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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 %
RA
1026
RFG Advisory
Alabama
$1.01M -$111K -591 -10%
D
1027
Diversified
Delaware
$1.01M +$127K +677 +14%
PL
1028
Parthenon LLC
Kentucky
$1M – – –
AFA
1029
American Financial Advisors
Georgia
$998K +$936 +5 +0.1%
CM
1030
Capula Management
Cayman Islands
$998K -$1.78M -9,526 -64%
APIM
1031
Agate Pass Investment Management
Washington
$993K – – –
EGA
1032
E&G Advisors
Texas
$978K +$141K +755 +17%
CIAS
1033
Capital Investment Advisory Services
North Carolina
$976K -$5.62K -30 -0.6%
OAM
1034
Occidental Asset Management
California
$976K -$372K -1,989 -28%
NCM
1035
Neumann Capital Management
California
$975K – – –
FAM
1036
Forte Asset Management
New York
$973K -$137K -731 -12%
PIA
1037
Powell Investment Advisors
Florida
$967K -$111K -594 -10%
ASC
1038
Atalanta Sosnoff Capital
New York
$964K -$908K -4,848 -49%
GCA
1039
Gradient Capital Advisors
California
$963K – – –
CMA
1040
Cedar Mountain Advisors
Oregon
$956K -$13.9K -74 -1%
FAAM
1041
First Ascent Asset Management
Colorado
$951K +$107K +573 +13%
MFT
1042
Moisand Fitzgerald Tamayo
Florida
$951K -$375 -2 -0%
AF
1043
Apexium Financial
Texas
$950K +$32.4K +173 +4%
MCM
1044
Mainstay Capital Management
Michigan
$949K -$68.7K -367 -7%
BMWM
1045
Brown Miller Wealth Management
Virginia
$945K -$358K -1,911 -27%
BDFN
1046
Bond & Devick Financial Network
Minnesota
$943K +$10.7K +57 +1%
HA
1047
HFG Advisors
Ohio
$943K +$21.7K +116 +2%
MA
1048
MBA Advisors
Pennsylvania
$943K – – –
Fisher Asset Management
1049
Fisher Asset Management
Washington
$940K -$305K -1,629 -25%
BWA
1050
Blodgett Wealth Advisors
California
$939K – – –
40 41
42
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