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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 %
DBT
1176
Dubuque Bank & Trust
Iowa
$707K +$24K +128 +4%
PMFA
1177
Plante Moran Financial Advisors
Michigan
$707K +$187 +1 +0%
PFA
1178
Pure Financial Advisors
California
$706K +$4.49K +24 +0.6%
G
1179
GenTrust
Florida
$700K +$187 +1 +0%
JHCP
1180
Jackson Hole Capital Partners
Oklahoma
$698K – – –
SBIA
1181
Sheaff Brock Investment Advisors
Indiana
$694K +$187 +1 +0%
LFS
1182
Lutz Financial Services
Nebraska
$692K – – –
SIA
1183
Stegner Investment Associates
Kentucky
$687K -$206K -1,099 -23%
IAA
1184
Independent Advisor Alliance
North Carolina
$684K – – –
WEG
1185
World Equity Group
Illinois
$681K +$525K +2,806 +337%
AF
1186
Alerus Financial
North Dakota
$681K -$128K -681 -16%
CHA
1187
Cooper/Haims Advisors
New York
$678K +$187 +1 +0%
SCA
1188
Sandy Cove Advisors
Massachusetts
$678K -$200K -1,067 -23%
AWM
1189
AAF Wealth Management
Massachusetts
$677K -$2.06K -11 -0.3%
VWM
1190
Valley Wealth Managers
New Jersey
$677K -$65.7K -351 -9%
LFG
1191
Larson Financial Group
Missouri
$676K +$104K +553 +18%
CTA
1192
Colonial Trust Advisors
South Carolina
$673K -$32K -171 -5%
ALWM
1193
Andrews Lucia Wealth Management
California
$669K – – –
MKC
1194
M. Kraus & Co
Vermont
$667K -$95.7K -511 -13%
OBGC
1195
O'Brien Greene & Co
Pennsylvania
$665K – – –
LOPW
1196
Live Oak Private Wealth
North Carolina
$664K +$47.9K +256 +8%
BWM
1197
Baystate Wealth Management
Massachusetts
$663K -$5.06K -27 -0.8%
TAM
1198
Townsend Asset Management
North Carolina
$662K +$1.12K +6 +0.2%
AC
1199
Abbrea Capital
California
$662K +$99.3K +530 +18%
NFSG
1200
Newbridge Financial Services Group
Florida
$660K -$19.8K -106 -3%
46 47
48
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