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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 %
FCA
1151
FinTrust Capital Advisors
South Carolina
$747K – – –
MC
1152
Moors & Cabot
Massachusetts
$746K +$183K +978 +33%
WDL
1153
Well Done LLC
Michigan
$745K +$8.8K +47 +1%
ACM
1154
Ategra Capital Management
Virginia
$745K +$127K +679 +21%
RRA
1155
Round Rock Advisors
Connecticut
$739K +$10.5K +56 +1%
DE
1156
Day & Ennis
Georgia
$733K -$43.6K -233 -6%
CAM
1157
Concorde Asset Management
Michigan
$732K +$93.3K +498 +15%
PHAM
1158
Palisades Hudson Asset Management
Florida
$731K -$3.19K -17 -0.4%
NCM
1159
Next Capital Management
New York
$729K – – –
BIM
1160
Bridges Investment Management
Nebraska
$728K – – –
NAM
1161
NorthCrest Asset Manangement
Minnesota
$727K +$39.3K +210 +6%
SDWMA
1162
Schneider Downs Wealth Management Advisors
Pennsylvania
$727K -$11.8K -63 -2%
LW
1163
Libra Wealth
California
$726K – – –
TF
1164
Tompkins Financial
New York
$726K – – –
HWA
1165
Heartwood Wealth Advisors
Virginia
$724K – – –
DAM
1166
Deepwater Asset Management
Minnesota
$720K +$720K +3,844 New
CG
1167
Cynosure Group
Utah
$719K +$289K +1,541 +67%
EK
1168
Evensky & Katz
Florida
$718K -$75.7K -404 -10%
BCM
1169
Barometer Capital Management
Ontario, Canada
$716K +$716K +3,825 New
WA
1170
Wealth Architects
California
$715K +$15.4K +82 +2%
CFGS
1171
Concourse Financial Group Securities
Alabama
$715K -$70.2K -375 -9%
Bank Julius Baer & Co
1172
Bank Julius Baer & Co
Switzerland
$714K -$28.5K -152 -4%
FCB
1173
First County Bank
Connecticut
$711K -$32.8K -175 -4%
EE
1174
EWG Elevate
California
$710K -$140K -745 -16%
KAH
1175
Kathryn A. Hall
$708K – – –
45 46
47
48 49