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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 %
NPA
976
Nichols & Pratt Advisers
Massachusetts
$962K -$69.8K -391 -7%
WTB
977
Washington Trust Bank
Washington
$959K +$31.6K +177 +3%
PL
978
Parthenon LLC
Kentucky
$954K -$5.35K -30 -0.6%
CB
979
Community Bank
New York
$954K – – –
TA
980
Tactive Advisors
Florida
$952K +$464K +2,600 +95%
AFA
981
American Financial Advisors
Georgia
$950K -$3.21K -18 -0.3%
APIM
982
Agate Pass Investment Management
Washington
$946K -$45K -252 -5%
FF
983
Fluent Financial
Texas
$935K -$7.63M -42,769 -89%
CIAS
984
Capital Investment Advisory Services
North Carolina
$935K +$180K +1,010 +24%
TWC
985
TD Waterhouse Canada
Ontario, Canada
$930K -$2.21K -12 -0.2%
DIP
986
Davis Investment Partners
North Carolina
$929K +$39.8K +227 +4%
NCM
987
Neumann Capital Management
California
$929K – – –
CMA
988
Cedar Mountain Advisors
Oregon
$924K – – –
CSPIA
989
Cary Street Partners Investment Advisory
Virginia
$920K +$9.46K +53 +1%
GCA
990
Gradient Capital Advisors
California
$917K – – –
MFT
991
Moisand Fitzgerald Tamayo
Florida
$906K – – –
GKWIM
992
Gerber Kawasaki Wealth & Investment Management
California
$904K +$8.74K +49 +1%
MSFS
993
Main Street Financial Solutions
Pennsylvania
$902K +$32.3K +181 +4%
AWA
994
Arkadios Wealth Advisors
Georgia
$901K +$157K +880 +21%
NGA
995
Naples Global Advisors
Florida
$901K +$77.8K +436 +9%
TGAM
996
TBH Global Asset Management
Tennessee
$899K +$383K +2,144 +74%
MA
997
MBA Advisors
Pennsylvania
$898K – – –
MPM
998
Meritage Portfolio Management
Kansas
$896K -$48.2K -270 -5%
BWA
999
Blodgett Wealth Advisors
California
$895K -$21.4K -120 -2%
ICM
1000
Ionic Capital Management
New York
$892K – – –
38 39
40
41 42