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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
30.43%
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 %
WIM
1776
Westside Investment Management
California
$66.3K – – –
EH
1777
EMG Holdings
Connecticut
$66.1K +$19.8K +112 +43%
HBW
1778
Hazlett, Burt & Watson
West Virginia
$66K +$54.2K +307 +458%
CIM
1779
Contravisory Investment Management
Massachusetts
$63.7K +$531 +3 +0.8%
CIA
1780
Cape Investment Advisory
Georgia
$63.4K -$57K -322 -47%
EWP
1781
Elevation Wealth Partners
California
$61.2K – – –
AF
1782
Arrow Financial
New York
$60.6K – – –
PGAM
1783
Princeton Global Asset Management
New Jersey
$57.4K +$6.19K +35 +12%
CICI
1784
Capital Investment Counsel Inc
North Carolina
$57.3K +$57.3K +324 New
BAM
1785
Bellevue Asset Management
Washington
$56.7K +$9.9K +56 +21%
HL
1786
HeadInvest LLC
Maine
$56.1K +$56.1K +322 New
HCP
1787
Hexagon Capital Partners
Arkansas
$55.7K – – –
CSWG
1788
Cardinal Strategic Wealth Guidance
Kentucky
$55.3K – – –
TRCT
1789
Tower Research Capital (TRC)
New York
$55K -$66.2M -374,393 -100%
PP
1790
Pacifica Partners
Canada
$54.7K +$10.1K +59 +23%
HFM
1791
Hartford Financial Management
Connecticut
$54.4K – – –
CCMI
1792
Creative Capital Management Investments
California
$53K – – –
SHIM
1793
Stone House Investment Management
Pennsylvania
$52.8K – – –
NC
1794
NinePointTwo Capital
California
$51K – – –
KA
1795
Kozak & Associates
Colorado
$50.2K – – –
SFC
1796
SYM Financial Corp
Indiana
$49.4K – – –
MFA
1797
Morling Financial Advisors
California
$48.6K – – –
OIS
1798
Okabena Investment Services
Minnesota
$48.6K – – –
AssetMark Inc
1799
AssetMark Inc
California
$48.6K +$1.94K +11 +4%
IF
1800
Integrity Financial
Wyoming
$48.4K +$32.3K +183 +201%
70 71
72
73 74