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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 %
CF
851
Cantor Fitzgerald
New York
$1.58M +$34.5K +184 +2%
BTW
852
Boston Trust Walden
Massachusetts
$1.57M +$783K +4,183 +100%
SIA
853
Schechter Investment Advisors
Michigan
$1.56M – – –
MG
854
Mather Group
Illinois
$1.55M -$9.93K -53 -0.6%
SIG
855
Stonegate Investment Group
Alabama
$1.55M +$1.12K +6 +0.1%
MFG
856
Midwest Financial Group
Kansas
$1.55M +$121K +646 +8%
TAM
857
Tocqueville Asset Management
New York
$1.54M -$101K -537 -6%
RMDI
858
R.M. Davis Inc
Maine
$1.54M -$42.5K -227 -3%
CWM
859
Cornerstone Wealth Management
Missouri
$1.54M -$131K -698 -8%
LBC
860
Lowe Brockenbrough & Co
Virginia
$1.53M -$33.7K -180 -2%
AA
861
Alesco Advisors
New York
$1.53M -$10.3K -55 -0.7%
GBT
862
Grove Bank & Trust
Florida
$1.53M +$2.44K +13 +0.2%
WPC
863
Wedmont Private Capital
Pennsylvania
$1.53M +$192 +1 +0%
GLR
864
Great Lakes Retirement
Ohio
$1.53M -$46.3K -247 -3%
MWM
865
Mission Wealth Management
California
$1.53M +$46.3K +247 +3%
JWM
866
Jessup Wealth Management
Ohio
$1.53M -$2.81M -14,986 -65%
Loomis, Sayles & Company
867
Loomis, Sayles & Company
Massachusetts
$1.52M – – –
LP
868
LMR Partners
United Kingdom
$1.51M +$1.51M +8,086 New
CCG
869
Chatham Capital Group
Georgia
$1.51M -$32.4K -173 -2%
TF
870
TimeScale Financial
Massachusetts
$1.51M -$5.62K -30 -0.4%
CWA
871
CJM Wealth Advisers
Virginia
$1.51M – – –
AFP
872
Alpha Financial Partners
Kentucky
$1.51M +$1.51M +8,050 New
MUMSS
873
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1.51M +$1.51M +8,040 New
IDBONY
874
Israel Discount Bank of New York
New York
$1.5M -$204K -1,092 -12%
MFG
875
MidWestOne Financial Group
Iowa
$1.5M +$94.2K +503 +7%
33 34
35
36 37