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.

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
Varma Mutual Pension Insurance Co
Finland
$756M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$800M
3
Bank of America
Bank of America
North Carolina
$6.06B
4
CS
Clear Street
New York
$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$888M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$578M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236M
3
Citigroup
Citigroup
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$5.42B
5
Jane Street
Jane Street
New York
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Cambridge Associates
Massachusetts
$4.54M – – –
USB
502
Union Savings Bank
Connecticut
$4.53M +$4.53M +22,786 New
SC
503
Steph & Co
Wisconsin
$4.52M -$91.4K -488 -2%
GKIM
504
GW&K Investment Management
Massachusetts
$4.5M -$7.27M -38,822 -62%
CH
505
Canton Hathaway
Rhode Island
$4.5M – – –
ECM
506
Evergreen Capital Management
Washington
$4.48M +$246K +1,313 +6%
CWA
507
CM Wealth Advisors
Ohio
$4.46M -$470K -2,394 -10%
MCM
508
MV Capital Management
Maryland
$4.45M +$106K +564 +2%
ACA
509
Anchor Capital Advisors
Massachusetts
$4.44M -$34.6K -185 -0.8%
BWA
510
Beam Wealth Advisors
Louisiana
$4.43M +$1.29M +6,894 +41%
HIF
511
Hill Island Financial
Michigan
$4.43M +$11.6K +62 +0.3%
ASN
512
Advisory Services Network
Georgia
$4.41M -$10.9K -58 -0.2%
WAS
513
Wealth Advisory Solutions
Indiana
$4.4M -$7.49K -40 -0.2%
SAM
514
Silvercrest Asset Management
New York
$4.39M -$3.34M -17,844 -43%
MA
515
Mutual Advisors
Nebraska
$4.37M -$174K -930 -4%
VCM
516
Verger Capital Management
North Carolina
$4.37M +$303K +1,619 +7%
JSW
517
Journey Strategic Wealth
New Jersey
$4.35M +$1.38M +7,347 +46%
WC
518
Woodstock Corp
Massachusetts
$4.34M -$105K -559 -2%
SHWM
519
Smith & Howard Wealth Management
Georgia
$4.33M -$714K -3,815 -14%
HH
520
Hilltop Holdings
Texas
$4.32M +$457K +2,438 +12%
HIP
521
HUB Investment Partners
Texas
$4.3M +$569K +3,037 +15%
CHC
522
City Holding Co
West Virginia
$4.28M +$23.4K +125 +0.5%
UL
523
Unionview LLC
Washington
$4.24M -$27.3K -146 -0.6%
QT
524
Quantbot Technologies
New York
$4.22M +$4.22M +22,521 New
BOSSRA
525
B.O.S.S. Retirement Advisors
Utah
$4.19M +$189K +1,011 +5%
19 20
21
22 23