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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 %
EDRH
1501
Edmond de Rothschild Holding
Switzerland
$302K – – –
TNA
1502
True North Advisors
Texas
$302K -$1.07K -6 -0.4%
NIM
1503
Northeast Investment Management
Massachusetts
$301K -$6.6K -37 -2%
AUB
1504
Atlantic Union Bankshares
Virginia
$301K -$17.8K -100 -6%
LDB
1505
Lee, Danner & Bass
Tennessee
$300K – – –
SMA
1506
Sage Mountain Advisors
Georgia
$298K +$7.14K +40 +2%
RC
1507
Rovin Capital
Arizona
$298K -$224K -1,256 -43%
QC
1508
Quent Capital
New York
$298K – – –
PK
1509
Pflug Koory
Nebraska
$297K – – –
PWP
1510
Principle Wealth Partners
Connecticut
$296K -$24.4K -137 -8%
MC
1511
Miramar Capital
Illinois
$295K – – –
TWA
1512
TCI Wealth Advisors
Arizona
$295K +$49.1K +275 +20%
IPW
1513
Intergy Private Wealth
Colorado
$293K +$69K +387 +31%
LCM
1514
Logan Capital Management
Pennsylvania
$293K -$14.5K -81 -5%
IAM
1515
Innovis Asset Management
Illinois
$292K -$374K -2,096 -56%
DLCIG
1516
D.L. Carlson Investment Group
New Hampshire
$292K -$20.3K -114 -7%
AWA
1517
Amplius Wealth Advisors
Pennsylvania
$292K +$36.8K +206 +14%
MAWCM
1518
Mine & Arao Wealth Creation & Management
California
$291K -$14.6K -82 -5%
RA
1519
Rise Advisors
New York
$291K -$892 -5 -0.3%
P
1520
&Partners
Tennessee
$290K -$33.9K -190 -10%
BP
1521
BBR Partners
New York
$290K +$17.7K +99 +6%
SCG
1522
Sonata Capital Group
Washington
$290K +$46.3K +259 +19%
SAM
1523
S.A. Mason
Michigan
$290K -$4.46K -25 -2%
FCCM
1524
First City Capital Management
Georgia
$290K +$5.43K +31 +2%
EWG
1525
Executive Wealth Group
Washington
$289K +$1.07K +6 +0.4%
59 60
61
62 63