IWM icon

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 %
CSS
1701
Cubist Systematic Strategies
Connecticut
$151K -$2.03M -11,405 -93%
OA
1702
Operose Advisors
Wisconsin
$151K -$3.57K -20 -2%
RBC
1703
Roble Belko & Company
Pennsylvania
$149K – – –
WAS
1704
Winch Advisory Services
Wisconsin
$147K +$35.7K +200 +32%
RFA
1705
Register Financial Advisors
Georgia
$146K +$178 +1 +0.1%
VCM
1706
Versant Capital Management
Arizona
$144K – – –
NL
1707
NVWM LLC
Pennsylvania
$144K -$197K -1,105 -58%
LPIC
1708
LeJeune Puetz Investment Counsel
Michigan
$144K +$18.7K +105 +15%
FCG
1709
Financial Connections Group
California
$143K – – –
ABLA
1710
Alan B. Lancz & Associates
Ohio
$143K – – –
TCPG
1711
Trivant Custom Portfolio Group
California
$143K +$143K +800 New
WC
1712
Westwind Capital
New Mexico
$141K +$28K +157 +25%
CIA
1713
Cascade Investment Advisors
Oregon
$140K +$140K +782 New
FCAG
1714
First Capital Advisors Group
New Jersey
$139K +$16.2K +91 +13%
FMTCOCP
1715
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$138K – – –
CAL
1716
Capital Analysts LLC
Pennsylvania
$138K +$66.2K +371 +92%
EWM
1717
Endurance Wealth Management
Rhode Island
$137K +$30.3K +170 +28%
AW
1718
Avion Wealth
Texas
$135K – – –
FPFS
1719
First Personal Financial Services
North Carolina
$130K – – –
FWA
1720
FSC Wealth Advisors
New York
$130K +$109K +612 +537%
AFG
1721
Albion Financial Group
Utah
$128K – – –
MCM
1722
Mill Capital Management
North Carolina
$127K -$12K -67 -9%
AWM
1723
Aberdeen Wealth Management
Illinois
$127K – – –
FP
1724
Financial Perspectives
Minnesota
$124K +$74.9K +420 +153%
RFA
1725
Resurgent Financial Advisors
Georgia
$122K -$12.1K -68 -9%
67 68
69
70 71