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 %
DIP
651
DT Investment Partners
Pennsylvania
$2.98M +$119K +600 +4%
NSIM
652
North Star Investment Management
Illinois
$2.97M +$269K +1,434 +10%
TWP
653
TFO Wealth Partners
Ohio
$2.97M – – –
NHC
654
Nicholas Hoffman & Company
Georgia
$2.93M -$161K -860 -5%
AIM
655
Arcadia Investment Management
Michigan
$2.93M -$419K -2,235 -12%
EWA
656
Exencial Wealth Advisors
Oklahoma
$2.93M +$2.13M +11,352 +264%
SFG
657
SNS Financial Group
Minnesota
$2.93M -$1.11M -5,954 -28%
BA
658
Bristlecone Advisors
Washington
$2.92M -$392K -2,093 -12%
SCM
659
Stevens Capital Management
Pennsylvania
$2.92M +$2.92M +15,600 New
IA
660
IFG Advisory
Georgia
$2.92M -$309K -1,648 -10%
TCB
661
Texas Capital Bancshares
Texas
$2.91M +$107K +571 +4%
AP
662
Adero Partners
California
$2.91M -$8.24K -44 -0.3%
KP
663
Keel Point
Alabama
$2.9M -$494K -2,639 -15%
LIA
664
LSP Investment Advisors
New York
$2.9M – – –
CWM
665
Chesapeake Wealth Management
Virginia
$2.89M +$38K +203 +1%
MWM
666
Merriman Wealth Management
Washington
$2.88M -$47.6K -254 -2%
AWM
667
Apollon Wealth Management
South Carolina
$2.86M -$104K -553 -3%
KWM
668
Kingsview Wealth Management
Oregon
$2.85M -$857K -4,577 -23%
BWFA
669
Baltimore-Washington Financial Advisors
Maryland
$2.85M +$1.27M +6,782 +80%
CG
670
Corundum Group
Colorado
$2.84M -$1.6M -8,523 -36%
UWM
671
USAdvisors Wealth Management
Minnesota
$2.83M +$126K +672 +5%
LF
672
LifeSteps Financial
California
$2.83M -$135K -719 -5%
AIM
673
Acropolis Investment Management
Missouri
$2.82M -$390K -2,085 -12%
TCA
674
Trifecta Capital Advisors
Illinois
$2.82M -$15K -80 -0.5%
PCM
675
Price Capital Management
Louisiana
$2.81M +$2.81M +15,000 New
25 26
27
28 29