IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.22B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.73B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.72B
4
Wells Fargo
4
Wells Fargo
California
$4.34B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$691M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.92B
2
Millennium Management
2
Millennium Management
New York
$59.6M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$834M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
151
River Wealth Advisors
Pennsylvania
$39.6M 197,342 +17,479 +10%
PAI
152
Pittenger & Anderson Inc
Nebraska
$39.1M 194,610 +1,337 +0.7%
MWM
153
Modera Wealth Management
New Jersey
$38.9M 193,621 +3,904 +2%
PAG
154
Private Advisor Group
New Jersey
$38.8M 193,264 +52,092 +37%
GWWM
155
Great Waters Wealth Management
Minnesota
$38.3M 197,061 -12,760 -6%
JIC
156
Johnson Investment Counsel
Ohio
$38.1M 189,836 +14,119 +8%
WI
157
Wintrust Investments
Illinois
$37.9M 188,925 +848 +0.5%
SYBT
158
Stock Yards Bank & Trust
Kentucky
$37.7M 187,734 -2,427 -1%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$37.5M 187,097 +15,335 +9%
AHC
160
Anderson Hoagland & Co
Missouri
$37.3M 195,515 +15,330 +9%
MML Investors Services
161
MML Investors Services
Massachusetts
$37.2M 185,454 +58,585 +46%
HNB
162
Huntington National Bank
Ohio
– – – –
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$35.9M 178,625 +15,063 +9%
SP
164
Stairway Partners
Illinois
$35.8M 178,258 +4,167 +2%
GAB
165
German American Bancorp
Indiana
$35.2M 175,231 -9,973 -5%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$34.2M 170,350 -5,500 -3%
DWM
167
Dakota Wealth Management
Florida
$33.9M 169,038 -4,303 -2%
SC
168
Savoie Capital
Illinois
$33.8M 168,236 +140,603 +509%
AWA
169
Artemis Wealth Advisors
New York
$33.4M 166,587 +454 +0.3%
TH
170
TCTC Holdings
Texas
$31.7M 157,951 +816 +0.5%
CA
171
Cetera Advisors
Colorado
$31.5M 157,133 -72,855 -32%
ICG
172
InterOcean Capital Group
Tennessee
$31.3M 156,001 +977 +0.6%
KAS
173
Kestra Advisory Services
Texas
$31.2M 155,214 -890 -0.6%
PA
174
Parkside Advisors
California
$30.3M 151,086 +9,835 +7%
AMH
175
Apollo Management Holdings
New York
$30.1M 150,000 +150,000 New
5 6
7
8 9