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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
+$449M
3
Bank of America
Bank of America
North Carolina
+$413M
4
CS
Clear Street
New York
+$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$303M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.63B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$803M
3
Citigroup
Citigroup
New York
-$749M
4
Goldman Sachs
Goldman Sachs
New York
-$341M
5
Jane Street
Jane Street
New York
-$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
901
ClientFirst Wealth Management
Arkansas
$1.37M – – –
AWA
902
Authentikos Wealth Advisory
California
$1.37M -$57.7K -308 -4%
RWMH
903
Riverpoint Wealth Management Holdings
Illinois
$1.37M +$749 +4 +0.1%
RIL
904
Rothschild Investment LLC
Illinois
$1.37M -$4.68K -25 -0.3%
WCF
905
West Coast Financial
California
$1.37M -$163K -868 -11%
CCG
906
Cypress Capital Group
Florida
$1.37M +$61.1K +326 +5%
CA
907
Cambridge Advisors
Nebraska
$1.36M +$88.2K +471 +7%
OIA
908
Optimum Investment Advisors
Illinois
$1.36M +$5.24K +28 +0.4%
MCP
909
Mirador Capital Partners
California
$1.36M +$1.14M +6,075 +503%
COCM
910
Charter Oak Capital Management
New Hampshire
$1.36M -$84.8K -453 -6%
PIMG
911
Patriot Investment Management Group
Tennessee
$1.36M – – –
OFG
912
Oxford Financial Group
Indiana
$1.35M -$110K -590 -8%
IP
913
Intellectus Partners
California
$1.35M -$33.7K -180 -2%
HCMT
914
Highland Capital Management (Tennessee)
Tennessee
$1.35M +$78.5K +419 +6%
FA
915
Fagan Associates
New York
$1.34M -$3.75K -20 -0.3%
MLIC
916
Mandatum Life Insurance Company
Finland
$1.34M +$120K +640 +10%
DI
917
Disciplined Investments
Oklahoma
$1.34M -$243K -1,297 -15%
GFS
918
GYL Financial Synergies
Connecticut
$1.34M +$9.74K +52 +0.7%
OSAM
919
O'Shaughnessy Asset Management
Connecticut
$1.33M +$6.37K +34 +0.5%
ONST
920
Old North State Trust
North Carolina
$1.33M +$64.1K +342 +5%
PCM
921
Pointe Capital Management
Michigan
$1.33M +$55.6K +297 +4%
DJSG
922
D.J. St. Germain
Massachusetts
$1.33M +$1.33M +7,084 New
6F
923
626 Financial
Michigan
$1.33M +$19.3K +103 +1%
CPP
924
Capasso Planning Partners
South Carolina
$1.32M +$1.08M +5,757 +443%
PCM
925
Penn Capital Management
Pennsylvania
$1.32M +$499K +2,662 +61%
35 36
37
38 39