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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 %
LFS
2001
Legacy Financial Strategies
Kansas
– -$264K -1,515 Closed
FA
2002
Financial Alternatives
California
– -$258K -1,478 Closed
MSCM
2003
McElhenny Sheffield Capital Management
Texas
– -$252K -1,444 Closed
FIM
2004
Freedom Investment Management
Connecticut
– -$251K -1,441 Closed
DWM
2005
Darwin Wealth Management
Florida
– -$268K -1,435 Closed
RDWM
2006
Red Door Wealth Management
Tennessee
– -$250K -1,434 Closed
DWA
2007
Divergent Wealth Advisors
Utah
– -$234K -1,341 Closed
PBO
2008
Peoples Bank (Ohio)
Ohio
– -$232K -1,333 Closed
GCM
2009
Gallacher Capital Management
Colorado
– -$231K -1,325 Closed
SA
2010
SFI Advisors
New Jersey
– -$229K -1,315 Closed
VHAM
2011
Van Hulzen Asset Management
California
– -$228K -1,308 Closed
RWI
2012
Red Wave Investments
Pennsylvania
– -$223K -1,278 Closed
ETS
2013
ESL Trust Services
New York
– -$220K -1,260 Closed
OWA
2014
One Wealth Advisors
California
– -$219K -1,256 Closed
CWA
2015
Continuum Wealth Advisors
New York
– -$216K -1,239 Closed
KFC
2016
Klingenstein Fields & Co
New York
– -$215K -1,235 Closed
CWG
2017
Crown Wealth Group
North Carolina
– -$215K -1,235 Closed
BFG
2018
Berger Financial Group
Minnesota
– -$215K -1,231 Closed
ISB
2019
Iowa State Bank
Iowa
– -$212K -1,215 Closed
WCM
2020
Washington Capital Management
Washington
– -$206K -1,180 Closed
VNB
2021
Virginia National Bank
Virginia
– -$203K -1,162 Closed
MLA
2022
My Legacy Advisors
Oregon
– -$228K -1,157 Closed
SWA
2023
Sax Wealth Advisors
New Jersey
– -$201K -1,155 Closed
RBFC
2024
Roman Butler Fullerton & Co
Missouri
– -$215K -1,150 Closed
JWM
2025
JFG Wealth Management
Colorado
– -$200K -1,148 Closed
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