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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 %
Man Group
876
Man Group
United Kingdom
$1.5M +$1.5M +8,019 New
PP
877
Prudential plc
United Kingdom
$1.5M +$1.5M +8,000 New
CPSAC
878
Chas P. Smith & Associates (CPS)
Florida
$1.5M – – –
CW
879
Connectus Wealth
Ohio
$1.49M -$1.53M -8,185 -51%
GC
880
Garde Capital
Washington
$1.49M -$222K -1,186 -13%
FA
881
Fermata Advisors
California
$1.47M +$960K +5,125 +188%
SF
882
Summit Financial
New Jersey
$1.46M +$35.2K +188 +2%
FC
883
FCA Corp
Texas
$1.44M -$150K -800 -9%
CWA
884
Centennial Wealth Advisory
Michigan
$1.44M -$21K -112 -1%
CP
885
Camelot Portfolios
Ohio
$1.44M +$1.44M +7,671 New
NP
886
NorthRock Partners
Minnesota
$1.43M -$3.29M -17,558 -70%
CWG
887
Cornerstone Wealth Group
North Carolina
$1.42M -$1.87K -10 -0.1%
PAM
888
Private Asset Management
California
$1.42M -$67.4K -360 -5%
HF
889
Halpern Financial
Virginia
$1.42M -$375K -2,000 -21%
MIA
890
MainStreet Investment Advisors
Illinois
$1.41M -$137K -733 -9%
STCOSD
891
Sageworth Trust Company of South Dakota
South Dakota
$1.41M – – –
PA
892
PFG Advisors
Arizona
$1.41M +$123K +659 +10%
CWP
893
Capital Wealth Planning
Florida
$1.41M +$1.41M +7,527 New
AI
894
Acuitas Investments
Washington
$1.41M +$1.41M +7,520 New
CS
895
Cannell & Spears
New York
$1.4M – – –
SWM
896
Shelton Wealth Management
Texas
$1.4M -$46.8K -250 -3%
MC
897
Middleton & Co
Massachusetts
$1.4M – – –
LNWTC
898
Laird Norton Wetherby Trust Company
Washington
$1.4M -$50.9K -272 -4%
PGWM
899
Pitti Group Wealth Management
New York
$1.39M -$2.62K -14 -0.2%
MNBTD
900
Moody National Bank Trust Division
Texas
$1.38M – – –
34 35
36
37 38