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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 %
SCA
1301
Stillwater Capital Advisors
Pennsylvania
$522K – – –
RWM
1302
Rockwood Wealth Management
Pennsylvania
$514K +$183K +977 +55%
CCM
1303
Copeland Capital Management
Pennsylvania
$514K +$514K +2,744 New
CAAS
1304
Capital Asset Advisory Services
Michigan
$514K -$48.8K -255 -9%
UBV
1305
United Bank (Virginia)
Virginia
$514K +$375 +2 +0.1%
DWP
1306
Destiny Wealth Partners
Florida
$514K -$27.4K -141 -5%
BCA
1307
Bay Colony Advisors
Massachusetts
$511K -$68.2K -364 -12%
WA
1308
Wealth Alliance
New York
$509K +$509K +2,718 New
RWP
1309
RWA Wealth Partners
Massachusetts
$509K +$123K +655 +32%
MMHP
1310
Murphy Middleton Hinkle & Parker
Georgia
$508K -$47.4K -253 -9%
WCM
1311
Washburn Capital Management
Florida
$507K -$57.1K -305 -10%
EGA
1312
Eagle Global Advisors
Texas
$506K – – –
AA
1313
Apriem Advisors
California
$504K +$173K +925 +52%
RMAM
1314
Raab & Moskowitz Asset Management
New Jersey
$501K -$14K -75 -3%
BC
1315
Burney Company
Virginia
$501K +$11.6K +62 +2%
MWM
1316
Mascoma Wealth Management
New Hampshire
$500K -$89K -461 -15%
FPCG
1317
Forum Private Client Group
Indiana
$497K -$35.6K -190 -7%
FAM
1318
Flaharty Asset Management
Florida
$497K -$168K -897 -25%
WPA
1319
West Paces Advisors
Georgia
$497K +$59.6K +318 +14%
BCM
1320
Birmingham Capital Management
Alabama
$495K -$18.7K -100 -4%
OWA
1321
Octavia Wealth Advisors
Ohio
$495K +$3.18K +17 +0.6%
GI
1322
GAMCO Investors
Connecticut
$494K -$287K -1,534 -37%
ACM
1323
Advance Capital Management
Michigan
$493K +$86.9K +464 +21%
IA
1324
Insight Advisors
Pennsylvania
$491K -$13.1K -70 -3%
RVPG
1325
Relative Value Partners Group
$491K +$118K +629 +32%
51 52
53
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