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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 %
RTL
801
Red Tortoise LLC
Georgia
$1.78M +$184K +984 +12%
NRC
802
New Republic Capital
North Carolina
$1.77M -$936 -5 -0.1%
SS
803
Sunbelt Securities
Texas
$1.76M +$18.9K +101 +1%
PCMK
804
Paragon Capital Management (Kansas)
Kansas
$1.76M +$562 +3 +0%
AIG
805
American International Group
New York
$1.76M -$3.86M -20,600 -69%
LP
806
LGL Partners
Pennsylvania
$1.76M +$1.15M +6,131 +188%
MA
807
MONECO Advisors
Connecticut
$1.76M -$206K -1,099 -10%
HIS
808
Harvest Investment Services
Illinois
$1.75M +$593K +3,169 +51%
PP
809
Paloma Partners
Connecticut
$1.74M -$14.4M -76,799 -89%
VA
810
Valmark Advisers
Ohio
$1.74M -$1.15M -6,129 -40%
PWG
811
Private Wealth Group
Florida
$1.74M +$503K +2,684 +41%
JGIA
812
Jackson Grant Investment Advisers
Connecticut
$1.74M +$75.5K +403 +5%
GWM
813
Greenwich Wealth Management
Connecticut
$1.73M -$61.6K -329 -3%
GEA
814
Glen Eagle Advisors
New Jersey
$1.73M -$12.9K -69 -0.7%
ESB
815
Essex Savings Bank
Connecticut
$1.72M -$3.37K -18 -0.2%
RWG
816
Regal Wealth Group
California
$1.72M -$42.9K -232 -2%
PBF
817
Petix & Botte Financial
California
$1.72M +$899K +4,799 +110%
CCM
818
Channing Capital Management
Illinois
$1.71M +$57.1K +305 +3%
HIA
819
Harbor Investment Advisory
Maryland
$1.71M -$104K -554 -6%
PAG
820
Private Advisory Group
Washington
$1.69M +$1.31M +6,988 +340%
CAAM
821
Cornerstone Advisors Asset Management
Pennsylvania
$1.69M +$375 +2 +0%
IWA
822
Intercontinental Wealth Advisors
Texas
$1.69M -$53.4K -285 -3%
PPP
823
Private Portfolio Partners
New Jersey
$1.69M -$66.3K -354 -4%
TAM
824
TCP Asset Management
Ohio
$1.69M -$2.1M -11,218 -55%
SFA
825
Seneca Financial Advisors
New York
$1.69M -$138K -739 -8%
31 32
33
34 35