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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 %
MAG
1326
MRA Advisory Group
New Jersey
$415K +$415K +2,327 New
FF
1327
Francis Financial
$411K -$20.2K -113 -5%
CSIC
1328
Clifford Swan Investment Counsel
California
$410K – – –
CG
1329
Cynosure Group
Utah
$410K +$1.07K +6 +0.3%
BCM
1330
Bienville Capital Management
New York
$410K -$1.78K -10 -0.4%
SSW
1331
Stone Summit Wealth
Florida
$410K – – –
SSW
1332
Smith Shellnut Wilson
Mississippi
$404K – – –
SW
1333
Simplicity Wealth
New Jersey
$404K +$186K +1,045 +86%
VFG
1334
V2 Financial group
Illinois
$403K -$178K -998 -31%
TA
1335
TFG Advisers
Michigan
$403K +$1.07K +6 +0.3%
CP
1336
Castleview Partners
Texas
$402K -$35.7K -200 -8%
AFP
1337
Ausdal Financial Partners
Iowa
$401K -$3.93K -22 -1%
LSPW
1338
Lake Street Private Wealth
Illinois
$400K +$34.3K +192 +9%
FPGK
1339
Financial Partners Group (Kansas)
Kansas
$399K +$178 +1 +0%
CFAM
1340
Coury Firm Asset Management
Pennsylvania
$399K +$357 +2 +0.1%
LCWP
1341
Legacy Capital Wealth Partners
Arkansas
$399K +$171K +956 +75%
FI
1342
Financial Insights
Washington
$398K +$38K +213 +11%
OFG
1343
Omega Financial Group
California
$398K +$1.07K +6 +0.3%
HI
1344
Harrington Investments
California
$396K – – –
RW
1345
REDW Wealth
New Mexico
$395K – – –
BA
1346
Bluesphere Advisors
Pennsylvania
$393K +$19.8K +111 +5%
FSA
1347
Financial Services Advisory
Maryland
$393K +$76.4K +428 +24%
FA
1348
Fiduciary Alliance
South Carolina
$393K +$3.21K +18 +0.8%
EWA
1349
EverSource Wealth Advisors
Alabama
$393K -$3.21K -18 -0.8%
BAM
1350
Baldrige Asset Management
Pennsylvania
$390K – – –
52 53
54
55 56