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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 %
NRA
1101
NSI Retail Advisors
Pennsylvania
$824K – – –
CA
1102
CSM Advisors
Pennsylvania
$824K – – –
TGAM
1103
TBH Global Asset Management
Tennessee
$824K -$120K -643 -13%
BFM
1104
Broadview Financial Management
Wisconsin
$822K +$2.25K +12 +0.3%
PWW
1105
Pettyjohn Wood & White
Virginia
$821K +$2.25K +12 +0.3%
JFG
1106
JDM Financial Group
Texas
$820K +$562 +3 +0.1%
AAS
1107
Ameritas Advisory Services
Nebraska
$818K -$2.06M -11,131 -72%
MRWM
1108
ML&R Wealth Management
Texas
$818K – – –
LMKC
1109
L.M. Kohn & Company
Ohio
$816K +$54.3K +290 +7%
GCA
1110
Guardian Capital Advisors
Ontario, Canada
$815K +$815K +4,250 New
WPP
1111
Whalerock Point Partners
Rhode Island
$815K – – –
S
1112
SignatureFD
Georgia
$812K -$562 -3 -0.1%
MPCG
1113
Matrix Private Capital Group
New York
$811K -$936 -5 -0.1%
Fuller & Thaler Asset Management
1114
Fuller & Thaler Asset Management
California
$809K -$473K -2,527 -37%
AIC
1115
Ayalon Insurance Company
Israel
$807K +$209K +1,114 +35%
Luther King Capital Management (LKCM)
1116
Luther King Capital Management (LKCM)
Texas
$805K -$390K – –
ECM
1117
Elgethun Capital Management
South Dakota
$804K +$187 +1 +0%
ERWM
1118
Elk River Wealth Management
Colorado
$800K -$88.6K -473 -10%
KCM
1119
KLK Capital Management
California
$800K -$42.5K -227 -5%
MBTD
1120
Mechanics Bank - Trust Department
California
$799K +$31.6K +169 +4%
AC
1121
Aristides Capital
Kentucky
$799K +$799K +4,265 New
CB
1122
Cadence Bank
Mississippi
$798K -$29K -155 -4%
LW
1123
Linscomb Wealth
Texas
$796K -$56.7K -303 -7%
SC
1124
SouthState Corp
Florida
$794K -$8.43K -45 -1%
WCM
1125
Windsor Capital Management
Arizona
$792K -$6.56K -35 -0.8%
43 44
45
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