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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 %
MFGP
1051
Marshall Financial Group (Pennsylvania)
Pennsylvania
$801K -$27.7K -155 -3%
CHJWM
1052
Carlton Hofferkamp & Jenks Wealth Management
Texas
$799K -$92.4K -530 -10%
EGA
1053
E&G Advisors
Texas
$797K -$182K -1,020 -19%
MFC
1054
Morris Financial Concepts
South Carolina
$796K -$26.6K -149 -3%
IIM
1055
InTrack Investment Management
Vermont
$791K -$607K -3,463 -43%
CB
1056
Cadence Bank
Mississippi
$788K +$26.4K +148 +3%
CWM
1057
Concentric Wealth Management
California
$788K +$200K +1,121 +34%
VCP
1058
Vista Capital Partners
Oregon
$786K +$229K +1,285 +41%
CA
1059
CSM Advisors
Pennsylvania
$785K -$23.4M -131,300 -97%
NRA
1060
NSI Retail Advisors
Pennsylvania
$785K -$23.4M -131,300 -97%
PCM
1061
Penn Capital Management
Pennsylvania
$784K -$82.1K -460 -9%
PBF
1062
Petix & Botte Financial
California
$782K +$782K +4,381 New
JFG
1063
JDM Financial Group
Texas
$781K -$18K -101 -2%
BFM
1064
Broadview Financial Management
Wisconsin
$781K -$6.24K -35 -0.8%
PWW
1065
Pettyjohn Wood & White
Virginia
$780K +$13.9K +78 +2%
MRWM
1066
ML&R Wealth Management
Texas
$779K – – –
WPP
1067
Whalerock Point Partners
Rhode Island
$776K – – –
AAM
1068
Ameraudi Asset Management
New York
$774K +$178 +1 +0%
S
1069
SignatureFD
Georgia
$774K -$39.6K -222 -5%
MPCG
1070
Matrix Private Capital Group
New York
$773K -$4.28K -24 -0.6%
FG
1071
Fiduciary Group
Georgia
$773K -$15K -84 -2%
AF
1072
Alerus Financial
North Dakota
$770K – – –
ECM
1073
Elgethun Capital Management
South Dakota
$769K -$4.66K -26 -0.6%
EWA
1074
Exencial Wealth Advisors
Oklahoma
$767K +$34.3K +192 +5%
SC
1075
SouthState Corp
Florida
$765K -$27.3K -153 -3%
41 42
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