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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 Market Value Shares Shares
Change 		Shares
Change %
PA
1876
PSI Advisors
Florida
$9.54K 54 -25 -32%
JPWM
1877
Jamison Private Wealth Management
Georgia
$9.37K 53 +53 New
CWM
1878
Compass Wealth Management
Connecticut
$9.19K 52 – –
UIA
1879
Ulland Investment Advisors
Minnesota
$9K 50 – –
KIG
1880
Kessler Investment Group
Indiana
$8.88K 50 +5 +11%
WOSD
1881
WFA of San Diego
California
$8.84K 50 – –
BFA
1882
BBJS Financial Advisors
Washington
$6.41K 36 +10 +38%
BWS
1883
Buck Wealth Strategies
Colorado
$6.36K 36 +36 New
FRA
1884
Front Row Advisors
California
$6.22K 35 – –
CG
1885
Cutler Group
California
$6K 38 -26,779 -100%
WOC
1886
West Oak Capital
California
$6K 35 – –
TWD
1887
True Wealth Design
Ohio
$5.13K 29 +29 New
PFA
1888
Pathway Financial Advisers
Indiana
$4.52K 26 +26 New
CA
1889
Centerpoint Advisors
Massachusetts
$4K 20 – –
NIC
1890
Northwest Investment Counselors
Oregon
$3.98K 23 +23 New
IPW
1891
Impact Partnership Wealth
Georgia
$3.54K 20 -73 -78%
LIA
1892
Luken Investment Analytics
Tennessee
$3.54K 20 -1 -5%
SMFG
1893
Sumitomo Mitsui Financial Group
Japan
$3K 17 -21 -55%
FPB
1894
First PREMIER Bank
South Dakota
$3K 19 – –
BC
1895
Barrett & Company
Rhode Island
$2.83K 16 – –
RWM
1896
Ruedi Wealth Management
Illinois
$2.83K 16 – –
TC
1897
Trust Company
Kansas
$2.47K 14 – –
LFA
1898
Level Financial Advisors
New York
$2.32K 13 -41 -76%
MSFP
1899
Mark Sheptoff Financial Planning
Connecticut
$2.3K 13 – –
NMG
1900
New Millennium Group
Utah
$2.21K 13 -7 -35%
74 75
76
77 78