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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 %
SEI Investments
376
SEI Investments
Pennsylvania
$7.48M 39,951 -12,566 -24%
FMC
377
First Merchants Corp
Indiana
$7.47M 39,865 +1,090 +3%
FPCP
378
Fort Point Capital Partners
California
$7.45M 39,766 +3,488 +10%
DPI
379
Diversified Portfolios Inc
Michigan
$7.42M 39,612 +586 +2%
DAS
380
Dynamic Advisor Solutions
Arizona
$7.4M 39,523 +7,288 +23%
GI
381
Glovista Investments
New Jersey
$7.39M 39,474 +39,474 New
JAM
382
JCIC Asset Management
Ontario, Canada
$7.38M 39,403 -2,005 -5%
NL
383
NEPC LLC
Massachusetts
$7.36M 39,299 – –
AI
384
Atria Investments
North Carolina
$7.35M 39,271 +22,975 +141%
PAM
385
Palisade Asset Management
Minnesota
$7.29M 38,902 -49 -0.1%
RJT
386
Raymond James Trust
Florida
$7.24M 38,640 -1,925 -5%
PFS
387
Prospera Financial Services
Texas
$7.23M 38,586 +115 +0.3%
TC
388
TAP Consulting
Missouri
$7.19M 38,418 +520 +1%
SWP
389
Summit Wealth Partners
Florida
$7.19M 38,402 +94 +0.2%
OAM
390
Oppenheimer Asset Management
New York
$7.18M 38,361 +202 +0.5%
SBH
391
Segall Bryant & Hamill
Illinois
$7.17M 38,301 -3,379 -8%
PCWA
392
Pacific Capital Wealth Advisors
California
$7.16M 38,257 -3,888 -9%
SIM
393
Strategic Investment Management
Virginia
$7.12M 36,490 – –
IC
394
IEQ Capital
California
$7.08M 37,827 +7,004 +23%
SFS
395
Sowell Financial Services
Arkansas
$7.08M 37,824 +9,375 +33%
SSG
396
Summit Securities Group
New York
$7.08M 37,800 +37,800 New
HCM
397
Howard Capital Management
Georgia
$7.08M 37,788 -141 -0.4%
FCI
398
Financial Counselors Inc
Kansas
$7.07M 37,758 -1,879 -5%
CANC
399
Culbertson A N & Co
Virginia
$7.07M 37,736 +232 +0.6%
LAM
400
Lapides Asset Management
Connecticut
$7.06M 37,700 +37,700 New
14 15
16
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