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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 %
EF
2226
Empowered Funds
Pennsylvania
– -$3.55M -20,113 Closed
TCB
2227
Texas Capital Bancshares
Texas
– -$2.89M -16,363 Closed
SC
2228
Sykon Capital
New York
– -$2.34M -13,214 Closed
XS
2229
XR Securities
Illinois
– -$2.25M -12,756 Closed
AIA
2230
Alternative Investment Advisors
Florida
– -$2.18M -12,305 Closed
CL
2231
CSS LLC
Illinois
– -$2.02M -11,448 Closed
PAG
2232
Private Advisory Group
Washington
– -$1.75M -9,878 Closed
VPIM
2233
Vanguard Personalized Indexing Management
California
– -$1.51M -8,557 Closed
LNWTC
2234
Laird Norton Wetherby Trust Company
Washington
– -$1.47M -8,297 Closed
GLR
2235
Great Lakes Retirement
Ohio
– -$1.36M -7,662 Closed
AWA
2236
Authentikos Wealth Advisory
California
– -$1.26M -7,111 Closed
CF
2237
Cantor Fitzgerald
New York
– -$1.14M -6,430 Closed
CF
2238
Clarity Financial
Texas
– -$1.04M -5,882 Closed
PSCM
2239
P&S Credit Management
New York
– -$993K -5,618 Closed
CCP
2240
Carmel Capital Partners
California
– -$809K -4,577 Closed
NPIC
2241
Neumeier Poma Investment Counsel
California
– -$785K -4,440 Closed
First Trust Advisors
2242
First Trust Advisors
Illinois
– -$620K -3,510 Closed
YIH
2243
Y-Intercept (HK)
Hong Kong
– -$556K -3,145 Closed
FM
2244
Family Management
New York
– -$516K -2,919 Closed
AP
2245
Arlington Partners
Alabama
– -$461K -2,608 Closed
AT
2246
Arlington Trust
Alabama
– -$461K -2,608 Closed
WCM
2247
Washburn Capital Management
Florida
– -$457K -2,587 Closed
SEM
2248
Strategic Equity Management
Arizona
– -$441K -2,494 Closed
SFC
2249
Strategic Financial Concepts
Texas
– -$434K -2,457 Closed
EW
2250
Enzi Wealth
Texas
– -$418K -2,453 Closed
88 89
90
91 92