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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 %
OAM
876
Occidental Asset Management
California
$1.28M -$184K -1,032 -13%
FA
877
Fagan Associates
New York
$1.28M -$3.21K -18 -0.3%
CFO
878
Collective Family Office
Pennsylvania
$1.27M +$326K +1,828 +35%
OSAM
879
O'Shaughnessy Asset Management
Connecticut
$1.27M +$819K +4,593 +184%
OIM
880
Orca Investment Management
Oregon
$1.26M -$8.74K -49 -0.7%
GFS
881
GYL Financial Synergies
Connecticut
$1.26M +$467K +2,615 +59%
HSA
882
HBK Sorce Advisory
Pennsylvania
$1.26M -$1.26M -7,047 -50%
CWM
883
ClientFirst Wealth Management
Arkansas
$1.26M – – –
BTIM
884
BancFirst Trust & Investment Management
Oklahoma
$1.26M – – –
BFO
885
Boston Family Office
Massachusetts
$1.26M – – –
JA
886
JVL Associates
Michigan
$1.25M – – –
AIMC
887
Alley Investment Management Company
Illinois
$1.25M +$107K +600 +9%
6F
888
626 Financial
Michigan
$1.25M -$55.8K -313 -4%
CCG
889
Cypress Capital Group
Florida
$1.24M -$13.7K -77 -1%
BMWM
890
Brown Miller Wealth Management
Virginia
$1.24M +$49.4K +277 +4%
BAMG
891
Brand Asset Management Group
Missouri
$1.24M – – –
SCA
892
Stonebridge Capital Advisors
Minnesota
$1.24M -$2.5K -14 -0.2%
CC
893
Chicago Capital
Illinois
$1.23M -$16.4K -92 -1%
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M +$12.5K +70 +1%
CTC
895
Central Trust Company
Missouri
$1.23M – – –
PA
896
PFG Advisors
Arizona
$1.23M -$112K -628 -8%
PS
897
Planned Solutions
California
$1.22M +$3.75K +21 +0.3%
Fuller & Thaler Asset Management
898
Fuller & Thaler Asset Management
California
$1.22M -$3.17M -17,797 -72%
CA
899
Cambridge Advisors
Nebraska
$1.22M -$357 -2 -0%
PCM
900
Presidio Capital Management
California
$1.22M -$1.01M -5,652 -45%
34 35
36
37 38