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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 %
TSW
726
Thompson Siegel & Walmsley
Virginia
$2.34M -$96.2K -514 -4%
QCG
727
Quadrant Capital Group
Ohio
$2.33M -$56.2K -300 -2%
KA
728
Kovack Advisors
Florida
$2.32M +$1.39M +7,445 +151%
WP
729
WealthShield Partners
North Carolina
$2.31M +$237K +1,263 +11%
GL
730
Graypoint LLC
New York
$2.31M -$125K -670 -5%
PWMG
731
Pinnacle Wealth Management Group
Michigan
$2.29M +$7.12K +38 +0.3%
R
732
Rebalance
California
$2.29M -$65.4K -349 -3%
BHIA
733
Birch Hill Investment Advisors
Massachusetts
$2.29M +$9.36K +50 +0.4%
Wealth Enhancement Advisory Services
734
Wealth Enhancement Advisory Services
Minnesota
$2.27M -$1.46M -7,813 -39%
AWS
735
AJ Wealth Strategies
New York
$2.26M +$82.6K +441 +4%
LIM
736
Leavell Investment Management
Alabama
$2.25M -$1.87K -10 -0.1%
RIA
737
Regal Investment Advisors
Michigan
$2.25M +$497K +2,655 +28%
SC
738
Scotia Capital
Ontario, Canada
$2.24M -$1.47M -7,840 -40%
FTWA
739
Fifth Third Wealth Advisors
Ohio
$2.22M +$2.22M +11,849 New
SC
740
Sepio Capital
Utah
$2.21M +$1.69K +9 +0.1%
HTC
741
Haverford Trust Company
Pennsylvania
$2.19M -$257K -1,375 -10%
MUAMU
742
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.19M +$1.4M +7,500 +179%
JIC
743
Joel Isaacson & Co
New York
$2.18M +$33.5K +179 +2%
MLFP
744
MPS Loria Financial Planners
Illinois
$2.17M -$231K -1,235 -10%
DWP
745
Daymark Wealth Partners
Ohio
$2.16M +$1.15M +6,118 +113%
VWA
746
Visionary Wealth Advisors
Illinois
$2.15M -$4.87K -26 -0.2%
Victory Capital Management
747
Victory Capital Management
Texas
$2.15M -$15.3M -81,573 -88%
APP
748
Avantax Planning Partners
Iowa
$2.15M +$117K +626 +6%
SFP
749
Sandbox Financial Partners
Maryland
$2.15M +$2.15M +11,472 New
RWP
750
Revolve Wealth Partners
New Jersey
$2.15M -$20.2K -108 -0.9%
28 29
30
31 32