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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 %
CCFM
451
Clear Creek Financial Management
Washington
$5.56M -$662K -3,535 -11%
DCM
452
Dupont Capital Management
Delaware
$5.52M +$497K +2,653 +10%
WJWM
453
Williams Jones Wealth Management
New York
$5.49M -$138K -735 -2%
CI
454
Chartist Inc
California
$5.48M -$5.2M -27,775 -49%
YIA
455
YHB Investment Advisors
Connecticut
$5.47M -$199K -1,062 -4%
TA
456
Tiedemann Advisors
New York
$5.47M -$355K -1,894 -6%
EWA
457
EP Wealth Advisors
California
$5.47M +$5.35M +112,390 +4,772%
VLC
458
Van Leeuwen & Company
New Jersey
$5.43M -$338K -1,801 -6%
AC
459
Addenda Capital
Quebec, Canada
$5.42M -$384K -2,050 -7%
FNFDCM
460
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.42M -$22.7K -121 -0.4%
RPC
461
Rossmore Private Capital
Connecticut
$5.41M -$74.7K -399 -1%
SWRP
462
Summit Wealth & Retirement Planning
California
$5.4M -$185K -986 -3%
AWM
463
Atticus Wealth Management
Florida
$5.39M +$25.5K +136 +0.5%
CA
464
Clearstead Advisors
Ohio
$5.35M +$110K +585 +2%
MIH
465
Meitav Investment House
Israel
$5.33M +$1.65M +8,870 +45%
NEPWA
466
New England Private Wealth Advisors
Massachusetts
$5.27M +$10.9K +58 +0.2%
Vontobel Holding
467
Vontobel Holding
Switzerland
$5.23M +$466K +2,489 +10%
CWM
468
Circle Wealth Management
New Jersey
$5.23M +$1.31K +7 +0%
TFCP
469
Twin Focus Capital Partners
Massachusetts
$5.22M -$349K -1,862 -6%
SCM
470
Stordahl Capital Management
Colorado
$5.2M +$17.4K +93 +0.3%
BFWA
471
Benchmark Financial Wealth Advisors
Florida
$5.17M +$28.3K +151 +0.6%
GT
472
Greenleaf Trust
Michigan
$5.16M -$3.93K -21 -0.1%
BFS
473
Bradley Foster & Sargent
Connecticut
$5.14M +$53.2K +284 +1%
AMG
474
Advisors Management Group
Wisconsin
$5.13M +$4.75M +25,369 +1,252%
LL
475
LPWM LLC
Minnesota
$5.12M +$248K +1,323 +5%
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