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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 %
IF
1126
Ironwood Financial
Arizona
$789K -$1.69K -9 -0.2%
SWA
1127
SOA Wealth Advisors
New York
$788K +$169K +903 +27%
RWA
1128
Ropes Wealth Advisors
Massachusetts
$788K +$88K +470 +13%
PWLP
1129
Prio Wealth Limited Partnership
Massachusetts
$786K +$32.6K +174 +4%
IP
1130
Investment Partners
Ohio
$785K +$187 +1 +0%
WP
1131
WealthSource Partners
California
$782K -$67.6K -361 -8%
PFGIA
1132
Patriot Financial Group Insurance Agency
Massachusetts
$782K +$411K +2,195 +111%
WTB
1133
Washington Trust Bank
Washington
$780K -$227K -1,210 -23%
LWM
1134
Lionsbridge Wealth Management
Florida
$775K +$775K +4,139 New
VWA
1135
V Wealth Advisors
Kansas
$774K -$13.1K -70 -2%
NWM
1136
Northwest Wealth Management
Iowa
$769K -$31.5K -168 -4%
TP
1137
Tranquility Partners
Tennessee
$766K +$47K +251 +7%
FIB
1138
First Interstate Bank
Montana
$766K +$12.5K +67 +2%
NFP
1139
Narus Financial Partners
Utah
$764K – – –
AC
1140
Apella Capital
Connecticut
$764K +$764K +4,081 New
IWP
1141
Invenio Wealth Partners
Florida
$761K +$761K +4,062 New
EARNEST Partners
1142
EARNEST Partners
Georgia
$760K +$372K +1,987 +96%
AAM
1143
Ameraudi Asset Management
New York
$757K -$55.8K -298 -7%
PFC
1144
Poplar Forest Capital
California
$757K -$20K -107 -3%
SL
1145
Sentry LLC
Tennessee
$754K +$11K +59 +1%
FG
1146
Fiduciary Group
Georgia
$753K -$58.4K -312 -7%
PA
1147
Procyon Advisors
Connecticut
$751K -$367K -1,957 -33%
LWCFA
1148
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$750K – – –
MIM
1149
Montgomery Investment Management
Maryland
$749K – – –
AFO
1150
Allie Family Office
Florida
$747K – – –
44 45
46
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