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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FMI
51
Factory Mutual Insurance
Massachusetts
$150M 802,300 -265,490 -25%
N
52
Natixis
France
$140M 750,000 +500,000 +200%
Osaic Holdings
53
Osaic Holdings
Arizona
$140M 749,512 +2,420 +0.3%
Optiver Holding
54
Optiver Holding
Netherlands
$137M 731,351 +323,069 +79%
Mariner
55
Mariner
Kansas
$136M 726,593 -27,637 -4%
V
56
Veritable
Delaware
$136M 725,712 +8,974 +1%
SG Americas Securities
57
SG Americas Securities
New York
$135M 720,028 -408,809 -36%
Brown Advisory
58
Brown Advisory
Maryland
$134M 717,643 -13,806 -2%
LIA
59
LBMC Investment Advisors
Tennessee
$134M 716,880 -10,855 -1%
TF
60
TIAA FSB
Florida
$134M 713,729 -6,675 -0.9%
JFG
61
Jefferies Financial Group
New York
$133M 709,916 +136,331 +24%
Citadel Advisors
62
Citadel Advisors
Florida
$131M 701,734 +107,153 +18%
BC
63
Broadwood Capital
New York
$129M 690,000 – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$128M 681,384 -25,213 -4%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$127M 677,413 +64,069 +10%
Franklin Resources
66
Franklin Resources
California
$125M 666,706 -11,874 -2%
SHGA
67
Sand Hill Global Advisors
California
$116M 620,447 +23,920 +4%
CTC (Chicago Trading Company)
68
CTC (Chicago Trading Company)
Illinois
$115M 613,914 +234,646 +62%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$112M 598,773 +27,508 +5%
AWM
70
AE Wealth Management
Kansas
$104M 555,092 +58,078 +12%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$104M 554,885 -8,899 -2%
Creative Planning
72
Creative Planning
Kansas
$102M 544,015 -12,992 -2%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$101M 537,020 +535,655 +39,242%
Cerity Partners
74
Cerity Partners
New York
$100M 534,979 +8,332 +2%
CB
75
Commerce Bank
Missouri
$99.3M 530,448 -7,749 -1%
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