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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 %
OBGC
1151
O'Brien Greene & Co
Pennsylvania
$633K – – –
AIS
1152
American Investment Services
Massachusetts
$633K – – –
VF
1153
Vawter Financial
Ohio
$630K -$76.7K -430 -11%
RFG
1154
RFP Financial Group
Georgia
$630K – – –
TAM
1155
Townsend Asset Management
North Carolina
$630K -$377K -2,113 -37%
SWM
1156
Segment Wealth Management
Texas
$625K – – –
PFA
1157
Plotkin Financial Advisors
Maryland
$624K – – –
BA
1158
Ballew Advisors
Mississippi
$622K +$1.47K +8 +0.2%
TIA
1159
Tiemann Investment Advisors
California
$622K +$357 +2 +0.1%
MPW
1160
Monterey Private Wealth
California
$620K -$13.9K -78 -2%
FANJ
1161
Financial Architects (New Jersey)
New Jersey
$619K -$72.4K -406 -10%
BFO
1162
Biltmore Family Office
North Carolina
$618K +$237K +1,329 +62%
PMG
1163
Private Management Group
California
$614K -$51.2K -287 -8%
TCWM
1164
Total Clarity Wealth Management
Illinois
$611K +$535 +3 +0.1%
BIA
1165
Bigelow Investment Advisors
Maine
$610K -$54.9K -308 -8%
CAM
1166
Concorde Asset Management
Michigan
$608K -$24.6K -138 -4%
IRC
1167
Investors Research Corp
Georgia
$607K – – –
NL
1168
Navalign LLC
California
$603K -$14.8K -83 -2%
HT
1169
Heritage Trust
Oklahoma
$603K -$357 -2 -0.1%
FSA
1170
Fort Sheridan Advisors
Illinois
$602K +$2.14K +12 +0.4%
HPA
1171
High Probability Advisors
New York
$602K +$1.78K +10 +0.3%
TT
1172
TI-Trust
Illinois
$600K -$4.46K -25 -0.7%
MAM
1173
Meeder Asset Management
Ohio
$600K – – –
TWM
1174
Thrive Wealth Management
Pennsylvania
$599K -$535K -3,001 -47%
VCAM
1175
Van Cleef Asset Management
Ohio
$597K – – –
45 46
47
48 49