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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
1
JPMorgan Chase & Co
New York
$1.72B
2
BPC
2
Banque Pictet & Cie
Switzerland
$567M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.12B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$532M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$452M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$472M
2
BlackRock
2
BlackRock
New York
$1.76B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77B
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
201
Miller Investment Management
Pennsylvania
$16.4M -$38.2K -214 -0.2%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$16.4M -$41.4K -232 -0.3%
PWM
203
Paulson Wealth Management
Illinois
$16.3M +$358K +2,007 +2%
WF
204
Welch & Forbes
Massachusetts
$16.1M +$965K +5,407 +6%
SPIA
205
Steward Partners Investment Advisory
New York
$16M +$796K +4,460 +5%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$15.9M -$3.32M -18,597 -17%
KWM
207
Kaydan Wealth Management
Michigan
$15.8M +$6.94M +38,885 +78%
BJL
208
Brighton Jones LLC
Washington
$15.8M +$169K +949 +1%
FHB
209
First Hawaiian Bank
Hawaii
$15.5M +$16.2K +91 +0.1%
TCBWMS
210
Texas Capital Bank Wealth Management Services
Texas
$15.5M +$15.5M +87,154 New
TC
211
Telemus Capital
Michigan
$15.4M -$1.3M -7,297 -8%
GT
212
Glenview Trust
Kentucky
$15.4M +$771K +4,320 +5%
PP
213
Paloma Partners
Connecticut
$15.4M +$9.23M +51,742 +151%
AIIMS
214
Analyst IMS Investment Management Services
Israel
$15.3M – – –
EAMA
215
EFG Asset Management (Americas)
Florida
$15.3M -$460K -2,576 -3%
ONB
216
Old National Bancorp
Indiana
$15.2M -$1.99M -11,148 -12%
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$15.1M +$4.57M +25,624 +43%
IWM
218
IHT Wealth Management
Illinois
$15.1M +$1.81M +10,156 +14%
EH
219
Equitable Holdings
New York
$14.9M -$10.9K -61 -0.1%
CS
220
Comerica Securities
Michigan
$14.8M -$575K -3,222 -4%
CT
221
Coastline Trust
Rhode Island
$14.7M -$725K -4,062 -5%
SEM
222
Strategic Equity Management
Arizona
$14.7M +$9.92M +55,597 +209%
BFG
223
Baron Financial Group
New Jersey
$14.6M +$237K +1,328 +2%
LPAM
224
Lodestar Private Asset Management
California
$14.5M -$811K -4,545 -5%
IWC
225
Integrated Wealth Concepts
Massachusetts
$14.4M +$3.09M +17,329 +27%
7 8
9
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