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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.22B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.73B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.72B
4
Wells Fargo
Wells Fargo
California
$4.34B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$691M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.92B
2
Millennium Management
Millennium Management
New York
$59.6M
3
Bank of America
Bank of America
North Carolina
$5.22B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$834M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGCM
176
Prescott Group Capital Management
Oklahoma
$30.1M +$30.1M +150,000 New
Victory Capital Management
177
Victory Capital Management
Texas
$29.9M +$26.6M +132,715 +822%
SGI
178
Swan Global Investments
Colorado
$29.7M -$8.43M -42,000 -22%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$29.6M +$1.54M +7,670 +5%
ST
180
Sageworth Trust
Pennsylvania
$28.9M -$2.04M -10,146 -7%
BCM
181
Bluefin Capital Management
New York
$28.6M +$28.6M +140,300 New
KFO
182
Kopp Family Office
Minnesota
$28.6M -$2.45M -9,720 -8%
SSA
183
Schonfeld Strategic Advisors
New York
$27.2M +$22.2M +110,804 +447%
BB
184
Busey Bank
Illinois
$27.2M -$1.01M -5,021 -4%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$27.2M +$11.5M +57,238 +73%
Simplex Trading
186
Simplex Trading
Illinois
$26.7M +$26.7M +132,945 New
HCM
187
Hengehold Capital Management
Ohio
$26.4M +$397K +1,976 +2%
GC
188
Gilbert & Cook
Iowa
$26.2M +$1.09M +5,440 +4%
Optiver Holding
189
Optiver Holding
Netherlands
$25.9M -$6.99M -34,812 -21%
FHA
190
First Horizon Advisors
Tennessee
$25.9M -$775K -3,859 -3%
WTC
191
WhitTier Trust Company
Nevada
$25.9M -$716K -3,568 -3%
RCIM
192
Red Cedar Investment Management
Michigan
$25.6M +$129K +644 +0.5%
ANB
193
Amarillo National Bank
Texas
$25.3M -$25.9K -129 -0.1%
VFA
194
Valeo Financial Advisors
Indiana
$25M -$286K -1,427 -1%
JCM
195
Janney Capital Management
Pennsylvania
$24.7M -$1.56M -7,749 -6%
NA
196
NewEdge Advisors
Louisiana
$24.5M -$3.3M -16,743 -12%
BSW
197
Buckingham Strategic Wealth
Missouri
$24.5M +$10.4M +51,877 +74%
DADC
198
D.A. Davidson & Co
Montana
$24.2M +$1.5M +7,456 +7%
TRCT
199
Tower Research Capital (TRC)
New York
$24.1M +$24.1M +119,858 +38,540%
PCM
200
Palisade Capital Management
New Jersey
$24.1M +$24.1M +119,870 New
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