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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 %
MW
926
MBL Wealth
North Carolina
$1.14M -$14.1K -79 -1%
DI
927
DFPG Investments
Utah
$1.14M +$600K +3,362 +112%
EFS
928
Essex Financial Services
Connecticut
$1.13M +$10.3K +58 +0.9%
CCA
929
Childress Capital Advisors
Texas
$1.13M -$91K -510 -7%
AWM
930
Activest Wealth Management
Florida
$1.12M +$1.12M +6,380 New
LFAS
931
Level Four Advisory Services
Texas
$1.12M -$67.8K -380 -6%
VCM
932
Vivaldi Capital Management
Illinois
$1.11M -$892K -4,999 -44%
USCWA
933
U.S. Capital Wealth Advisors
Texas
$1.11M +$299K +1,674 +37%
KHLMVGHM
934
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.11M – – –
FBFS
935
First Business Financial Services
Wisconsin
$1.11M – – –
FNB
936
Farmers National Bank
Kentucky
$1.1M -$26.4K -148 -2%
FPAS
937
Focus Partners Advisor Solutions
Missouri
$1.1M +$205K +1,148 +23%
ACS
938
Archford Capital Strategies
Illinois
$1.1M -$21.4K -123 -2%
HIS
939
Harvest Investment Services
Illinois
$1.1M -$103K -575 -9%
MBFW
940
Morton Brown Family Wealth
Pennsylvania
$1.1M – – –
CCM
941
Colorado Capital Management
Colorado
$1.1M – – –
SCM
942
SCS Capital Management
Massachusetts
$1.09M -$1.75M -9,813 -62%
CAG
943
Crestwood Advisors Group
Massachusetts
$1.08M +$315K +1,767 +41%
TW
944
Transform Wealth
Colorado
$1.08M +$18K +101 +2%
IB
945
Intrust Bank
Kansas
$1.08M -$145K -811 -12%
RA
946
RFG Advisory
Alabama
$1.07M +$266K +1,489 +33%
TFF
947
The Family Firm
Maryland
$1.07M +$3.93K +22 +0.4%
PO
948
Private Ocean
California
$1.07M -$1.96K -11 -0.2%
PA
949
Procyon Advisors
Connecticut
$1.06M -$6.96K -39 -0.6%
CASB
950
Cape Ann Savings Bank
Massachusetts
$1.06M +$39.2K +220 +4%
36 37
38
39 40