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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
2.87%
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
1
JPMorgan Chase & Co
New York
$1.72B
2
BPC
2
Banque Pictet & Cie
Switzerland
$567M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.12B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$532M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$452M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$472M
2
BlackRock
2
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
126
Wintrust Investments
Illinois
$33.4M -$4.24M -23,766 -11%
SYBT
127
Stock Yards Bank & Trust
Kentucky
$33.3M +$228K +1,278 +0.7%
SFM
128
Soros Fund Management
New York
$33.3M +$33.3M +186,453 New
PAI
129
Pittenger & Anderson Inc
Nebraska
$33.1M +$1.4M +7,857 +4%
PAG
130
Private Advisor Group
New Jersey
$31.7M -$309K -1,734 -1%
GAB
131
German American Bancorp
Indiana
$31.6M +$1.05M +5,872 +3%
PFO
132
Pathstone Family Office
New Jersey
$31.2M +$13.9M +77,783 +80%
SS
133
Simplicity Solutions
Minnesota
$31M +$30.6M +171,716 +9,691%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$30.6M -$1.34M -7,500 -4%
AHC
135
Anderson Hoagland & Co
Missouri
$30.5M -$4.64K -26 -0%
AWA
136
Artemis Wealth Advisors
New York
$30.5M +$325K +1,824 +1%
JIC
137
Johnson Investment Counsel
Ohio
$30.4M -$50.5K -283 -0.2%
SC
138
Savant Capital
Illinois
$29.6M +$25.9M +144,981 +695%
RWA
139
River Wealth Advisors
Pennsylvania
$29.6M +$2.15M +12,031 +8%
CAN
140
Cetera Advisor Networks
California
$29.3M -$459K -2,574 -2%
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$28.6M +$14.4M +80,500 +101%
ICG
142
InterOcean Capital Group
Tennessee
$28.6M +$224K +1,256 +0.8%
KAS
143
Kestra Advisory Services
Texas
$27.7M -$3.8M -21,297 -12%
TH
144
TCTC Holdings
Texas
$27.4M +$566K +3,173 +2%
ANB
145
Amarillo National Bank
Texas
$27.2M +$2.22M +12,439 +9%
SIMM
146
Stillwater Investment Management (Minnesota)
Minnesota
$26.8M +$155K +870 +0.6%
ECM
147
Engine Capital Management
New York
$26.6M +$26.6M +148,950 New
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
$26.4M -$138M -774,535 -84%
HNB
149
Huntington National Bank
Ohio
$26.1M -$22.8M – –
CTB
150
Country Trust Bank
Illinois
$26.1M -$2.89M -16,189 -10%
4 5
6
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