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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 %
GCM
1576
Gables Capital Management
Florida
$251K – – –
RRCM
1577
Rappaport Reiches Capital Management
Illinois
$251K – – –
TF
1578
Trek Financial
Arizona
$250K +$250K +1,404 New
AC
1579
AlphaCore Capital
California
$250K +$57.4K +322 +30%
DL
1580
DOHJ LLC
Washington
$250K – – –
CFO
1581
CVA Family Office
Colorado
$249K +$178 +1 +0.1%
LWMG
1582
Levy Wealth Management Group
Pennsylvania
$248K +$357 +2 +0.1%
ECG
1583
EPIQ Capital Group
California
$247K +$892 +5 +0.4%
WWM
1584
Windsor Wealth Management
Indiana
$247K -$351 -2 -0.1%
AG
1585
Ascent Group
Virginia
$247K +$7.85K +44 +3%
RIS
1586
Retirement Income Solutions
Michigan
$247K – – –
SWM
1587
Stockman Wealth Management
Montana
$246K +$24.3K +136 +11%
WP
1588
WealthPLAN Partners
Nebraska
$245K -$93.5K -524 -28%
BLC
1589
Brown, Lisle/Cummings
Rhode Island
$245K – – –
IFA
1590
Interactive Financial Advisors
Illinois
$244K -$5.35K -30 -2%
Schroder Investment Management Group
1591
Schroder Investment Management Group
United Kingdom
$244K -$2.44M -13,693 -91%
VBWMG
1592
Von Berge Wealth Management Group
California
$243K – – –
KFS
1593
Kaizen Financial Strategies
California
$243K +$35.9K +201 +17%
JPG
1594
Jordan Park Group
California
$243K -$1.35M -7,559 -85%
MWA
1595
Monograph Wealth Advisors
California
$242K – – –
AWA
1596
Acorn Wealth Advisors
Michigan
$242K +$357 +2 +0.1%
TW
1597
TrinityPoint Wealth
Connecticut
$242K -$10.3K -58 -4%
PVAMC
1598
PPS&V Asset Management Consultants
Michigan
$241K – – –
IWP
1599
Icon Wealth Partners
Texas
$240K +$240K +1,347 New
CSB
1600
City State Bank
Iowa
$240K -$891 -5 -0.4%
62 63
64
65 66