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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
30.78%
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 %
CIA
426
Caerus Investment Advisors
Texas
$6.01M -$51.7K -276 -0.9%
PP
427
Pegasus Partners
Wisconsin
$5.97M +$455K +2,427 +8%
IAS
428
Insigneo Advisory Services
Florida
$5.97M +$263K +1,407 +5%
HWM
429
HB Wealth Management
Georgia
$5.95M +$264K +1,410 +5%
Nuveen Asset Management
430
Nuveen Asset Management
Illinois
$5.91M +$2.62M +14,000 +80%
HIA
431
Harvest Investment Advisors
Florida
$5.91M +$27.7K +148 +0.5%
BP
432
Ballentine Partners
Massachusetts
$5.89M +$18.5K +99 +0.3%
FSC
433
Full Sail Capital
Oklahoma
$5.87M -$1.31M -6,979 -18%
CCFCSB
434
Cape Cod Five Cents Savings Bank
Massachusetts
$5.86M -$25.3K -135 -0.4%
JIR
435
James Investment Research
Ohio
$5.82M -$95.5K -510 -2%
CCA
436
Cobblestone Capital Advisors
New York
$5.81M -$175K -935 -3%
NCG
437
Newport Capital Group
New Jersey
$5.79M +$5.79M +30,906 New
SCM
438
Shapiro Capital Management
Georgia
$5.77M +$880K +4,700 +18%
CWM
439
Connecticut Wealth Management
Connecticut
$5.75M +$359K +1,915 +7%
LT
440
Legacy Trust
Michigan
$5.75M -$105K -561 -2%
LCOV
441
London Company of Virginia
Virginia
$5.74M -$4.17M -22,251 -42%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$5.71M -$18.9K -101 -0.3%
EC
443
Estate Counselors
Wisconsin
$5.7M -$1.87M -9,985 -25%
BPWM
444
Badgley Phelps Wealth Managers
Washington
$5.68M -$648K -3,458 -10%
OCM
445
One Capital Management
California
$5.66M -$3.39M -18,094 -37%
SLT
446
St Louis Trust
Missouri
$5.65M +$3.37K +18 +0.1%
BFM
447
Boston Financial Management
Massachusetts
$5.6M -$290K -1,548 -5%
MCCA
448
Mill Creek Capital Advisors
Pennsylvania
$5.59M -$159K -847 -3%
SSA
449
Schonfeld Strategic Advisors
New York
$5.59M -$14.6M -77,927 -72%
TRSOTSOK
450
Teachers Retirement System of the State of Kentucky
Kentucky
$5.58M +$5.58M +29,820 New
16 17
18
19 20