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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
JPMorgan Chase & Co
New York
$1.72B
2
BPC
Banque Pictet & Cie
Switzerland
$567M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.12B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$532M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$452M

Top Sellers

1
Barclays
Barclays
United Kingdom
$472M
2
BlackRock
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
Millennium Management
New York
$6.65M
5
Citadel Advisors
Citadel Advisors
Florida
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
1976
Advisory Resource Group
Oklahoma
– -$505K -2,899 Closed
EIA
1977
Edgemoor Investment Advisors
Maryland
– -$474K -2,720 Closed
NPT
1978
Nixon Peabody Trust
Massachusetts
– -$465K -2,665 Closed
FFG
1979
Ford Financial Group
California
– -$458K -2,630 Closed
ClearBridge Investments
1980
ClearBridge Investments
New York
– -$447K -2,561 Closed
TBC
1981
Ted Buchan & Co
California
– -$444K -2,547 Closed
QWM
1982
QP Wealth Management
New Jersey
– -$391K -2,245 Closed
HPCM
1983
Hunter Perkins Capital Management
Illinois
– -$385K -2,212 Closed
STB
1984
S&T Bank
Pennsylvania
– -$374K -2,143 Closed
Select Equity Group
1985
Select Equity Group
New York
– -$363K -2,081 Closed
LI
1986
Leeward Investments
Massachusetts
– -$347K -1,993 Closed
MFG
1987
Magnus Financial Group
New York
– -$347K -1,990 Closed
FFG
1988
Frisch Financial Group
New York
– -$347K -1,990 Closed
MPW
1989
Melone Private Wealth
Michigan
– -$347K -1,989 Closed
LA
1990
Legacy Advisors
Pennsylvania
– -$343K -1,966 Closed
CCM
1991
Compton Capital Management
Rhode Island
– -$334K -1,916 Closed
GC
1992
GFG Capital
Florida
– -$330K -1,891 Closed
FM
1993
Family Management
New York
– -$323K -1,854 Closed
PVH
1994
Psagot Value Holdings
Israel
– -$297K -1,703 Closed
TCM
1995
Tran Capital Management
California
– -$296K -1,699 Closed
HCM
1996
Highview Capital Management
Illinois
– -$292K -1,675 Closed
SOS
1997
Silver Oak Securities
Tennessee
– -$287K -1,644 Closed
TI
1998
Truepoint Inc
Ohio
– -$272K -1,558 Closed
RB
1999
Renasant Bank
Mississippi
– -$270K -1,547 Closed
Betterment LLC
2000
Betterment LLC
New York
– -$269K -1,540 Closed
78 79
80
81 82