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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 %
FWA
2251
FOCUS Wealth Advisors
Texas
– -$376K -2,128 Closed
CL
2252
CIM LLC
New York
– -$368K -2,080 Closed
STC
2253
Sarah T. Connolly
– -$360K -2,039 Closed
PTP
2254
Platform Technology Partners
New York
– -$358K -2,023 Closed
MWA
2255
Meridian Wealth Advisors
Texas
– -$346K -1,956 Closed
IWP
2256
Invenio Wealth Partners
Florida
– -$338K -1,915 Closed
MAS
2257
Meeder Advisory Services
Ohio
– -$336K -1,900 Closed
AA
2258
Advisory Alpha
Michigan
– -$332K -1,878 Closed
ACP
2259
Aviance Capital Partners
Florida
– -$328K -1,858 Closed
SPWM
2260
Schrum Private Wealth Management
Florida
– -$318K -1,800 Closed
TA
2261
Trellis Advisors
Washington
– -$313K -1,768 Closed
EWG
2262
Executive Wealth Group
Washington
– -$288K -1,627 Closed
Renaissance Technologies
2263
Renaissance Technologies
New York
– -$265K -1,500 Closed
HS
2264
Horan Securities
United States
– -$261K -1,478 Closed
FLA
2265
Financial Life Advisors
Texas
– -$253K -1,429 Closed
CWM
2266
Cedar Wealth Management
California
– -$250K -1,412 Closed
FNWM
2267
Financial Network Wealth Management
Utah
– -$240K -1,382 Closed
CWM
2268
Campbell Wealth Management
Virginia
– -$241K -1,364 Closed
LI
2269
Leeward Investments
Massachusetts
– -$240K -1,357 Closed
SF
2270
Slagle Financial
Illinois
– -$239K -1,351 Closed
RT
2271
Rockland Trust
Massachusetts
– -$223K -1,264 Closed
CAC
2272
Cowen and Company
New York
– -$221K -1,250 Closed
VFP
2273
Verus Financial Partners
Virginia
– -$207K -1,217 Closed
WP
2274
WMS Partners
Maryland
– -$214K -1,211 Closed
EFG
2275
Ethos Financial Group
Pennsylvania
– -$210K -1,186 Closed
89 90
91
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