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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 %
GIA
926
Guyasuta Investment Advisors
Pennsylvania
$1.19M – – –
LA
927
Legacy Advisors
Pennsylvania
$1.19M +$38.4K +216 +3%
ACM
928
Absolute Capital Management
Pennsylvania
$1.19M +$1.19M +6,707 New
LFAS
929
Level Four Advisory Services
Texas
$1.19M +$19.6K +111 +2%
SRC
930
Sage Rhino Capital
California
$1.18M – – –
CASB
931
Cape Ann Savings Bank
Massachusetts
$1.18M +$10.6K +60 +0.9%
JWM
932
Jessup Wealth Management
Ohio
$1.17M -$268K -1,514 -19%
BAMG
933
Brand Asset Management Group
Missouri
$1.17M -$32.3K -183 -3%
NCM
934
Next Capital Management
New York
$1.17M +$478K +2,704 +69%
Manulife (Manufacturers Life Insurance)
935
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M -$42.1K -238 -3%
BWA
936
Bordeaux Wealth Advisors
California
$1.16M +$700K +3,963 +152%
CFO
937
Collective Family Office
Pennsylvania
$1.16M +$68.8K +389 +6%
Lazard Asset Management
938
Lazard Asset Management
New York
$1.15M – – –
IFPG
939
Intrepid Financial Planning Group
Indiana
$1.15M -$5.13K -29 -0.4%
AIM
940
Allen Investment Management
New York
$1.15M – – –
SCA
941
Stonebridge Capital Advisors
Minnesota
$1.15M -$40.1K -227 -3%
NCM
942
NCM Capital Management
New Jersey
$1.15M – – –
TWC
943
TD Waterhouse Canada
Ontario, Canada
$1.14M +$95K +529 +9%
KHLMVGHM
944
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.14M – – –
CF
945
Cantor Fitzgerald
New York
$1.14M -$353K -1,995 -24%
PPC
946
Park Place Capital
Alabama
$1.14M +$42.2K +239 +4%
AWM
947
Activest Wealth Management
Florida
$1.13M +$1.13M +6,411 New
DDPIC
948
Deroy & Devereaux Private Investment Counsel
Michigan
$1.13M – – –
SAG
949
SageView Advisory Group
California
$1.13M -$6.72K -38 -0.6%
PA
950
PFG Advisors
Arizona
$1.13M -$204K -1,152 -15%
36 37
38
39 40