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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 %
HIMC
576
Heritage Investors Management Corp
Maryland
$3.65M -$6.93K -37 -0.2%
LHWM
577
Lake Hills Wealth Management
Texas
$3.64M +$3.64M +19,454 New
FMTC
578
Farmers & Merchants Trust Company
California
$3.64M +$9.74K +52 +0.3%
RCMC
579
RK Capital Management (Colorado)
Colorado
$3.63M -$138K -735 -4%
American Century Companies
580
American Century Companies
Missouri
$3.63M +$880K +4,700 +32%
LSAG
581
Lake Street Advisors Group
New Hampshire
$3.63M -$49.6K -265 -1%
CGH
582
CMG Global Holdings
Texas
$3.63M -$1.12K -6 -0%
ATC
583
Argent Trust Co
Tennessee
$3.63M +$75.3K +402 +2%
CCA
584
Column Capital Advisors
Indiana
$3.62M -$200K -1,068 -5%
Financial Engines Advisors
585
Financial Engines Advisors
California
$3.62M -$1.45M -7,753 -29%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$3.61M +$2.64M +14,107 +274%
C
587
Certuity
Florida
$3.59M -$219K -1,171 -6%
PRA
588
Pine Ridge Advisers
New York
$3.59M -$91.6K -489 -2%
PTC
589
Private Trust Company
Ohio
$3.58M -$73.8K -394 -2%
CWC
590
Carolinas Wealth Consulting
North Carolina
$3.54M -$16.1K -86 -0.5%
AGAM
591
Audent Global Asset Management
California
$3.54M +$896K +4,783 +34%
SFG
592
Sunburst Financial Group
Alabama
$3.53M – – –
SJIM
593
St. Johns Investment Management
Florida
$3.53M -$107K -571 -3%
DZ Bank
594
DZ Bank
Germany
$3.51M +$2.15M +11,457 +158%
CCT
595
Chemung Canal Trust
New York
$3.5M +$491K +2,622 +16%
LNWWM
596
Laird Norton Wetherby Wealth Management
California
$3.48M +$758K +4,046 +28%
PPFA
597
Provida Pension Fund Administrator
Chile
$3.46M – – –
AWA
598
Aaron Wealth Advisors
Illinois
$3.43M -$12.5K -67 -0.4%
CAM
599
Campion Asset Management
Virginia
$3.41M -$5.06K -27 -0.1%
FWM
600
FFT Wealth Management
Pennsylvania
$3.4M +$187 +1 +0%
22 23
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