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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 %
D
1026
Diversified
Delaware
$840K +$92.2K +517 +12%
IA
1027
IAM Advisory
Pennsylvania
$838K -$237K -1,329 -22%
SCA
1028
Sandy Cove Advisors
Massachusetts
$836K +$836K +4,687 New
BFA
1029
Bragg Financial Advisors
North Carolina
$832K -$68.1K -382 -8%
GFPC
1030
Global Financial Private Client
Florida
$828K +$9.1K +51 +1%
PCMU
1031
Paragon Capital Management (Utah)
Utah
$828K +$19.1K +107 +2%
MFA
1032
McClarren Financial Advisors
Pennsylvania
$826K +$2.3K +13 +0.3%
MWM
1033
Mattern Wealth Management
Kansas
$824K +$18.7K +105 +2%
LSA
1034
Lion Street Advisors
Texas
$823K +$823K +4,610 New
RG
1035
Retirement Group
California
$817K -$3.21K -18 -0.4%
LC
1036
LCNB Corp
Ohio
$816K -$19.6K -110 -2%
KTA
1037
Keeley-Teton Advisors
Illinois
$815K – – –
WPC
1038
White Pine Capital
Minnesota
$815K +$219K +1,227 +37%
MM
1039
Meridian Management
Arkansas
$815K +$440K +2,464 +117%
LW
1040
Linscomb Wealth
Texas
$813K -$78.7K -441 -9%
SWM
1041
Sugarloaf Wealth Management
Georgia
$812K -$18.6K -104 -2%
PAM
1042
PVG Asset Management
Colorado
$811K +$811K +4,545 New
OWP
1043
Obermeyer Wealth Partners
Colorado
$810K -$343K -1,925 -30%
WP
1044
WealthSource Partners
California
$809K -$88K -493 -10%
EE
1045
EWG Elevate
California
$809K +$3.03K +17 +0.4%
PWP
1046
Perfromance Wealth Partners
Illinois
$806K – – –
CHA
1047
Carmichael Hill & Associates
Maryland
$805K – – –
FAAM
1048
First Ascent Asset Management
Colorado
$804K -$83.5K -468 -9%
KCM
1049
KLK Capital Management
California
$802K +$7.67K +43 +1%
RLWM
1050
RF&L Wealth Management
Massachusetts
$801K -$21.2K -119 -3%
40 41
42
43 44