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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 %
FAM
951
Forte Asset Management
New York
$1.06M -$3.2M -17,921 -75%
SWM
952
SigFig Wealth Management
California
$1.05M +$85.1K +477 +9%
EIG
953
Ellenbecker Investment Group
Wisconsin
$1.05M +$3.21K +18 +0.3%
IA
954
IFG Advisors
Missouri
$1.05M +$3.57K +20 +0.3%
NFG
955
Nations Financial Group
Iowa
$1.04M +$135K +754 +15%
HWA
956
Heritage Wealth Advisors
Virginia
$1.04M +$24.3K +136 +2%
MMG
957
Monetary Management Group
Missouri
$1.03M +$4.46K +25 +0.4%
LA
958
Lifeworks Advisors
Michigan
$1.03M +$423K +2,373 +70%
NW
959
NewEdge Wealth
Pennsylvania
$1.03M -$1.3M -7,303 -56%
PIA
960
Powell Investment Advisors
Florida
$1.03M +$108K +606 +12%
MIFH
961
Migdal Insurance & Financial Holdings
Israel
$1.02M +$494K +2,821 +94%
JF
962
JSF Financial
California
$1.01M -$148K -827 -13%
TIM
963
Tortoise Investment Management
New York
$1.01M +$4.1K +23 +0.4%
WHG
964
Westwood Holdings Group
Texas
$1.01M +$2.14K +12 +0.2%
SFS
965
Summit Financial Strategies
Ohio
$1.01M +$40.9K +229 +4%
SHJ
966
Sharkey, Howes & Javer
Colorado
$1.01M – – –
BFW
967
Brady Family Wealth
Missouri
$1M +$2.14K +12 +0.2%
SOW
968
State of Wyoming
Wyoming
$995K +$632K +3,545 +175%
SCP
969
Silverleafe Capital Partners
Tennessee
$990K -$1.61K -9 -0.2%
OGF
970
Orin Green Financial
California
$989K -$27.8K -156 -3%
PB
971
Pinnacle Bancorp
Nebraska
$985K +$99K +555 +11%
CWA
972
Core Wealth Advisors
Florida
$984K -$171K -961 -15%
WFA
973
Wade Financial Advisory
California
$984K – – –
MCM
974
Mainstay Capital Management
Michigan
$969K -$12.1K -68 -1%
DWP
975
Daymark Wealth Partners
Ohio
$964K +$731K +4,097 +313%
37 38
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