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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 %
USCWA
926
U.S. Capital Wealth Advisors
Texas
$1.32M +$156K +835 +13%
JA
927
JVL Associates
Michigan
$1.32M – – –
AIMC
928
Alley Investment Management Company
Illinois
$1.32M – – –
BFO
929
Boston Family Office
Massachusetts
$1.32M -$2.81K -15 -0.2%
SCM
930
SOL Capital Management
Maryland
$1.31M -$331K -1,766 -20%
AA
931
Ancora Advisors
Ohio
$1.31M +$94.9K +507 +8%
OIM
932
Orca Investment Management
Oregon
$1.3M -$23.2K -124 -2%
LSA
933
Lion Street Advisors
Texas
$1.29M +$243K +1,064 +23%
OPCM
934
Osborne Partners Capital Management
California
$1.29M -$268K -1,431 -17%
CFG
935
Cooper Financial Group
California
$1.29M -$181K -965 -12%
CTC
936
Central Trust Company
Missouri
$1.29M – – –
PS
937
Planned Solutions
California
$1.29M +$3K +16 +0.2%
1WM
938
1900 Wealth Management
Texas
$1.28M -$361K -1,925 -22%
CC
939
Chicago Capital
Illinois
$1.28M -$10.5K -56 -0.8%
CB
940
Community Bank
New York
$1.28M +$280K +1,494 +28%
Manulife (Manufacturers Life Insurance)
941
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M +$23.8K +127 +2%
BAMG
942
Brand Asset Management Group
Missouri
$1.27M -$25.3K -135 -2%
EFS
943
Essex Financial Services
Connecticut
$1.27M +$84.1K +449 +7%
RZH
944
Relyea Zuckerberg Hanson
Connecticut
$1.27M +$1.69K +9 +0.1%
HSA
945
HBK Sorce Advisory
Pennsylvania
$1.27M -$58.4K -312 -4%
JFGIW
946
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M -$26.8K -143 -2%
GIA
947
Guyasuta Investment Advisors
Pennsylvania
$1.26M -$11.4K -61 -0.9%
SCA
948
Stonebridge Capital Advisors
Minnesota
$1.26M -$38.2K -204 -3%
KFP
949
KMG Fiduciary Partners
Ohio
$1.26M +$749 +4 +0.1%
SRC
950
Sage Rhino Capital
California
$1.25M – – –
36 37
38
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