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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 %
RPGK
1176
Retirement Planning Group (Kansas)
Kansas
$596K +$357 +2 +0.1%
PL
1177
Plancorp LLC
Missouri
$595K – – –
RFWA
1178
RPg Family Wealth Advisory
Massachusetts
$595K -$354K -1,982 -37%
CFS
1179
CRA Financial Services
New Jersey
$593K -$116K -651 -16%
NB
1180
Northwest Bancshares
Pennsylvania
$592K -$178 -1 -0%
SWA
1181
SOA Wealth Advisors
New York
$590K +$178 +1 +0%
EWS
1182
Evergreen Wealth Solutions
Pennsylvania
$589K +$589K +3,300 New
CG
1183
Castellan Group
Kentucky
$589K – – –
ACM
1184
Ategra Capital Management
Virginia
$588K +$146K +818 +33%
LOPW
1185
Live Oak Private Wealth
North Carolina
$587K +$32.1K +180 +6%
WIC
1186
Woodmont Investment Counsel
Tennessee
$586K -$46.6K -261 -7%
BWM
1187
Baron Wealth Management
Michigan
$583K +$714 +4 +0.1%
LP
1188
LGL Partners
Pennsylvania
$582K +$46.4K +260 +9%
SCA
1189
St. Clair Advisors
Ohio
$582K -$91.7K -514 -14%
PCS
1190
Personal CFO Solutions
New Jersey
$577K +$16.2K +91 +3%
NCM
1191
Narwhal Capital Management
Georgia
$576K – – –
DCM
1192
Donaldson Capital Management
Indiana
$575K +$8.56K +48 +2%
SFP
1193
Shepherd Financial Partners
Massachusetts
$574K – – –
PWMG
1194
Provence Wealth Management Group
California
$573K +$5.89K +33 +1%
BWP
1195
Balboa Wealth Partners
Arizona
$572K -$666K -3,734 -54%
MMA
1196
Miracle Mile Advisors
California
$571K +$12.5K +70 +2%
SAG
1197
SageView Advisory Group
California
$571K -$264K -1,479 -32%
AIC
1198
Ayalon Insurance Company
Israel
$570K -$2.5K -14 -0.4%
ACM
1199
Advisors Capital Management
New Jersey
$570K +$126K +707 +28%
CWP
1200
Cyndeo Wealth Partners
Florida
$570K +$69.4K +389 +14%
46 47
48
49 50