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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 %
SAF
1276
Smith Anglin Financial
Texas
$468K -$25.2K -141 -5%
VIA
1277
Vickerman Investment Advisors
Washington
$468K -$5.53K -31 -1%
HPIA
1278
Hamilton Point Investment Advisors
North Carolina
$467K +$467K +2,616 New
BC
1279
Burney Company
Virginia
$466K +$1.61K +9 +0.3%
MWM
1280
Maripau Wealth Management
Indiana
$466K +$37.1K +208 +9%
LA
1281
Lynch & Associates
Indiana
$464K – – –
FCIM
1282
Fairview Capital Investment Management
California
$464K +$137K +770 +42%
CB
1283
Centennial Bank
Arkansas
$463K – – –
MWP
1284
Madison Wealth Partners
Wisconsin
$463K -$13.2K -74 -3%
CA
1285
Calton & Associates
Florida
$463K +$47.6K +267 +11%
FRA
1286
Frank Rimerman Advisors
California
$462K – – –
LWM
1287
Laidlaw Wealth Management
New York
$461K -$75.6K -424 -14%
SPW
1288
Surience Private Wealth
Washington
$460K -$7.46M -41,817 -94%
ECAM
1289
East Coast Asset Management
Massachusetts
$459K – – –
HIG
1290
Heritage Investment Group
Florida
$459K -$21.9K -123 -5%
BWA
1291
Bordeaux Wealth Advisors
California
$459K +$38.9K +218 +9%
CCMG
1292
Clark Capital Management Group
Pennsylvania
$457K +$110K +618 +32%
GAG
1293
GM Advisory Group
New York
$455K +$178 +1 +0%
ML
1294
McAdam LLC
Pennsylvania
$454K +$274K +1,538 +153%
P
1295
Pitcairn
Pennsylvania
$453K -$453K -2,542 -50%
FAM
1296
Formidable Asset Management
Ohio
$449K -$2.5K -14 -0.6%
CD
1297
Chapin Davis
Maryland
$447K +$139K +779 +45%
FGA
1298
Fortis Group Advisors
New Jersey
$444K +$444K +2,534 New
FPW
1299
Flagship Private Wealth
Massachusetts
$443K +$1.07K +6 +0.2%
AFG
1300
ABLE Financial Group
Arizona
$443K +$443K +2,484 New
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