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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 %
LWCFA
1101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$715K – – –
MIM
1102
Montgomery Investment Management
Maryland
$714K – – –
BCM
1103
BlueCrest Capital Management
Jersey
$714K +$178K +1,000 +33%
AFO
1104
Allie Family Office
Florida
$712K – – –
AGP
1105
Autumn Glory Partners
Texas
$709K – – –
FCB
1106
First County Bank
Connecticut
$709K -$357K -2,003 -34%
SL
1107
Sentry LLC
Tennessee
$708K +$708K +3,969 New
HGERS
1108
Householder Group Estate & Retirement Specialist
Arizona
$708K +$708K +3,969 New
VWM
1109
Valley Wealth Managers
New Jersey
$707K -$17.7K -99 -2%
Bank Julius Baer & Co
1110
Bank Julius Baer & Co
Switzerland
$707K +$488K +2,740 +223%
SDWMA
1111
Schneider Downs Wealth Management Advisors
Pennsylvania
$704K +$20.5K +115 +3%
WDL
1112
Well Done LLC
Michigan
$701K +$94K +527 +15%
PHAM
1113
Palisades Hudson Asset Management
Florida
$699K -$357 -2 -0.1%
NCM
1114
Next Capital Management
New York
$694K +$94.4K +529 +16%
RRA
1115
Round Rock Advisors
Connecticut
$694K -$19.3K -108 -3%
BIM
1116
Bridges Investment Management
Nebraska
$694K – – –
LW
1117
Libra Wealth
California
$692K – – –
TF
1118
Tompkins Financial
New York
$692K +$48.2K +270 +7%
TFG
1119
Tilson Financial Group
New Jersey
$691K – – –
HWA
1120
Heartwood Wealth Advisors
Virginia
$690K +$264K +1,482 +62%
KFI
1121
Key Financial Inc
Pennsylvania
$686K +$6.07K +34 +0.9%
TP
1122
Tranquility Partners
Tennessee
$685K +$13.4K +75 +2%
KAH
1123
Kathryn A. Hall
$675K – – –
PMFA
1124
Plante Moran Financial Advisors
Michigan
$673K -$191K -1,068 -22%
CTA
1125
Colonial Trust Advisors
South Carolina
$672K – – –
43 44
45
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