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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
VCA
401
Verdence Capital Advisors
Maryland
$7M -$402K -2,148 -5%
Kayne Anderson Rudnick Investment Management
402
Kayne Anderson Rudnick Investment Management
California
$6.94M +$3.04M +16,239 +78%
AIC
403
Archer Investment Corporation
Indiana
$6.93M -$281K -1,502 -4%
AF
404
Allworth Financial
California
$6.73M -$2.17M -11,603 -24%
JFG
405
JMG Financial Group
Illinois
$6.7M -$33.7K -180 -0.5%
SWP
406
Strategic Wealth Partners
Ohio
$6.68M +$6.13M +32,712 +1,105%
AIA
407
Alera Investment Advisors
Illinois
$6.65M +$242K +1,291 +4%
CA
408
Claar Advisors
New York
$6.54M +$6.54M +34,920 New
ATPW
409
Ashton Thomas Private Wealth
Arizona
$6.52M +$542K +2,893 +9%
DFA
410
DHJJ Financial Advisors
Illinois
$6.46M +$27K +144 +0.4%
FNT
411
First National Trust
Pennsylvania
$6.31M -$203K -1,082 -3%
BBPWM
412
Blue Bell Private Wealth Management
Pennsylvania
$6.3M -$141K -754 -2%
Credit Agricole
413
Credit Agricole
France
$6.28M +$5.99M +32,000 +2,051%
FWIA
414
Fort Washington Investment Advisors
Ohio
$6.28M -$131K -699 -2%
KA
415
Klingman & Associates
New York
$6.22M +$44.9K +240 +0.7%
BCM
416
Becker Capital Management
Oregon
$6.2M -$46.8K -250 -0.7%
FT
417
Fiduciary Trust
Massachusetts
$6.17M -$12.4K -66 -0.2%
CPIG
418
Chicago Partners Investment Group
Illinois
$6.16M +$65.4K +335 +1%
CMBA
419
C.M. Bidwell & Associates
Hawaii
$6.16M -$291K -1,554 -5%
DBIA
420
Dumont & Blake Investment Advisors
New Jersey
$6.15M +$28.1K +150 +0.5%
CAM
421
Carret Asset Management
New York
$6.1M -$12.4K -66 -0.2%
EWA
422
Evolution Wealth Advisors
Florida
$6.06M +$6.06M +32,354 New
Arrowstreet Capital
423
Arrowstreet Capital
Massachusetts
$6.06M -$17.4K -93 -0.3%
ZCM
424
Ziegler Capital Management
Illinois
$6.03M -$1.08M -5,752 -15%
NB
425
NBT Bank
New York
$6.02M +$22.3K +119 +0.4%
15 16
17
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