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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 %
TA
826
Tactive Advisors
Florida
$1.68M +$683K +3,649 +68%
EAM
827
Evanson Asset Management
California
$1.68M +$295K +1,574 +21%
KJHP
828
K.J. Harrison & Partners
Ontario, Canada
$1.67M -$93.3K -500 -5%
CFA
829
Cahill Financial Advisors
Minnesota
$1.67M +$187 +1 +0%
BFC
830
Bedel Financial Consulting
Indiana
$1.66M +$262K +1,398 +19%
CG
831
Caprock Group
Idaho
$1.66M -$186K -991 -10%
B
832
Bensler
Washington
$1.66M -$1.12K -6 -0.1%
HCM
833
Hollencrest Capital Management
California
$1.66M +$3.75K +20 +0.2%
CF
834
Centaurus Financial
California
$1.66M -$2.06K -11 -0.1%
AO
835
Advisor OS
Illinois
$1.64M +$21.3K +114 +1%
TC
836
TownSquare Capital
Utah
$1.64M -$199K -1,062 -11%
MCM
837
Moore Capital Management
New York
$1.64M -$46.8K -250 -3%
DFC
838
DBK Financial Counsel
Ohio
$1.63M -$92.9K -496 -5%
MBT
839
Montecito Bank & Trust
California
$1.62M -$75.5K -403 -4%
KCPG
840
Kavar Capital Partners Group
Kansas
$1.62M -$11.8K -63 -0.7%
VPIM
841
Vanguard Personalized Indexing Management
California
$1.62M +$147K +785 +10%
KTC
842
Kistler-Tiffany Companies
Pennsylvania
$1.61M +$1.15M +6,131 +249%
WAM
843
Wakefield Asset Management
Colorado
$1.61M +$165K +881 +11%
LB
844
Legacy Bridge
Iowa
$1.61M +$164K +875 +11%
KWS
845
Keystone Wealth Services
California
$1.6M +$22.5K +120 +1%
BPCE
846
Bank Pictet & Cie (Europe)
Germany
$1.59M +$1.59M +8,500 New
BWM
847
BigSur Wealth Management
Florida
$1.58M – – –
BIG
848
Builder Investment Group
Georgia
$1.58M – – –
PCP
849
Proficio Capital Partners
Massachusetts
$1.58M -$929K -4,963 -37%
GAM
850
GEM Asset Management
Michigan
$1.58M +$562 +3 +0%
32 33
34
35 36