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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
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 %
WWM
676
Western Wealth Management
Colorado
$2.81M -$105K -559 -4%
CA
677
Capital Advantage
California
$2.79M +$376 +2 +0%
Russell Investments Group
678
Russell Investments Group
United Kingdom
$2.78M +$101K +540 +4%
OHWP
679
Oak Harbor Wealth Partners
North Carolina
$2.78M +$3.56K +19 +0.1%
HCA
680
Harbour Capital Advisors
Virginia
$2.76M +$6.19K +33 +0.2%
LA
681
LVW Advisors
New York
$2.76M -$789K -4,212 -22%
TI
682
Trexquant Investment
Connecticut
$2.75M +$2.18M +11,637 +383%
RCM
683
RB Capital Management
Nevada
$2.73M -$182K -971 -6%
VC
684
Veracity Capital
Georgia
$2.7M -$17.4M -92,739 -87%
CA
685
Continuum Advisory
Idaho
$2.69M +$44.2K +236 +2%
PF
686
Parker Financial
Washington
$2.67M -$19.5K -104 -0.7%
FCM
687
Firestone Capital Management
Florida
$2.66M +$66.6K +344 +3%
SIC
688
Salem Investment Counselors
North Carolina
$2.64M – – –
SQA
689
Simon Quick Advisors
New Jersey
$2.62M +$116K +619 +5%
FCP
690
Fidelis Capital Partners
Florida
$2.61M +$890K +4,752 +52%
RG
691
Rathbones Group
United Kingdom
$2.6M -$384K -2,052 -13%
WCFA
692
Walkner Condon Financial Advisors
Wisconsin
$2.58M – – –
VCM
693
Vision Capital Management
Oregon
$2.58M -$55.1K -294 -2%
FIM
694
Fernwood Investment Management
Massachusetts
$2.58M +$2.77K +15 +0.1%
B
695
Bailard
California
$2.58M -$126K -675 -5%
RWM
696
RKL Wealth Management
Pennsylvania
$2.58M -$35.2K -188 -1%
SPC
697
Sigma Planning Corp
Michigan
$2.58M -$766K -4,090 -23%
PCTC
698
Perkins Coie Trust Company
Washington
$2.57M -$197K -1,053 -7%
EWM
699
Evermay Wealth Management
Virginia
$2.55M -$18.7K -100 -0.7%
SSB
700
Sandy Spring Bank
Maryland
$2.54M +$27.7K +148 +1%
26 27
28
29 30