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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,952 hedge funds and large institutions have $55.4B invested in iShares Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 697 increasing their positions, 752 reducing their positions, and 93 closing their positions.

Holders
1,952
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
30.79%
Holding in Top 10
189
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+5.59%
% of All Funds
2.98%
New
169
Increased
697
Reduced
752
Closed
93
Calls
$36.5B
Puts
$68.9B
Net Calls
-$32.4B
Net Calls Change
+$13.5B

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$756M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$800M
3
Bank of America
3
Bank of America
North Carolina
$6.06B
4
CS
4
Clear Street
New York
$384M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$888M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$578M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$236M
3
Citigroup
3
Citigroup
New York
$159M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.42B
5
Jane Street
5
Jane Street
New York
$329M
Name Market Value Shares Shares
Change 		Shares
Change %
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$13.8M 73,665 +365 +0.5%
ATFA
252
All Terrain Financial Advisors
Minnesota
$13.8M 73,551 +2,957 +4%
DCM
253
Dimension Capital Management
Florida
$13.7M 73,351 +2,703 +4%
GS
254
GTS Securities
New York
$13.7M 73,203 +73,203 New
DT
255
Diversified Trust
Tennessee
$13.6M 72,810 +6,189 +9%
BSW
256
Buckingham Strategic Wealth
Missouri
$13.6M 72,480 +13,071 +22%
LPAM
257
Lodestar Private Asset Management
California
$13.5M 72,264 -9,267 -11%
IFAM
258
Institutional & Family Asset Management
Colorado
$13.5M 72,231 +4,029 +6%
PGA
259
Portland Global Advisors
Maine
$13.5M 71,878 +1,702 +2%
RFA
260
RTD Financial Advisors
Pennsylvania
$13.5M 71,839 +490 +0.7%
CG
261
Colony Group
Massachusetts
$13.4M 71,577 +1,517 +2%
GWAM
262
Guardian Wealth Advisors (Minnesota)
Minnesota
$13.3M 71,274 +3,032 +4%
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$13.3M 70,884 -1,656 -2%
SWA
264
Stratos Wealth Advisors
Ohio
$13.1M 70,104 +330 +0.5%
SI
265
SimpliFi Inc
California
$13.1M 70,018 +2,740 +4%
LWM
266
LJI Wealth Management
Indiana
$13M 69,480 -154 -0.2%
BFP
267
Brewster Financial Planning
New York
$12.9M 69,040 +660 +1%
CS
268
Comerica Securities
Michigan
$12.9M 68,980 -13,976 -17%
AI
269
Atom Investors
Texas
$12.8M 68,105 +68,105 New
Simplex Trading
270
Simplex Trading
Illinois
$12.6M 67,360 +67,360 New
SIC
271
Sigma Investment Counselors
Michigan
$12.6M 67,282 -470 -0.7%
SC
272
Sierra Capital
Florida
$12.3M 65,846 -14,638 -18%
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$12.3M 65,500 +31,006 +90%
BBP
274
Banco BTG Pactual
Brazil
$12.2M 65,400 -8,346 -11%
SPIA
275
Steward Partners Investment Advisory
New York
$12.1M 64,862 -24,556 -27%
9 10
11
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