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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 %
VCAM
1251
Van Cleef Asset Management
Ohio
$606K -$20.6K -110 -3%
TIA
1252
Tiemann Investment Advisors
California
$606K -$46.4K -248 -7%
NCM
1253
Narwhal Capital Management
Georgia
$605K – – –
CAG
1254
Csenge Advisory Group
Florida
$602K +$70K +374 +13%
HT
1255
Heritage Trust
Oklahoma
$601K -$31.8K -170 -5%
CTWM
1256
Cherry Tree Wealth Management
Minnesota
$600K +$600K +3,202 New
MIG
1257
McGuire Investment Group
Rhode Island
$596K – – –
PCS
1258
Personal CFO Solutions
New Jersey
$595K -$10.7K -57 -2%
BWP
1259
Balboa Wealth Partners
Arizona
$595K -$5.06K -27 -0.8%
DCM
1260
Donaldson Capital Management
Indiana
$593K -$10.7K -57 -2%
SFP
1261
Shepherd Financial Partners
Massachusetts
$593K -$10.1K -54 -2%
AFC
1262
AFT Forsyth & Company
Florida
$589K +$140K +745 +31%
WDG
1263
Wealth Dimensions Group
Ohio
$586K +$187 +1 +0%
SWIM
1264
Smallwood Wealth Investment Management
New Jersey
$586K – – –
BFA
1265
Bill Few Associates
Pennsylvania
$586K +$83.1K +444 +17%
FFM
1266
Forum Financial Management
Illinois
$584K +$38.4K +205 +7%
AB
1267
Atlas Brown
Kentucky
$582K +$3.93K +21 +0.7%
RFG
1268
RFP Financial Group
Georgia
$582K -$79.2K -423 -12%
DIA
1269
Dana Investment Advisors
Wisconsin
$582K -$9.93K -53 -2%
DC
1270
Defender Capital
North Carolina
$581K – – –
PTB
1271
Pioneer Trust Bank
Oregon
$578K +$562 +3 +0.1%
JPG
1272
Jordan Park Group
California
$576K +$321K +1,716 +126%
CFS
1273
CRA Financial Services
New Jersey
$572K -$50.8K -271 -8%
NG
1274
NWK Group
California
$563K -$8.8K -47 -2%
RDFA
1275
Ritter Daniher Financial Advisory
Ohio
$562K -$5.62K -30 -1%
49 50
51
52 53