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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 %
ITIM
876
Indiana Trust & Investment Management
Indiana
$1.31M +$1.31M +7,426 New
OIA
877
Optimum Investment Advisors
Illinois
$1.3M +$16.4K +93 +1%
COCM
878
Charter Oak Capital Management
New Hampshire
$1.3M +$18.9K +107 +1%
EWM
879
Empirical Wealth Management
Washington
$1.3M +$280K +1,585 +27%
MNBTD
880
Moody National Bank Trust Division
Texas
$1.3M – – –
RWMH
881
Riverpoint Wealth Management Holdings
Illinois
$1.3M – – –
RIL
882
Rothschild Investment LLC
Illinois
$1.3M – – –
SCM
883
Shapiro Capital Management
Georgia
$1.29M -$4.16M -23,520 -76%
CCG
884
Cypress Capital Group
Florida
$1.29M -$4.77K -27 -0.4%
GKWIM
885
Gerber Kawasaki Wealth & Investment Management
California
$1.28M +$232K +1,312 +22%
USCWA
886
U.S. Capital Wealth Advisors
Texas
$1.28M +$36.4K +206 +3%
PIMG
887
Patriot Investment Management Group
Tennessee
$1.28M – – –
WCF
888
West Coast Financial
California
$1.27M -$20.7K -117 -2%
OFG
889
Oxford Financial Group
Indiana
$1.27M -$1.06K -6 -0.1%
PCM
890
Pointe Capital Management
Michigan
$1.27M +$16.3K +92 +1%
HCMT
891
Highland Capital Management (Tennessee)
Tennessee
$1.27M – – –
CC
892
Chicago Capital
Illinois
$1.27M +$59.6K +337 +5%
CB
893
Community Bank
New York
$1.27M +$60.6K +343 +5%
AIMC
894
Alley Investment Management Company
Illinois
$1.27M +$26.5K +150 +2%
Allspring Global Investments
895
Allspring Global Investments
North Carolina
$1.27M +$143K +809 +13%
TFF
896
The Family Firm
Maryland
$1.26M +$178K +1,009 +16%
MLIC
897
Mandatum Life Insurance Company
Finland
$1.26M – – –
HSA
898
HBK Sorce Advisory
Pennsylvania
$1.26M +$68.6K +388 +6%
JFGIW
899
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M +$61K +344 +5%
KFP
900
KMG Fiduciary Partners
Ohio
$1.26M +$71.9K +407 +6%
34 35
36
37 38