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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 %
V
1076
VeraBank
Texas
$875K -$36.5K -195 -4%
BFA
1077
Bragg Financial Advisors
North Carolina
$866K -$6.93K -37 -0.8%
RG
1078
Retirement Group
California
$858K – – –
LC
1079
LCNB Corp
Ohio
$857K – – –
CC
1080
Callan Capital
California
$856K +$856K +4,571 New
WPC
1081
White Pine Capital
Minnesota
$852K -$3.37K -18 -0.4%
SWA
1082
Sightline Wealth Advisors
Connecticut
$852K – – –
PIA
1083
Perennial Investment Advisors
California
$851K -$38.2K -204 -4%
OWP
1084
Obermeyer Wealth Partners
Colorado
$850K – – –
MWM
1085
Mattern Wealth Management
Kansas
$848K -$17.2K -92 -2%
CT
1086
Cambridge Trust
Massachusetts
$846K -$868K -4,636 -51%
DA
1087
Doliver Advisors
Texas
$846K +$575K +3,071 +212%
CFG
1088
Cosner Financial Group
Colorado
$844K +$844K +4,508 New
MM
1089
Meridian Management
Arkansas
$842K -$12.9K -69 -2%
KTA
1090
Keeley-Teton Advisors
Illinois
$841K -$15K -80 -2%
IIM
1091
InTrack Investment Management
Vermont
$841K -$3.18K -17 -0.4%
MFGP
1092
Marshall Financial Group (Pennsylvania)
Pennsylvania
$841K +$562 +3 +0.1%
MFC
1093
Morris Financial Concepts
South Carolina
$839K +$3.75K +20 +0.4%
PWP
1094
Perfromance Wealth Partners
Illinois
$838K -$929 -5 -0.1%
KFI
1095
Key Financial Inc
Pennsylvania
$837K +$117K +627 +16%
RLWM
1096
RF&L Wealth Management
Massachusetts
$835K -$5.43K -29 -0.6%
SWM
1097
Sugarloaf Wealth Management
Georgia
$834K -$18.2K -97 -2%
SCP
1098
Silverleafe Capital Partners
Tennessee
$834K -$205K -1,093 -20%
YAVAPFMC
1099
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$830K +$830K +4,440 New
VCP
1100
Vista Capital Partners
Oregon
$825K – – –
42 43
44
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