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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
2.87%
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
1
JPMorgan Chase & Co
New York
$1.72B
2
BPC
2
Banque Pictet & Cie
Switzerland
$567M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.12B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$532M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$452M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$472M
2
BlackRock
2
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
151
Busey Bank
Illinois
$25.9M +$223K +1,248 +0.9%
Neuberger Berman Group
152
Neuberger Berman Group
New York
$25.3M -$5.06M -28,385 -17%
JCM
153
Janney Capital Management
Pennsylvania
$25.2M -$1.14M -6,373 -4%
ST
154
Sageworth Trust
Pennsylvania
$24.9M -$3.28M -18,397 -12%
WTC
155
WhitTier Trust Company
Nevada
$24.7M -$2.19M -12,263 -8%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$23.9M +$15.4M +86,594 +182%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$23.8M -$3.69M -23,706 -13%
FBB
158
Fulton Breakefield Broenniman
Maryland
$23.8M -$3.76M -21,051 -14%
PA
159
Parkside Advisors
California
$23.7M +$108K +603 +0.5%
FHA
160
First Horizon Advisors
Tennessee
$22.9M -$24.8K -139 -0.1%
VFA
161
Valeo Financial Advisors
Indiana
$22.9M +$2.07M +11,629 +10%
RCIM
162
Red Cedar Investment Management
Michigan
$22.6M +$74.4K +417 +0.3%
TFO
163
Tarbox Family Office
California
$22.6M -$218K -1,224 -1%
HCM
164
Hengehold Capital Management
Ohio
$22.5M +$7.86M +44,034 +54%
SW
165
SVB Wealth
Massachusetts
$22.5M -$2.06M -11,527 -8%
FG
166
Foster Group
Iowa
$22.3M -$191K -1,069 -0.8%
Verition Fund Management
167
Verition Fund Management
Connecticut
$22.2M +$11.5M +64,404 +107%
BMM
168
Berkshire Money Management
Massachusetts
$22.1M +$3.97M +22,260 +22%
WANY
169
Wealthspire Advisors (New York)
New York
$21.4M +$2.1M +11,786 +11%
GC
170
Gilbert & Cook
Iowa
$21.4M +$336K +1,885 +2%
EWM
171
Edge Wealth Management
New York
$21.1M -$690K -3,868 -3%
AAG
172
Armstrong Advisory Group
Massachusetts
$20.3M +$20M +112,372 +7,388%
1SB
173
1ST Source Bank
Indiana
$19.5M -$773K -4,333 -4%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$19.5M +$3.82M +21,643 +24%
AF
175
Ally Financial
Michigan
$19.3M – – –
5 6
7
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