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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 %
OPCM
951
Osborne Partners Capital Management
California
$1.13M -$92.1K -521 -8%
ACS
952
Archford Capital Strategies
Illinois
$1.12M – – –
SWM
953
SigFig Wealth Management
California
$1.11M +$31.8K +180 +3%
SGCA
954
Steel Grove Capital Advisors
Tennessee
$1.11M +$6.72K +38 +0.6%
VCM
955
Vivaldi Capital Management
Illinois
$1.1M – – –
BMWM
956
Brown Miller Wealth Management
Virginia
$1.1M +$204K +1,155 +23%
MMG
957
Monetary Management Group
Missouri
$1.09M +$26.5K +150 +2%
ETIA
958
Epic Trust Investment Advisors
Washington
$1.09M -$49K -277 -4%
EL
959
EQ LLC
Washington
$1.09M -$2.83K -16 -0.3%
SHJ
960
Sharkey, Howes & Javer
Colorado
$1.09M +$92.1K +521 +9%
CCM
961
Colorado Capital Management
Colorado
$1.09M -$4.06K -23 -0.4%
AMCA
962
Arthur M. Cohen & Associates
Illinois
$1.08M – – –
APWA
963
Atlas Private Wealth Advisors
New Jersey
$1.08M +$45.8K +259 +4%
SCM
964
SCS Capital Management
Massachusetts
$1.08M – – –
BFO
965
Boston Family Office
Massachusetts
$1.08M -$162K -914 -13%
FNB
966
Farmers National Bank
Kentucky
$1.08M -$17.7K -100 -2%
9WM
967
9258 Wealth Management
Ohio
$1.07M -$11.1K -63 -1%
SFS
968
Summit Financial Strategies
Ohio
$1.06M +$102K +576 +11%
D
969
Diversified
Delaware
$1.06M +$106K +597 +11%
NFG
970
Nations Financial Group
Iowa
$1.05M +$17.9K +101 +2%
MBFW
971
Morton Brown Family Wealth
Pennsylvania
$1.05M -$33.8K -191 -3%
EIG
972
Ellenbecker Investment Group
Wisconsin
$1.05M +$2.83K +16 +0.3%
PB
973
Pinnacle Bancorp
Nebraska
$1.05M +$14.1K +80 +1%
VP
974
Verum Partners
North Carolina
$1.05M +$1.05M +5,935 New
FBFS
975
First Business Financial Services
Wisconsin
$1.05M -$50K -283 -5%
37 38
39
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