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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 %
LCGC
2276
Legacy Capital Group California
California
– -$209K -1,182 Closed
CIG
2277
Cairn Investment Group
Washington
– -$209K -1,180 Closed
CWM
2278
Cahill Wealth Management
Michigan
– -$207K -1,172 Closed
WLIM
2279
White Lighthouse Investment Management
Massachusetts
– -$207K -1,171 Closed
MIIM
2280
Mesirow Institutional Investment Management
Illinois
– -$156K -881 Closed
WC
2281
Westwind Capital
New Mexico
– -$131K -742 Closed
WFA
2282
WestHill Financial Advisors
California
– -$128K -722 Closed
SPM
2283
Symmetry Peak Management
Pennsylvania
– -$88.4K -500 Closed
WFA
2284
West Financial Advisors
Iowa
– -$76.7K -434 Closed
MAWA
2285
Moss Adams Wealth Advisors
Washington
– -$76.3K -429 Closed
EH
2286
EMG Holdings
Connecticut
– -$66.1K -374 Closed
HL
2287
HeadInvest LLC
Maine
– -$56.1K -322 Closed
OIS
2288
Okabena Investment Services
Minnesota
– -$48.6K -275 Closed
FMB
2289
Field & Main Bank
Kentucky
– -$39.8K -225 Closed
RTC
2290
Riverview Trust Company
Washington
– -$36.6K -207 Closed
Legacy Financial Group (Iowa)
2291
Legacy Financial Group (Iowa)
Iowa
– -$36.1K -204 Closed
PMEF
2292
Point72 Middle East FZE
United Arab Emirates
– -$35.3K -200 Closed
RL
2293
Rogco LP
Oklahoma
– -$27K -153 Closed
RW
2294
RVW Wealth
California
– -$16.6K -94 Closed
PIM
2295
Progressive Investment Management
Oregon
– -$11.5K -65 Closed
HWP
2296
Hibernia Wealth Partners
Louisiana
– -$10.7K -61 Closed
KIG
2297
Kessler Investment Group
Indiana
– -$8.88K -50 Closed
BWS
2298
Buck Wealth Strategies
Colorado
– -$6.36K -36 Closed
TWD
2299
True Wealth Design
Ohio
– -$5.13K -29 Closed
NIC
2300
Northwest Investment Counselors
Oregon
– -$3.98K -23 Closed
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