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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 %
MIG
1201
McGuire Investment Group
Rhode Island
$568K – – –
DIA
1202
Dana Investment Advisors
Wisconsin
$563K -$275K -1,541 -33%
PI
1203
PFG Investments
New York
$562K +$562K +3,149 New
CCWM
1204
Cassaday & Co Wealth Management
Virginia
$559K -$102K -572 -15%
WDG
1205
Wealth Dimensions Group
Ohio
$559K +$7.85K +44 +1%
SWIM
1206
Smallwood Wealth Investment Management
New Jersey
$558K +$535 +3 +0.1%
FMN
1207
Financial Management Network
California
$557K – – –
MW
1208
Marcum Wealth
Ohio
$556K -$42.6K -239 -7%
BHWM
1209
Bar Harbor Wealth Management
New Hampshire
$554K -$35.7K -200 -6%
DC
1210
Defender Capital
North Carolina
$553K – – –
AB
1211
Atlas Brown
Kentucky
$551K -$6.25K -35 -1%
PTB
1212
Pioneer Trust Bank
Oregon
$550K – – –
JJBC
1213
James J. Burns & Company
New York
$550K +$33.2K +186 +6%
TNB
1214
Thomasville National Bank
Georgia
$549K +$5K +28 +0.9%
FFG
1215
Fullen Financial Group
Ohio
$548K +$1.93K +11 +0.4%
AssetMark Inc
1216
AssetMark Inc
California
$547K -$71.9K -403 -12%
LFG
1217
Larson Financial Group
Missouri
$545K -$218K -1,221 -29%
SFS
1218
Strategic Financial Services
New York
$545K +$28.4K +159 +5%
NG
1219
NWK Group
California
$544K +$26.6K +149 +5%
TI
1220
Trexquant Investment
Connecticut
$542K -$53.2K -298 -9%
BCA
1221
Bay Colony Advisors
Massachusetts
$542K -$72.5K -414 -12%
OSNBOA
1222
Old Second National Bank of Aurora
Illinois
$541K -$216K -1,208 -28%
RDFA
1223
Ritter Daniher Financial Advisory
Ohio
$541K -$45.7K -256 -8%
MCM
1224
Mengis Capital Management
Oregon
$540K -$17.8K -100 -3%
WCM
1225
Washburn Capital Management
Florida
$537K +$142K +795 +36%
47 48
49
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