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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
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 %
FHC
601
First Heartland Consultants
Missouri
$3.4M +$3.05M +16,261 +866%
CAGAS
602
Capital Advisory Group Advisory Services
Minnesota
$3.39M -$98.3K -525 -3%
JCM
603
J2 Capital Management
Michigan
$3.37M +$3.37M +17,999 New
RA
604
Rockingstone Advisors
Massachusetts
$3.35M -$448K -2,390 -12%
FWP
605
FAS Wealth Partners
Kansas
$3.35M +$87.5K +467 +3%
BC
606
Bartlett & Co
Ohio
$3.34M -$749 -4 -0%
BCWM
607
Bartlett & Co Wealth Management
Ohio
$3.34M -$749 -4 -0%
SPFA
608
Summit Place Financial Advisors
New Jersey
$3.34M +$9.36K +50 +0.3%
PCIA
609
Prime Capital Investment Advisors
Kansas
$3.33M -$817K -4,363 -20%
HFP
610
Holistic Financial Partners
Indiana
$3.32M -$19.9K -106 -0.6%
KWM
611
Keebeck Wealth Management
Illinois
$3.31M -$529K -2,825 -14%
PAM
612
Peak Asset Management
Colorado
$3.3M +$39.7K +212 +1%
RCAG
613
Rehmann Capital Advisory Group
Michigan
$3.29M -$384K -2,050 -10%
BFPW
614
BOK Financial Private Wealth
Colorado
$3.29M -$31.1K -166 -0.9%
CIC
615
Carnegie Investment Counsel
Ohio
$3.29M -$151K -806 -4%
WWC
616
Waypoint Wealth Counsel
Georgia
$3.27M +$34.3K +183 +1%
WCM
617
Windham Capital Management
Massachusetts
$3.25M +$71.4K +381 +2%
WB
618
Webster Bank
Connecticut
$3.23M +$187 +1 +0%
Principal Financial Group
619
Principal Financial Group
Iowa
$3.23M +$189K +1,011 +6%
CWM
620
Cranbrook Wealth Management
Michigan
$3.23M -$2.81K -15 -0.1%
1IA
621
1834 Investment Advisors
Wisconsin
$3.21M -$1.39M -7,417 -30%
LWM
622
Lyell Wealth Management
California
$3.21M +$234K +1,249 +8%
BRWA
623
B. Riley Wealth Advisors
Florida
$3.19M -$159K -847 -5%
HPC
624
HM Payson & Co
Maine
$3.18M -$489K -2,611 -13%
ACM
625
AUA Capital Management
Pennsylvania
$3.18M -$30.2K -161 -0.9%
23 24
25
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