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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,908 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 684 increasing their positions, 736 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.42%
Holding in Top 10
169
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.58%
% of All Funds
2.69%
New
119
Increased
684
Reduced
736
Closed
142
Calls
$29.8B
Puts
$65.9B
Net Calls
-$36.1B
Net Calls Change
-$3.7B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.47B
2
Goldman Sachs
Goldman Sachs
New York
$5.86B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$831M
4
Millennium Management
Millennium Management
New York
$765M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$669M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.16B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$184M
3
CS
Clear Street
New York
$0
4
Wells Fargo
Wells Fargo
California
$3.18B
5
BPC
Banque Pictet & Cie
Switzerland
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
1651
Intergy Private Wealth
Colorado
$222K -$20.7K -117 -9%
RB
1652
Renasant Bank
Mississippi
$221K -$16.3K -92 -7%
CPA
1653
Capital Planning Advisors
California
$221K -$97.2K -550 -31%
CAC
1654
Cowen and Company
New York
$221K +$221K +1,250 New
LC
1655
Lincoln Capital
Nebraska
$220K -$14.1K -80 -6%
WAG
1656
Wallace Advisory Group
California
$220K – – –
GSAM
1657
Grant Street Asset Management
Pennsylvania
$219K +$219K +1,240 New
FSCM
1658
Front Street Capital Management
Montana
$218K – – –
MFG
1659
Magnus Financial Group
New York
$217K +$217K +1,230 New
FWI
1660
Facet Wealth Inc
Maryland
$217K +$38.7K +235 +22%
BIM
1661
Bridgecreek Investment Management
Oklahoma
$217K -$17.7K -100 -8%
VST
1662
Van Strum & Towne
California
$217K – – –
QWM
1663
QP Wealth Management
New Jersey
$217K +$217K +1,225 New
MAG
1664
Mayfair Advisory Group
Alabama
$216K -$1.06K -6 -0.5%
PP
1665
PrairieView Partners
Minnesota
$216K -$9.35K -53 -4%
MAP
1666
Milestone Advisory Partners
North Carolina
$216K +$216K +1,221 New
FMI
1667
Fiduciary Management Inc
Wisconsin
$216K +$216K +1,220 New
MHR
1668
Matthew Hamilton Rosenberg
$215K – – –
IAM
1669
Innovis Asset Management
Illinois
$214K +$214K +1,212 New
WP
1670
WMS Partners
Maryland
$214K – – –
TVAMP
1671
Tennessee Valley Asset Management Partners
Tennessee
$213K +$7.96K +45 +4%
SIA
1672
Strategic Investment Advisors
Michigan
$213K +$213K +1,203 New
AOWM
1673
Alpha Omega Wealth Management
Virginia
$212K – – –
OWM
1674
Orgel Wealth Management
Wisconsin
$210K – – –
EFG
1675
Ethos Financial Group
Pennsylvania
$210K +$210K +1,186 New
65 66
67
68 69