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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 %
NFG
1001
Nations Financial Group
Iowa
$1.1M +$9.18K +49 +0.8%
APWA
1002
Atlas Private Wealth Advisors
New Jersey
$1.1M +$544K +2,903 +98%
PB
1003
Pinnacle Bancorp
Nebraska
$1.1M +$62.2K +332 +6%
HWA
1004
Heritage Wealth Advisors
Virginia
$1.09M +$3.56K +19 +0.3%
SIM
1005
Stratos Investment Management
Ohio
$1.09M -$363K -1,940 -25%
EWM
1006
Empirical Wealth Management
Washington
$1.08M -$392K -2,091 -27%
MW
1007
MBL Wealth
North Carolina
$1.08M -$118K -628 -10%
AA
1008
AlphaMark Advisors
Kentucky
$1.07M -$178K -953 -14%
TIM
1009
Tortoise Investment Management
New York
$1.06M – – –
JF
1010
JSF Financial
California
$1.06M -$4.87K -26 -0.5%
WHG
1011
Westwood Holdings Group
Texas
$1.06M – – –
AWM
1012
Aprio Wealth Management
Georgia
$1.06M -$207K -1,105 -16%
SHJ
1013
Sharkey, Howes & Javer
Colorado
$1.06M – – –
GFPC
1014
Global Financial Private Client
Florida
$1.05M +$182K +970 +21%
BFW
1015
Brady Family Wealth
Missouri
$1.05M +$1.87K +10 +0.2%
SCA
1016
Snowden Capital Advisors
New York
$1.05M +$126K +674 +14%
LA
1017
Lifeworks Advisors
Michigan
$1.05M -$37.5K -200 -3%
OGF
1018
Orin Green Financial
California
$1.03M -$4.31K -23 -0.4%
CWA
1019
Core Wealth Advisors
Florida
$1.03M – – –
WFA
1020
Wade Financial Advisory
California
$1.03M – – –
FIA
1021
Foundations Investment Advisors
Arizona
$1.03M +$497K +2,656 +94%
FFN
1022
Focus Financial Network
Minnesota
$1.03M -$543K -2,899 -35%
WIC
1023
Whitegate Investment Counselors
New Hampshire
$1.02M -$741K -3,955 -42%
MHS
1024
M Holdings Securities
Oregon
$1.02M -$2.82M -15,052 -73%
SFS
1025
Summit Financial Strategies
Ohio
$1.02M -$39K -208 -4%
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