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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.

Holders
2,201
Holders Change
+293
Holders Change %
+15.36%
% of All Funds
32.28%
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
1
Morgan Stanley
New York
$9.22B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.73B
3
Rafferty Asset Management
3
Rafferty Asset Management
New York
$1.72B
4
Wells Fargo
4
Wells Fargo
California
$4.34B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$691M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.92B
2
Millennium Management
2
Millennium Management
New York
$59.6M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$834M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.22B 45,927,908 +26,293,493 +134%
Bank of America
2
Bank of America
North Carolina
$5.22B 25,985,818 -3,198,357 -11%
Goldman Sachs
3
Goldman Sachs
New York
$4.92B 24,533,871 -8,600,281 -26%
Wells Fargo
4
Wells Fargo
California
$4.34B 21,606,136 +3,621,048 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.63B 13,119,000 +1,913,000 +17%
BlackRock
6
BlackRock
New York
$1.94B 9,685,590 +333,447 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.73B 8,631,916 +5,591,229 +184%
Rafferty Asset Management
8
Rafferty Asset Management
New York
$1.72B 8,584,687 +3,921,131 +84%
Empower Advisory Group
9
Empower Advisory Group
Colorado
$1.5B 7,495,484 +49,684 +0.7%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$1.47B 7,332,475 +225,483 +3%
LPL Financial
11
LPL Financial
California
$1.12B 5,571,948 +353,278 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.12B 5,565,607 +1,782,969 +47%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$921M 4,511,928 -780,299 -15%
UBS Group
14
UBS Group
Switzerland
$855M 4,261,943 -424,489 -9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$834M 4,152,986 -3,067,150 -42%
Northern Trust
16
Northern Trust
Illinois
$763M 3,801,786 +94,226 +3%
US Bancorp
17
US Bancorp
Minnesota
$736M 3,665,907 +102,108 +3%
HF
18
HRT Financial
New York
$712M 3,547,788 +2,101,704 +145%
RCM
19
Rokos Capital Management
United Kingdom
$708M 3,527,599 +3,149,594 +833%
GBWM
20
Granite Bay Wealth Management
New Hampshire
$691M 3,899,062 +3,626,670 +1,331%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$658M 3,280,034 -128,957 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$654M 3,256,126 -17,301 -0.5%
VMPIC
23
Varma Mutual Pension Insurance Co
Finland
$579M 2,884,300 +1,841,190 +177%
Barclays
24
Barclays
United Kingdom
$573M 2,855,032 -1,629,899 -36%
M&T Bank
25
M&T Bank
New York
$522M 2,599,321 +85,433 +3%
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