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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 %
FSCM
1601
Front Street Capital Management
Montana
$240K – – –
FCA
1602
FLC Capital Advisors
California
$240K – – –
HCA
1603
Horan Capital Advisors
Ohio
$240K – – –
AC
1604
Asio Capital
Kentucky
$240K – – –
SDAM
1605
Shulman DeMeo Asset Management
New York
$239K +$2.86K +16 +1%
Charles Schwab
1606
Charles Schwab
California
$239K -$410K -2,298 -63%
BO
1607
Bank OZK
Arkansas
$239K – – –
GWMIA
1608
Global Wealth Management Investment Advisory
Florida
$237K -$33.2K -186 -12%
HCM
1609
Horrell Capital Management
Arkansas
$237K – – –
LC
1610
Lincoln Capital
Nebraska
$237K – – –
SWA
1611
Strategies Wealth Advisors
Michigan
$236K -$5K -28 -2%
SG
1612
Stonnington Group
California
$235K – – –
WI
1613
Wedgewood Investors
Pennsylvania
$235K – – –
FNC
1614
First National Corp
Massachusetts
$235K – – –
KCM
1615
Kennicott Capital Management
California
$234K -$235K -1,315 -50%
ZIG
1616
Zullo Investment Group
Pennsylvania
$234K +$4.1K +23 +2%
DAM
1617
Deltec Asset Management
New York
$234K +$234K +1,310 New
CBOR
1618
Community Bank of Raymore
Missouri
$234K – – –
HWAM
1619
Hennion & Walsh Asset Management
New Jersey
$233K -$3.57K -20 -2%
HKIM
1620
Hayek Kallen Investment Management
Alabama
$233K – – –
Invesco
1621
Invesco
Georgia
$233K -$12.7K -71 -5%
CPP
1622
Capasso Planning Partners
South Carolina
$232K -$3.57K -20 -2%
WMS
1623
Wealth Management Solutions
Pennsylvania
$232K -$396K -2,218 -63%
SAM
1624
SP Asset Management
California
$231K +$714 +4 +0.3%
JWM
1625
JGP Wealth Management
Oregon
$231K – – –
63 64
65
66 67