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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
2.86%
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
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 %
AA
1876
Addison Advisors
Vermont
$5.35K +$892 +5 +20%
PFA
1877
Pathway Financial Advisers
Indiana
$4.55K -$15.8K -90 -78%
CA
1878
Centerpoint Advisors
Massachusetts
$4K -$200 -1 -5%
LIA
1879
Luken Investment Analytics
Tennessee
$3.75K -$3.03K -17 -45%
NMG
1880
New Millennium Group
Utah
$3.47K +$183 +1 +6%
BFA
1881
BBJS Financial Advisors
Washington
$2.89K – – –
SIS
1882
Sound Income Strategies
Florida
$2.87K +$1.79K +10 +167%
BC
1883
Barrett & Company
Rhode Island
$2.85K – – –
RWM
1884
Ruedi Wealth Management
Illinois
$2.85K – – –
TC
1885
Trust Company
Kansas
$2.5K – – –
MSFP
1886
Mark Sheptoff Financial Planning
Connecticut
$2.32K – – –
CMP
1887
Coston McIsaac & Partners
Maine
$2K -$112K -726 -98%
WPWM
1888
Western Pacific Wealth Management
Illinois
$1.78K – – –
KM
1889
Kalos Management
Georgia
$1.07K – – –
C
1890
Covestor
United Kingdom
$1K – – –
GCS
1891
Gordian Capital (Singapore)
Singapore
$1K – – –
FGAM
1892
Financial Gravity Asset Management
Texas
$904 +$904 +748 New
HIM
1893
Hillsdale Investment Management
Ontario, Canada
$892 – – –
PWM
1894
Provident Wealth Management
Tennessee
$714 -$179 -1 -20%
CAM
1895
Costello Asset Management
Pennsylvania
$357 – – –
CWM
1896
Cedar Wealth Management
California
$357 – – –
BHWM
1897
Beaird Harris Wealth Management
Texas
$181 – – –
ADIM
1898
Alpha DNA Investment Management
Maryland
$178 – – –
Ensign Peak Advisors
1899
Ensign Peak Advisors
Utah
– -$179M -1,025,164 Closed
Wolverine Trading
1900
Wolverine Trading
Illinois
– -$167M -958,590 Closed
74 75
76
77 78