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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 %
VST
1651
Van Strum & Towne
California
$219K – – –
CWM
1652
Curi Wealth Management
North Carolina
$218K -$16.8K -94 -7%
AWMT
1653
AAFMAA Wealth Management & Trust
North Carolina
$218K – – –
MAG
1654
Mayfair Advisory Group
Alabama
$218K +$3K +17 +1%
AOWM
1655
Alpha Omega Wealth Management
Virginia
$218K – – –
JAG
1656
Journey Advisory Group
Kentucky
$217K -$178 -1 -0.1%
EHC
1657
Everett Harris & Co
California
$217K -$26.8K -150 -11%
MHR
1658
Matthew Hamilton Rosenberg
$217K – – –
KAM
1659
Knightsbridge Asset Management
California
$216K -$7.33K -41 -3%
MCP
1660
Mirador Capital Partners
California
$216K -$9.63K -54 -4%
PCMF
1661
Private Capital Management (Florida)
Florida
$214K -$207K -1,160 -49%
AT
1662
American Trust
Kentucky
$213K -$438K -2,456 -67%
CGFA
1663
Colton Groome Financial Advisors
North Carolina
$212K -$25K -140 -11%
ACP
1664
Aveo Capital Partners
Colorado
$212K +$212K +1,189 New
CIG
1665
Cairn Investment Group
Washington
$211K – – –
BB
1666
Berkshire Bank
Massachusetts
$211K – – –
BST
1667
Bath Savings Trust
Maine
$211K -$9.99K -56 -5%
VPP
1668
Vertex Planning Partners
Illinois
$210K +$210K +1,179 New
WAG
1669
Wallace Advisory Group
California
$209K – – –
BAM
1670
BOS Asset Management
Illinois
$209K +$3.03K +17 +1%
CWM
1671
Cahill Wealth Management
Michigan
$209K +$178 +1 +0.1%
GG
1672
Greenwood Gearhart
Arkansas
$208K -$58.9K -330 -22%
AMCA
1673
Arthur M. Cohen & Associates
Illinois
$207K -$1.17M -5,187 -85%
QHA
1674
Quarry Hill Advisors
Minnesota
$207K – – –
VFP
1675
Verus Financial Partners
Virginia
$206K +$682 +4 +0.3%
65 66
67
68 69