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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,201 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 424 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.27%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
424
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.22B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.73B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.72B
4
Wells Fargo
Wells Fargo
California
$4.34B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$691M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.92B
2
Millennium Management
Millennium Management
New York
$59.6M
3
Bank of America
Bank of America
North Carolina
$5.22B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$834M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Edge Wealth Management
New York
$24M -$323K -1,608 -1%
LGWM
202
Litman Gregory Wealth Management
California
$23.6M -$2.75M -13,677 -10%
PAMP
203
Polar Asset Management Partners
Ontario, Canada
$23.4M +$23.4M +116,800 New
TFO
204
Tarbox Family Office
California
$23.3M -$1.42M -7,056 -6%
FBB
205
Fulton Breakefield Broenniman
Maryland
$23.1M -$777K -3,873 -3%
MS
206
Marshall & Sullivan
Washington
$23M +$1.16M +5,755 +5%
Verition Fund Management
207
Verition Fund Management
Connecticut
$22.9M +$5.74M +28,586 +33%
AF
208
Ally Financial
Michigan
$22.7M – – –
EAMA
209
EFG Asset Management (Americas)
Florida
$22.7M +$4.83M +24,065 +27%
CTB
210
Country Trust Bank
Illinois
$22.5M -$1.34M -6,678 -6%
EAM
211
Eagle Asset Management
Florida
$22.4M +$21.7M +107,905 +2,737%
Kayne Anderson Rudnick Investment Management
212
Kayne Anderson Rudnick Investment Management
California
$22.2M +$16.7M +83,143 +301%
DBG
213
De Burlo Group
Massachusetts
$22.2M – – –
Allianz Asset Management
214
Allianz Asset Management
Germany
$21.9M -$94.6M -471,100 -81%
JGC
215
J. Goldman & Co
New York
$21.8M +$16.7M +83,449 +333%
FG
216
Foster Group
Iowa
$21.7M – – –
SL
217
SWMG LLC
Texas
$21.6M +$674K +3,358 +3%
BIG
218
Boothe Investment Group
Delaware
$21.6M -$85.7K -427 -0.4%
IWM
219
IHT Wealth Management
Illinois
$21.5M +$3.36M +16,761 +19%
OFS
220
Oldfather Financial Services
Nebraska
$21.3M +$609K +3,032 +3%
WANY
221
Wealthspire Advisors (New York)
New York
$21.2M +$500K +2,493 +2%
PCS
222
Personal CFO Solutions
New Jersey
$21.2M +$967K +4,819 +5%
TC
223
Telemus Capital
Michigan
$21.2M +$5.18M +25,821 +32%
1SB
224
1ST Source Bank
Indiana
$21M +$166K +829 +0.8%
ACB
225
Aristotle Capital Boston
Massachusetts
$20.9M -$568K -2,832 -3%
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