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 %
GIA
901
Guyasuta Investment Advisors
Pennsylvania
$1.21M -$13.9K -78 -1%
PCM
902
Pointe Capital Management
Michigan
$1.21M -$3.03K -17 -0.2%
HCMT
903
Highland Capital Management (Tennessee)
Tennessee
$1.21M -$268K -1,505 -18%
ONST
904
Old North State Trust
North Carolina
$1.21M +$9.27K +52 +0.8%
RZH
905
Relyea Zuckerberg Hanson
Connecticut
$1.21M -$9.46K -53 -0.8%
AWM
906
Aprio Wealth Management
Georgia
$1.2M +$148K +829 +14%
KFP
907
KMG Fiduciary Partners
Ohio
$1.2M +$836K +4,688 +232%
SRC
908
Sage Rhino Capital
California
$1.19M – – –
Manulife (Manufacturers Life Insurance)
909
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M -$294K -1,648 -20%
SGCA
910
Steel Grove Capital Advisors
Tennessee
$1.19M – – –
AA
911
AlphaMark Advisors
Kentucky
$1.19M -$113K -634 -9%
Fisher Asset Management
912
Fisher Asset Management
Washington
$1.19M +$823K +4,611 +226%
PWG
913
Private Wealth Group
Florida
$1.18M -$114K -638 -9%
EP
914
Edgestream Partners
New Jersey
$1.17M -$698K -3,913 -37%
IMOV
915
Investment Management of Virginia
Virginia
$1.16M -$2.21M -12,375 -65%
PGWM
916
Parisi Gray Wealth Management
New Jersey
$1.16M +$207K +1,159 +22%
MLIC
917
Mandatum Life Insurance Company
Finland
$1.16M -$8.85M -49,604 -88%
AIM
918
Allen Investment Management
New York
$1.16M -$86.5K -485 -7%
IFPG
919
Intrepid Financial Planning Group
Indiana
$1.16M -$43K -241 -4%
PPC
920
Park Place Capital
Alabama
$1.16M -$61K -342 -5%
NCM
921
NCM Capital Management
New Jersey
$1.16M -$31.2K -175 -3%
AA
922
Ancora Advisors
Ohio
$1.15M +$26K +146 +2%
X
923
Xponance
Pennsylvania
$1.14M +$612K +3,428 +115%
EL
924
EQ LLC
Washington
$1.14M -$11.4K -64 -1%
SCA
925
Sage Capital Advisors
South Dakota
$1.14M +$178 +1 +0%
35 36
37
38 39