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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,908 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 684 increasing their positions, 736 reducing their positions, and 142 closing their positions.

Holders
1,908
Holders Change
-44
Holders Change %
-2.25%
% of All Funds
30.43%
Holding in Top 10
169
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.58%
% of All Funds
2.7%
New
119
Increased
684
Reduced
736
Closed
142
Calls
$29.8B
Puts
$65.9B
Net Calls
-$36.1B
Net Calls Change
-$3.7B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47B
2
Goldman Sachs
2
Goldman Sachs
New York
$5.86B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$831M
4
Millennium Management
4
Millennium Management
New York
$765M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$669M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.16B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$184M
3
CS
3
Clear Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$3.18B
5
BPC
5
Banque Pictet & Cie
Switzerland
$7.38M
Name Market Value Shares Shares
Change 		Shares
Change %
EFG
2001
Everhart Financial Group
Ohio
– – -1,603 Closed
BA
2002
Baugh & Associates
Georgia
– – -1,577 Closed
Polen Capital Management
2003
Polen Capital Management
Florida
– – -1,388 Closed
GG
2004
Greenwood Gearhart
Arkansas
– – -1,376 Closed
IIM
2005
Ironwood Investment Management
Massachusetts
– – -1,330 Closed
CCA
2006
Cora Capital Advisors
New Jersey
– – -1,327 Closed
DAM
2007
Deltec Asset Management
New York
– – -1,310 Closed
CCMG
2008
Clark Capital Management Group
Pennsylvania
– – -1,298 Closed
BTWM
2009
Baker Tilly Wealth Management
Wisconsin
– – -1,288 Closed
EB
2010
Eastern Bank
Massachusetts
– – -1,255 Closed
DP
2011
Dearborn Partners
Illinois
– – -1,219 Closed
AT
2012
American Trust
Kentucky
– – -1,204 Closed
JAG
2013
Journey Advisory Group
Kentucky
– – -1,182 Closed
CIP
2014
Capital Insight Partners
Arizona
– – -1,125 Closed
ETS
2015
ESL Trust Services
New York
– – -1,120 Closed
CCA
2016
Checchi Capital Advisers
California
– – -1,119 Closed
ACM
2017
Alamar Capital Management
California
– – -1,116 Closed
CWM
2018
Cabot Wealth Management
Massachusetts
– – -1,111 Closed
WA
2019
Wealthstar Advisors
Texas
– – -1,108 Closed
EHC
2020
Everett Harris & Co
California
– – -1,104 Closed
AA
2021
Axiom Advisory
California
– – -1,101 Closed
CCG
2022
Capital CS Group
California
– – -1,100 Closed
BFA
2023
Beacon Financial Advisory
Ohio
– – -1,092 Closed
GSB
2024
Greenfield Savings Bank
Massachusetts
– – -1,089 Closed
FWM
2025
FSA Wealth Management
Massachusetts
– – -1,088 Closed
79 80
81
82 83