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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 %
MP
1401
McDonald Partners
Ohio
$359K -$27.1K -152 -7%
CWM
1402
Collaborative Wealth Management
Florida
$358K -$19.3K -108 -5%
GPA
1403
Guidance Point Advisors
Massachusetts
$358K +$178 +1 +0%
EW
1404
Enzi Wealth
Texas
$358K -$137K -764 -28%
FCA
1405
Fortis Capital Advisors
Kansas
$357K -$49.1K -275 -12%
CB
1406
CNB Bank
Pennsylvania
$357K +$13.6K +76 +4%
RVPG
1407
Relative Value Partners Group
$356K – – –
EIP
1408
Ellis Investment Partners
Pennsylvania
$354K +$5.53K +31 +2%
PFGIA
1409
Patriot Financial Group Insurance Agency
Massachusetts
$353K +$139K +779 +65%
MWM
1410
Madison Wealth Management
Ohio
$353K -$11.6K -65 -3%
AP
1411
Americana Partners
Texas
$352K – – –
HFAS
1412
Hummer Financial Advisory Services
Illinois
$352K – – –
BWP
1413
Baldwin Wealth Partners
Massachusetts
$352K -$1.78K -10 -0.5%
MWA
1414
Meridian Wealth Advisors
Texas
$351K -$69.2K -388 -16%
QPWM
1415
Quadrant Private Wealth Management
Pennsylvania
$351K – – –
SC
1416
Sonen Capital
California
$349K +$349K +1,956 New
TCM
1417
True Capital Management
California
$349K +$535 +3 +0.2%
HNWAG
1418
High Net Worth Advisory Group
Florida
$348K -$357 -2 -0.1%
NP
1419
Nilsine Partners
Colorado
$348K +$348K +1,951 New
AWG
1420
Altus Wealth Group
Colorado
$347K +$8.56K +48 +3%
SAM
1421
Silverhawk Asset Management
Arizona
$347K -$4.46K -25 -1%
SCA
1422
STALEY CAPITAL ADVISERS
Pennsylvania
$346K +$60.6K +340 +21%
AIC
1423
Argus Investors Counsel
New York
$346K -$357 -2 -0.1%
HI
1424
Horizon Investments
North Carolina
$345K -$25.7K -144 -7%
AWAG
1425
ARS Wealth Advisors Group
Florida
$344K +$84.4K +473 +32%
55 56
57
58 59