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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 %
CCWM
1201
Cassaday & Co Wealth Management
Virginia
$657K +$69.3K +370 +12%
WC
1202
Waterloo Capital
Texas
$656K +$656K +3,501 New
SWM
1203
Segment Wealth Management
Texas
$656K – – –
CFFP
1204
Center for Financial Planning
Michigan
$655K -$34.5K -184 -5%
MPW
1205
Monterey Private Wealth
California
$651K +$375 +2 +0.1%
WCG
1206
Weaver Consulting Group
California
$649K +$129K +687 +25%
TC
1207
TwinBeech Capital
New York
$647K +$647K +3,456 New
X
1208
Xponance
Pennsylvania
$647K -$552K -2,946 -46%
AGP
1209
Autumn Glory Partners
Texas
$646K -$98.5K -526 -13%
TCWM
1210
Total Clarity Wealth Management
Illinois
$646K +$4.68K +25 +0.7%
PI
1211
PFG Investments
New York
$645K +$55.6K +297 +9%
PMG
1212
Private Management Group
California
$645K – – –
BA
1213
Ballew Advisors
Mississippi
$640K – – –
BIA
1214
Bigelow Investment Advisors
Maine
$640K +$187 +1 +0%
SCG
1215
Sonata Capital Group
Washington
$640K +$336K +1,795 +111%
LFA
1216
LGT Financial Advisors
Texas
$640K +$640K +3,417 New
CWM
1217
Concentric Wealth Management
California
$639K -$187K -1,001 -23%
OSNBOA
1218
Old Second National Bank of Aurora
Illinois
$638K +$69.9K +373 +12%
SPW
1219
Surience Private Wealth
Washington
$638K +$154K +825 +32%
IRC
1220
Investors Research Corp
Georgia
$637K – – –
APW
1221
Acima Private Wealth
Virginia
$637K -$41.2K -220 -6%
LWM
1222
Laidlaw Wealth Management
New York
$635K +$151K +808 +31%
PMG
1223
ProVise Management Group
Florida
$635K -$36.3K -194 -5%
AIS
1224
American Investment Services
Massachusetts
$635K -$44.4K -237 -7%
HPA
1225
High Probability Advisors
New York
$634K +$1.5K +8 +0.2%
47 48
49
50 51