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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
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 %
LCM
776
Linker Capital Management
Kentucky
$1.96M – – –
CAM
777
Cozad Asset Management
Illinois
$1.94M -$107K -572 -5%
HI
778
Harbour Investments
Wisconsin
$1.93M -$40.5K -216 -2%
Fiera Capital (Canada)
779
Fiera Capital (Canada)
Quebec, Canada
$1.92M -$34.6K -185 -2%
VWM
780
Venturi Wealth Management
Texas
$1.92M +$1.03M +5,505 +116%
LIA
781
LS Investment Advisors
Michigan
$1.9M -$143K -766 -7%
AAM
782
Aureus Asset Management
Massachusetts
$1.9M +$3.93K +21 +0.2%
AF
783
Advisornet Financial
Minnesota
$1.89M +$105K +559 +6%
CAM
784
Crestone Asset Management
Colorado
$1.89M +$52.2K +279 +3%
IFWM
785
Institute for Wealth Management
Colorado
$1.88M +$131K +702 +8%
MCM
786
Manchester Capital Management
Vermont
$1.88M – – –
NB
787
Nicolet Bankshares
Wisconsin
$1.87M – – –
DIP
788
Davis Investment Partners
North Carolina
$1.86M +$831K +4,258 +80%
SVWAG
789
Sound View Wealth Advisors Group
Georgia
$1.86M +$85.2K +455 +5%
OCG
790
Opus Capital Group
Ohio
$1.86M -$146K -777 -7%
HCC
791
Hirtle Callaghan & Co
Pennsylvania
$1.85M -$210K -1,120 -10%
CGPCS
792
Capital Group Private Client Services
California
$1.84M +$98.1K +524 +6%
ACIM
793
Azimuth Capital Investment Management
Michigan
$1.84M +$6.55K +35 +0.4%
ST
794
Sabal Trust
Florida
$1.83M +$153K +818 +9%
OPWM
795
Oakwell Private Wealth Management
Texas
$1.83M – – –
SB
796
Sunflower Bank
Texas
$1.82M -$52.1K -278 -3%
SRC
797
Shufro Rose & Co
New York
$1.81M +$89.1K +476 +5%
AIM
798
Athena Investment Management
California
$1.8M – – –
TFGT
799
TS Financial Group (TSFG)
Illinois
$1.8M +$12K +64 +0.7%
WP
800
Westmount Partners
California
$1.79M +$13.1K +70 +0.7%
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