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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
2.87%
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 %
BDAM
1951
Blue Door Asset Management
Connecticut
– -$2.01M -11,500 Closed
RHJA
1952
Rice Hall James & Associates
California
– -$1.95M -11,198 Closed
CCMLC
1953
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$1.94M -11,112 Closed
SM
1954
Sabby Management
Florida
– -$1.92M -11,000 Closed
RCM
1955
Radnor Capital Management
Pennsylvania
– -$1.74M -9,587 Closed
SSG
1956
Summit Securities Group
New York
– -$1.62M -9,300 Closed
VAM
1957
Verity Asset Management
North Carolina
– -$1.58M -9,047 Closed
CF
1958
Copperwynd Financial
Arizona
– -$1.4M -8,009 Closed
BHB
1959
Bank Hapoalim BM
Israel
– -$1.33M -7,608 Closed
PGCM
1960
Prescott Group Capital Management
Oklahoma
– -$1.32M -7,565 Closed
CP
1961
Covalent Partners
Massachusetts
– -$1.05M -6,000 Closed
CAM
1962
Congress Asset Management
Massachusetts
– -$1.03M -5,934 Closed
WA
1963
Wealth Alliance
New York
– -$1.01M -5,809 Closed
AWA
1964
Aletheian Wealth Advisors
Washington
– -$1.01M -5,765 Closed
CWA
1965
Capital Wealth Alliance
Arizona
– -$994K -5,701 Closed
SPM
1966
Symmetry Peak Management
Pennsylvania
– -$872K -5,000 Closed
TCOK
1967
Trust Company of Kansas
Kansas
– -$871K -4,998 Closed
AAM
1968
AMI Asset Management
California
– -$818K -4,689 Closed
AI
1969
Atom Investors
Texas
– -$807K -4,628 Closed
CT
1970
Columbia Trust
Oregon
– -$739K -4,236 Closed
PP
1971
Prudential plc
United Kingdom
– -$593K -3,400 Closed
LFA
1972
LGT Financial Advisors
Texas
– -$593K -3,399 Closed
DWM
1973
Drive Wealth Management
Utah
– -$558K -3,201 Closed
HT
1974
Headlands Technologies
Illinois
– -$550K -3,153 Closed
SWM
1975
SeaCrest Wealth Management
New York
– -$532K -3,053 Closed
77 78
79
80 81