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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.22B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.73B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.72B
4
Wells Fargo
4
Wells Fargo
California
$4.34B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$691M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.92B
2
Millennium Management
2
Millennium Management
New York
$59.6M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$834M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$75.1M 373,976 -9,544 -2%
CI
102
Clal Insurance
Israel
$74.3M 370,000 +370,000 New
CAM
103
Cresset Asset Management
Illinois
$74.1M 369,346 +23,549 +7%
CFG
104
Citizens Financial Group
Rhode Island
$73M 363,554 +4,437 +1%
HHGA
105
Halbert Hargrove Global Advisors
California
$70.7M 352,353 -20,181 -5%
WT
106
Washington Trust
Rhode Island
$70.1M 349,282 -12,806 -4%
Comerica Bank
107
Comerica Bank
Texas
$67.6M 336,767 -6,746 -2%
AT
108
Arvest Trust
Oklahoma
$66.3M 330,352 -3,442 -1%
FTUS
109
Flow Traders U.S.
New York
$65.8M 328,023 +328,023 New
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$65.2M 325,000 +325,000 New
Corient Private Wealth
111
Corient Private Wealth
Florida
$64.4M 320,989 -274,190 -46%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$62.5M 311,224 -4,934 -2%
APF
113
Alaska Permanent Fund
Alaska
$62.1M 309,518 – –
PI
114
Parkside Investments
Illinois
$60.8M 303,030 +19,382 +7%
ZCM
115
Zenyatta Capital Management
Delaware
$60.2M 300,000 +300,000 New
Millennium Management
116
Millennium Management
New York
$59.6M 296,867 -4,029,987 -93%
BBVA
117
Banco Bilbao Vizcaya Argentaria
Spain
$59.4M 294,803 +18,970 +7%
RFC
118
Regions Financial Corp
Alabama
$58.2M 290,006 +5 +0%
Deutsche Bank
119
Deutsche Bank
Germany
$58M 288,838 -49,207 -15%
GI
120
GLOBALT Investments
Georgia
$57.9M 288,247 +288,247 New
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$56.1M 279,349 +22,720 +9%
MSR
122
Main Street Research
Connecticut
$55.3M 275,590 +96,587 +54%
PCM
123
Polus Capital Management
United Kingdom
$54.2M 270,000 +270,000 New
MTWSIF
124
Mivtachim The Workers Social Insurance Fund
Israel
$53.7M 267,750 +267,750 New
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$53M 264,257 +20,948 +9%
3 4
5
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