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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 %
MPM
1051
Meritage Portfolio Management
Kansas
$938K -$2.25K -12 -0.2%
ICM
1052
Ionic Capital Management
New York
$936K – – –
DIGDR
1053
Dynamo Internacional Gestao de Recursos
Brazil
$936K – – –
NM
1054
NWI Management
New York
$936K +$936K +5,000 New
NGA
1055
Naples Global Advisors
Florida
$934K -$11.6K -62 -1%
BONH
1056
Bank of New Hampshire
New Hampshire
$932K +$2.81K +15 +0.3%
SHFA
1057
SC&H Financial Advisors
Maryland
$932K +$37.3K +199 +4%
MLL
1058
Moody Lynn & Lieberson
Massachusetts
$930K +$1.69K +9 +0.2%
GIP
1059
Granite Investment Partners
California
$927K +$927K +4,950 New
IF
1060
Intrua Financial
Texas
$920K +$133K +708 +17%
NPA
1061
Nichols & Pratt Advisers
Massachusetts
$916K -$93.8K -501 -9%
LTL
1062
Lowery Thomas LLC
California
$913K -$4.5K -24 -0.5%
AWA
1063
Arkadios Wealth Advisors
Georgia
$912K -$33.7K -180 -4%
HWM
1064
Howard Wealth Management
Connecticut
$912K -$6.18K -33 -0.7%
FFA
1065
Fragasso Financial Advisors
Pennsylvania
$909K -$9.55K -51 -1%
SWA
1066
Sutton Wealth Advisors
Florida
$907K +$106K +568 +13%
ACP
1067
Aveo Capital Partners
Colorado
$905K +$682K +3,641 +306%
DI
1068
DFPG Investments
Utah
$902K -$351K -1,783 -28%
MTIC
1069
Missouri Trust & Investment Company
Missouri
$899K – – –
AHC
1070
Adell Harriman & Carpenter
Texas
$898K -$24K -128 -3%
CHJWM
1071
Carlton Hofferkamp & Jenks Wealth Management
Texas
$885K -$4.47K -23 -0.5%
ZB
1072
Zions Bancorporation
Utah
$883K +$218K +1,163 +33%
CPA
1073
Cardiff Park Advisors
California
$882K -$17K -91 -2%
PCMU
1074
Paragon Capital Management (Utah)
Utah
$880K +$10.5K +56 +1%
MFA
1075
McClarren Financial Advisors
Pennsylvania
$876K +$3K +16 +0.3%
41 42
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