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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 %
GVAG
701
Great Valley Advisor Group
Delaware
$2.53M – – –
DTC
702
Davidson Trust Company
Washington
$2.53M +$37.6K +201 +2%
Cohen & Steers
703
Cohen & Steers
New York
$2.52M -$475K -2,539 -16%
PA
704
Parallel Advisors
California
$2.52M +$102K +547 +4%
FMWA
705
Forvis Mazars Wealth Advisors
Missouri
$2.5M -$232K -1,239 -8%
EAM
706
Eagle Asset Management
Florida
$2.49M +$2.49M +13,306 New
EVM
707
Evelyn V. Moreno
$2.48M – – –
BAM
708
Berkshire Asset Management
Pennsylvania
$2.48M -$32.2K -172 -1%
BFG
709
Bouchey Financial Group
New York
$2.46M -$12.9K -69 -0.5%
3IP
710
3Chopt Investment Partners
Virginia
$2.45M – – –
FA
711
FDx Advisors
Illinois
$2.45M +$3.93K +21 +0.2%
DI
712
DAGCO Inc
Ohio
$2.45M -$656K -3,504 -21%
ATWA
713
Arbor Trust Wealth Advisors
Michigan
$2.44M -$3K -16 -0.1%
MFC
714
Mechanics Financial Corp
Ohio
$2.44M -$33.5K -179 -1%
SFG
715
Summit Financial Group
West Virginia
$2.43M -$110K -590 -4%
LWANC
716
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.42M -$38.6K -206 -2%
Nomura Asset Management
717
Nomura Asset Management
Japan
$2.4M -$423K -2,260 -15%
AFM
718
Abbot Financial Management
Massachusetts
$2.4M -$112K -599 -4%
APG
719
Abacus Planning Group
South Carolina
$2.39M -$55.2K -295 -2%
BA
720
Ballast Advisors
Minnesota
$2.39M +$47.2K +252 +2%
GWCM
721
Godshalk Welsh Capital Management
Pennsylvania
$2.38M -$26.2K -140 -1%
DC
722
Davenport & Co
Virginia
$2.37M +$551K +2,940 +30%
BHB
723
Bank Hapoalim BM
Israel
$2.37M +$2.37M +12,634 New
EIA
724
Eldridge Investment Advisors
New Hampshire
$2.36M -$69.3K -370 -3%
BFEC
725
Benjamin F. Edwards & Company
Missouri
$2.34M -$200K -1,066 -8%
27 28
29
30 31