IWM icon

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 %
MCM
1276
Mengis Capital Management
Oregon
$562K -$4.87K -26 -0.9%
PTC
1277
Philadelphia Trust Company
Pennsylvania
$560K – – –
SFS
1278
Strategic Financial Services
New York
$558K -$26.8K -140 -5%
TC
1279
TAGStone Capital
North Carolina
$557K +$1.5K +8 +0.3%
GCA
1280
Greenwood Capital Associates
South Carolina
$557K +$557K +2,972 New
MW
1281
Marcum Wealth
Ohio
$556K -$27.3K -146 -5%
DP
1282
Denver PWM
Colorado
$554K +$18.8K +101 +4%
TNB
1283
Thomasville National Bank
Georgia
$554K -$22.1K -118 -4%
CCP
1284
Clarkston Capital Partners
Michigan
$552K – – –
JIP
1285
Jaffetilchin Investment Partners
Florida
$552K +$100K +534 +22%
BHWM
1286
Bar Harbor Wealth Management
New Hampshire
$552K -$29.6K -158 -5%
MWM
1287
Maripau Wealth Management
Indiana
$551K +$62K +331 +13%
AC
1288
AlphaCore Capital
California
$548K +$286K +1,525 +109%
FM
1289
Family Management
New York
$547K +$547K +2,919 New
CWP
1290
Cyndeo Wealth Partners
Florida
$546K -$51.9K -277 -9%
CB
1291
Centennial Bank
Arkansas
$543K +$56.2K +300 +12%
H
1292
HoyleCohen
California
$541K -$138K -735 -20%
CCA
1293
Conservest Capital Advisors
Pennsylvania
$536K +$936 +5 +0.2%
ACM
1294
Advisors Capital Management
New Jersey
$536K -$62.2K -332 -10%
EP
1295
Edgestream Partners
New Jersey
$534K -$697K -3,724 -57%
V
1296
ViaWealth
Kansas
$530K – – –
JJBC
1297
James J. Burns & Company
New York
$530K -$47.6K -254 -8%
TL
1298
Tradewinds LLC
North Carolina
$523K +$1.12K +6 +0.2%
CIA
1299
Capital Investment Advisors
Georgia
$523K +$14.6K +78 +3%
KIA
1300
KCM Investment Advisors
California
$523K -$2.43K -13 -0.5%
50 51
52
53 54