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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 %
ACB
176
Aristotle Capital Boston
Massachusetts
$19.2M +$3.55M +19,875 +23%
SSA
177
Schonfeld Strategic Advisors
New York
$19.2M +$8.93M +50,050 +87%
VC
178
Veracity Capital
Georgia
$19.1M +$2.23M +12,515 +13%
MS
179
Marshall & Sullivan
Washington
$19M +$267K +1,496 +1%
GSC
180
Ground Swell Capital
South Carolina
$19M +$19M +106,489 New
CIS
181
Connors Investor Services
Pennsylvania
$18.8M +$53.3K +299 +0.3%
BC
182
Brookfield Corp
Ontario, Canada
$18.8M +$18.8M +105,446 New
FFA
183
First Foundation Advisors
California
$18.8M -$1.84M -10,310 -9%
AS
184
Akuna Securities
Illinois
$18.6M -$7.99M -44,812 -30%
CIG
185
Consolidated Investment Group
Colorado
$18.5M – – –
NA
186
NewEdge Advisors
Louisiana
$18.5M +$83.6K +471 +0.5%
CL
187
Choreo LLC
Illinois
$18.1M +$584K +3,276 +3%
OFS
188
Oldfather Financial Services
Nebraska
$18M +$984K +5,517 +6%
BIG
189
Boothe Investment Group
Delaware
$18M +$1.15M +6,467 +7%
DADC
190
D.A. Davidson & Co
Montana
$17.9M -$224K -1,254 -1%
PFP
191
Pinnacle Financial Partners
Tennessee
$17.8M +$1.44M +8,050 +9%
CA
192
Crewe Advisors
Utah
$17.8M +$825K +4,625 +5%
SL
193
Salomon & Ludwin
Virginia
$17.6M +$527K +2,956 +3%
BW
194
BIP Wealth
Georgia
$17.5M +$17.5M +98,029 New
CA
195
Cetera Advisors
Colorado
$17.3M -$1.66M -9,301 -9%
WPC
196
Waters Parkerson & Co
Louisiana
$17.3M +$103K +575 +0.6%
WB
197
WesBanco Bank
West Virginia
$17.1M -$412K -2,310 -2%
MIM
198
Monashee Investment Management
Massachusetts
$16.9M +$16.9M +95,000 New
Victory Capital Management
199
Victory Capital Management
Texas
$16.6M +$148K +830 +0.9%
BS
200
Banco Santander
Spain
$16.4M +$16.4M +91,982 New
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8
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