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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 %
VNB
2026
Virginia National Bank
Virginia
– – -1,085 Closed
CWA
2027
Continuum Wealth Advisors
New York
– – -1,078 Closed
CCMLC
2028
Cardinal Capital Management LLC (Connecticut)
Connecticut
– – -1,077 Closed
BFG
2029
Berger Financial Group
Minnesota
– – -1,071 Closed
FAG
2030
Financial Advisory Group
Texas
– – -857 Closed
FCG
2031
Financial Connections Group
California
– – -807 Closed
DF
2032
Dunhill Financial
United Kingdom
– – -802 Closed
HBT
2033
Hills Bank & Trust
Iowa
– – -800 Closed
VC
2034
Vestor Capital
Illinois
– – -654 Closed
WP
2035
WealthPLAN Partners
Nebraska
– – -594 Closed
SF
2036
Safeguard Financial
Wisconsin
– – -583 Closed
IWP
2037
Icon Wealth Partners
Texas
– – -550 Closed
QPBE
2038
Quintet Private Bank (Europe)
Luxembourg
– – -417 Closed
Qube Research & Technologies (QRT)
2039
Qube Research & Technologies (QRT)
United Kingdom
– – -400 Closed
RI
2040
Ridgewood Investments
New Jersey
– – -357 Closed
ODG
2041
O'Dell Group
Ohio
– – -309 Closed
JEST
2042
JTC Employer Solutions Trustee
Jersey
– – -210 Closed
BCM
2043
Bourgeon Capital Management
Connecticut
– – -200 Closed
2L
2044
25 LLC
Missouri
– – -191 Closed
FBC
2045
Fairfield, Bush & Co
Connecticut
– – -132 Closed
NL
2046
NVWM LLC
Pennsylvania
– – -72 Closed
FMP
2047
Financial Management Professionals
Texas
– – -70 Closed
ETC
2048
Exchange Traded Concepts
Oklahoma
– – -50 Closed
GWM
2049
Guardian Wealth Management
Illinois
– – -47 Closed
TFP
2050
Tilia Fiduciary Partners
North Carolina
– – -40 Closed
80 81
82
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