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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.

Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.43%
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
1
Morgan Stanley
New York
$3.47B
2
Goldman Sachs
2
Goldman Sachs
New York
$5.86B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$831M
4
Millennium Management
4
Millennium Management
New York
$765M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$669M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.16B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$184M
3
CS
3
Clear Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$3.18B
5
BPC
5
Banque Pictet & Cie
Switzerland
$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPM
1751
Symmetry Peak Management
Pennsylvania
$88.4K -$353K -2,000 -80%
KHC
1752
Koesten Hirschmann & Crabtree
Kansas
$88.4K – – –
CYG
1753
Clean Yield Group
Vermont
$87.8K – – –
TCM
1754
TD Capital Management
Tennessee
$84.9K – – –
AP
1755
Atwood & Palmer
Missouri
$84.8K – – –
RFA
1756
Resurgent Financial Advisors
Georgia
$84.8K -$530 -3 -0.6%
CIR
1757
Clear Investment Research
Georgia
$83.1K – – –
JWM
1758
Janiczek Wealth Management
Colorado
$82.8K -$8.17K -46 -9%
AWM
1759
AllSquare Wealth Management
New York
$80.1K -$13.3K -75 -14%
BCM
1760
BluePath Capital Management
Georgia
$79K +$79K +447 New
CAL
1761
Capital Advisors Ltd
Ohio
$79K -$12.6K -71 -14%
NECFA
1762
New England Capital Financial Advisors
Connecticut
$78.5K – – –
WFA
1763
West Financial Advisors
Iowa
$76.7K – – –
FCA
1764
FinTrust Capital Advisors
South Carolina
$76.5K -$680K -3,850 -90%
BCPWM
1765
Bradley & Co Private Wealth Management
Florida
$76.5K – – –
MAWA
1766
Moss Adams Wealth Advisors
Washington
$76.3K – – –
NOI
1767
Newton One Investments
Delaware
$75.4K – – –
DSC
1768
Duncker Streett & Co
Missouri
$75.1K – – –
BG
1769
Bollard Group
Massachusetts
$74K – – –
RCM
1770
Rain Capital Management
Oregon
$72.9K -$2.12K -12 -3%
FPF
1771
First Pacific Financial
Washington
$72.6K +$707 +4 +1%
TSWM
1772
Tyler-Stone Wealth Management
Ohio
$72K – – –
SC
1773
Skylands Capital
Wisconsin
$70.7K -$8.84K -50 -11%
CT
1774
Clearstead Trust
Maine
$67.7K +$4.77K +27 +8%
BWL
1775
Bogart Wealth LLC
Virginia
$67.2K – – –
69 70
71
72 73