 +2%
IDBONY
850
Israel Discount Bank of New York
New York
$1.41M -$7.6K -43 -0.5%
32 33
34
35 36