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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 %
LNWTC
851
Laird Norton Wetherby Trust Company
Washington
$1.38M +$164K +917 +13%
COCM
852
Charter Oak Capital Management
New Hampshire
$1.38M -$53.9K -302 -4%
WAM
853
Wakefield Asset Management
Colorado
$1.38M +$22.7K +127 +2%
LB
854
Legacy Bridge
Iowa
$1.37M – – –
CWG
855
Cornerstone Wealth Group
North Carolina
$1.36M -$15.1M -84,679 -92%
SF
856
Summit Financial
New Jersey
$1.36M -$12K -67 -0.9%
MFG
857
Midwest Financial Group
Kansas
$1.36M +$1.36M +7,609 New
STCOSD
858
Sageworth Trust Company of South Dakota
South Dakota
$1.34M – – –
MFG
859
MidWestOne Financial Group
Iowa
$1.34M +$54.4K +305 +4%
CS
860
Cannell & Spears
New York
$1.34M +$1.25K +7 +0.1%
BFC
861
Bedel Financial Consulting
Indiana
$1.34M +$118K +662 +10%
AWA
862
Authentikos Wealth Advisory
California
$1.33M +$1.33M +7,641 New
MC
863
Middleton & Co
Massachusetts
$1.33M – – –
PGWM
864
Pitti Group Wealth Management
New York
$1.33M +$8.39K +47 +0.6%
EAM
865
Evanson Asset Management
California
$1.32M -$132K -741 -9%
IP
866
Intellectus Partners
California
$1.32M +$58.5K +328 +5%
ETIA
867
Epic Trust Investment Advisors
Washington
$1.32M +$2.68K +15 +0.2%
Tudor Investment Corp
868
Tudor Investment Corp
Connecticut
$1.31M +$336K +1,884 +34%
RIL
869
Rothschild Investment LLC
Illinois
$1.31M – – –
MNBTD
870
Moody National Bank Trust Division
Texas
$1.31M +$355K +1,988 +37%
RWMH
871
Riverpoint Wealth Management Holdings
Illinois
$1.31M +$535 +3 +0%
DZ Bank
872
DZ Bank
Germany
$1.3M – – –
OIA
873
Optimum Investment Advisors
Illinois
$1.29M +$80.5K +451 +7%
PIMG
874
Patriot Investment Management Group
Tennessee
$1.29M – – –
AIP
875
ARS Investment Partners
New York
$1.29M +$1.29M +7,208 New
33 34
35
36 37