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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 %
CIM
1301
CIM Investment Management
Pennsylvania
$443K -$344K -1,928 -44%
WAG
1302
Winthrop Advisory Group
Massachusetts
$443K -$17.8K -100 -4%
BCP
1303
Berkeley Capital Partners
Georgia
$443K -$35.1K -197 -7%
EWA
1304
Encompass Wealth Advisors
Oregon
$442K +$82.1K +460 +23%
PMAM
1305
Picton Mahoney Asset Management
Ontario, Canada
$442K -$37.4K -210 -8%
MOS
1306
MGO One Seven
Ohio
$441K -$183K -1,028 -29%
SIAS
1307
Summit Investment Advisory Services
Minnesota
$441K +$1.96K +11 +0.4%
KTC
1308
Kistler-Tiffany Companies
Pennsylvania
$440K -$19.1K -107 -4%
PG
1309
Patten Group
Tennessee
$439K -$14.5K -81 -3%
W
1310
Wealthquest
Ohio
$436K -$1.43K -8 -0.3%
SWM
1311
SFG Wealth Management
Maryland
$435K -$35.5K -199 -8%
WCM
1312
Wealthcare Capital Management
Virginia
$435K +$117K +657 +37%
BFIM
1313
Beese Fulmer Investment Management
Ohio
$434K – – –
HPM
1314
Hudson Portfolio Management
New York
$434K -$13K -73 -3%
JIP
1315
Jaffetilchin Investment Partners
Florida
$431K -$5K -28 -1%
LSIA
1316
LaSalle St. Investment Advisors
Illinois
$430K +$1.25K +7 +0.3%
AFC
1317
AFT Forsyth & Company
Florida
$428K -$23.2K -130 -5%
MTIM
1318
Marathon Trading Investment Management
Pennsylvania
$428K – – –
PAWA
1319
Palo Alto Wealth Advisors
California
$423K – – –
MSWMA
1320
Market Street Wealth Management Advisors
Indiana
$422K -$4.1K -23 -1%
FNBOO
1321
First National Bank of Omaha
Nebraska
$421K -$286K -1,601 -40%
LA
1322
Latitude Advisors
Florida
$421K +$16.4K +92 +4%
CT
1323
Colonial Trust
South Carolina
$417K +$178 +1 +0%
WPA
1324
West Paces Advisors
Georgia
$417K – – –
HHGC
1325
Hunting Hill Global Capital
New York
$415K +$25.7K +144 +7%
51 52
53
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