IWM icon

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 %
IAN
326
Integrated Advisors Network
Texas
$9.68M 51,671 +3,533 +7%
GIA
327
Gladstone Institutional Advisory
Florida
$9.54M 50,941 +5,892 +13%
PWM
328
Perigon Wealth Management
California
$9.53M 50,877 -1,354 -3%
HI
329
Humankind Investments
New York
$9.52M 50,860 – –
PA
330
PFW Advisors
Georgia
$9.52M 49,839 +49,839 New
VOYA Investment Management
331
VOYA Investment Management
Georgia
$9.5M 50,746 -83,383 -62%
ST
332
Smithfield Trust
Pennsylvania
$9.46M 50,483 -421 -0.8%
LC
333
Lindbrook Capital
California
$9.43M 50,349 +5,569 +12%
AIA
334
Arbor Investment Advisors
North Carolina
$9.32M 49,764 +574 +1%
MAM
335
McLean Asset Management
Virginia
$9.32M 49,757 +136 +0.3%
Bessemer Group
336
Bessemer Group
New Jersey
$9.22M 49,255 -6,884 -12%
AL
337
Aspiriant LLC
California
$9.21M 49,165 -247 -0.5%
FWA
338
FSC Wealth Advisors
New York
$9.17M 48,992 +48,266 +6,648%
CBT
339
Central Bank & Trust
Kentucky
$9.08M 48,507 +631 +1%
FAIM
340
Financial Advocates Investment Management
Washington
$9.07M 48,434 +4,149 +9%
ACP
341
Arcus Capital Partners
Georgia
$8.79M 46,941 -1,429 -3%
GRP
342
Global Retirement Partners
California
$8.69M 46,380 +6,608 +17%
HW
343
Hancock Whitney
Mississippi
$8.6M 45,936 +7,261 +19%
MWP
344
Meridian Wealth Partners
Pennsylvania
$8.5M 45,408 +2,938 +7%
PM
345
Precept Management
Texas
$8.45M 45,100 – –
MWP
346
Moller Wealth Partners
$8.43M 45,041 – –
WW
347
Westshore Wealth
California
$8.43M 45,001 +817 +2%
BCA
348
Bray Capital Advisors
Florida
$8.42M 44,958 -21,277 -32%
SWP
349
Stratos Wealth Partners
Ohio
$8.4M 44,853 +2,718 +6%
PWMAG
350
Pinnacle Wealth Management Advisory Group
New Jersey
$8.39M 44,804 -12,820 -22%
12 13
14
15 16