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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 %
NL
1226
Navalign LLC
California
$633K – – –
MMA
1227
Miracle Mile Advisors
California
$632K +$32.6K +174 +5%
TCA
1228
Transcend Capital Advisors
New Jersey
$632K +$92.1K +492 +17%
MAM
1229
Meeder Asset Management
Ohio
$630K – – –
CWS
1230
Confluence Wealth Services
Pennsylvania
$629K -$129K -688 -17%
PWMG
1231
Provence Wealth Management Group
California
$628K +$26.8K +143 +4%
EB
1232
Exchange Bank
California
$627K +$627K +3,348 New
RPGK
1233
Retirement Planning Group (Kansas)
Kansas
$626K +$187 +1 +0%
PL
1234
Plancorp LLC
Missouri
$625K – – –
FSA
1235
Fort Sheridan Advisors
Illinois
$624K -$7.87K -42 -1%
Hudson Bay Capital Management
1236
Hudson Bay Capital Management
Connecticut
$624K +$624K +3,334 New
TT
1237
TI-Trust
Illinois
$624K -$5.62K -30 -0.9%
NB
1238
Northwest Bancshares
Pennsylvania
$622K +$749 +4 +0.1%
FANJ
1239
Financial Architects (New Jersey)
New Jersey
$620K -$28.8K -154 -4%
VF
1240
Vawter Financial
Ohio
$619K -$43.3K -231 -7%
SMA
1241
Seven Mile Advisory
New Jersey
$618K +$618K +3,300 New
DA
1242
DCF Advisers
Connecticut
$618K +$618K +3,300 New
WIC
1243
Woodmont Investment Counsel
Tennessee
$615K – – –
BWM
1244
Baron Wealth Management
Michigan
$612K +$562 +3 +0.1%
SCA
1245
St. Clair Advisors
Ohio
$611K – – –
TWM
1246
Thrive Wealth Management
Pennsylvania
$610K -$19.7K -105 -3%
Koshinski Asset Management
1247
Koshinski Asset Management
Illinois
$608K -$187K -999 -24%
MMH
1248
Menora Mivtachim Holdings
Israel
$608K +$608K +3,246 New
PFA
1249
Plotkin Financial Advisors
Maryland
$608K -$47.8K -255 -7%
RFN
1250
RDA Financial Network
Iowa
$607K +$67.8K +362 +13%
48 49
50
51 52