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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 %
PCM
1001
Pentwater Capital Management
Florida
$892K – – –
DIGDR
1002
Dynamo Internacional Gestao de Recursos
Brazil
$892K +$892K +5,000 New
BDFN
1003
Bond & Devick Financial Network
Minnesota
$889K +$123K +687 +16%
BONH
1004
Bank of New Hampshire
New Hampshire
$885K – – –
MLL
1005
Moody Lynn & Lieberson
Massachusetts
$884K +$10.7K +60 +1%
RF
1006
Rollins Financial
Georgia
$883K +$217K +1,218 +33%
KA
1007
Kovack Advisors
Florida
$881K +$11.1K +62 +1%
HA
1008
HFG Advisors
Ohio
$878K +$1.61K +9 +0.2%
DDPIC
1009
Deroy & Devereaux Private Investment Counsel
Michigan
$877K +$21.4K +120 +3%
SCA
1010
Snowden Capital Advisors
New York
$876K -$788K -4,419 -47%
AHC
1011
Adell Harriman & Carpenter
Texas
$876K -$41.2K -231 -4%
CWM
1012
Catalyst Wealth Management
Georgia
$876K +$35.1K +197 +4%
FFA
1013
Fragasso Financial Advisors
Pennsylvania
$875K +$1.07K +6 +0.1%
HWM
1014
Howard Wealth Management
Connecticut
$875K -$12.1K -68 -1%
LTL
1015
Lowery Thomas LLC
California
$874K -$3.39K -19 -0.4%
AF
1016
Apexium Financial
Texas
$874K +$114K +640 +15%
V
1017
VeraBank
Texas
$868K -$78.5K -440 -8%
MTIC
1018
Missouri Trust & Investment Company
Missouri
$857K -$46.7K -262 -5%
CPA
1019
Cardiff Park Advisors
California
$856K -$48.3K -271 -5%
SHFA
1020
SC&H Financial Advisors
Maryland
$852K -$9.1K -51 -1%
SWA
1021
Sightline Wealth Advisors
Connecticut
$852K -$362K -2,028 -30%
PIA
1022
Perennial Investment Advisors
California
$847K +$448K +2,509 +112%
ERWM
1023
Elk River Wealth Management
Colorado
$847K -$117K -656 -12%
SIA
1024
Stegner Investment Associates
Kentucky
$846K – – –
VWM
1025
Venturi Wealth Management
Texas
$845K -$41.9K -235 -5%
39 40
41
42 43