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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 %
CMI
1426
Clare Market Investments
Texas
$344K -$53.3K -299 -13%
CPA
1427
Capital Performance Advisors
California
$344K +$535 +3 +0.2%
CWM
1428
Congress Wealth Management
Massachusetts
$344K -$1.07M -5,981 -76%
RP
1429
Rice Partnership
Hawaii
$344K +$24.3K +136 +8%
KHLMTHM
1430
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$343K – – –
WEG
1431
World Equity Group
Illinois
$342K -$1.16M -2,831 -77%
SFG
1432
Sovereign Financial Group
Connecticut
$342K -$113K -633 -25%
EI
1433
Ellevest Inc
New York
$341K – – –
LFA
1434
Landmark Financial Advisors
Kentucky
$341K -$3.93K -22 -1%
ACP
1435
Aviance Capital Partners
Florida
$341K +$341K +1,909 New
XT
1436
XTX Topco
Cayman Islands
$340K +$340K +1,907 New
HR
1437
Howe & Rusling
New York
$340K +$5.53K +31 +2%
HS
1438
Horan Securities
United States
$340K +$357 +2 +0.1%
KCM
1439
KRS Capital Management
Michigan
$340K +$178 +1 +0.1%
HWM
1440
Hohimer Wealth Management
Washington
$339K +$339K +1,900 New
FWM
1441
Finer Wealth Management
Massachusetts
$338K – – –
JSC
1442
Jackson Square Capital
California
$337K -$119K -667 -26%
JCM
1443
Jag Capital Management
Missouri
$337K +$337K +1,889 New
DFC
1444
DB Fitzpatrick & Co
Idaho
$335K +$15.3K +86 +5%
FHC
1445
First Heartland Consultants
Missouri
$335K -$1.14M -6,391 -77%
KF
1446
Krilogy Financial
Missouri
$334K +$3.75K +21 +1%
BCG
1447
Breakwater Capital Group
New Jersey
$333K +$97.9K +549 +42%
PIM
1448
Penobscot Investment Management
Massachusetts
$333K -$3.57K -20 -1%
TCM
1449
Traynor Capital Management
Pennsylvania
$332K +$535 +3 +0.2%
DSN
1450
D. Scott Neal
Kentucky
$332K – – –
56 57
58
59 60