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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 %
Macquarie Group
1326
Macquarie Group
Australia
$491K +$409K +2,184 +497%
HPIA
1327
Hamilton Point Investment Advisors
North Carolina
$490K – – –
MAM
1328
MMA Asset Management
Pennsylvania
$488K +$110K +589 +29%
WCM
1329
Wealthcare Capital Management
Virginia
$488K +$31.5K +168 +7%
BWA
1330
Bordeaux Wealth Advisors
California
$487K +$5.43K +29 +1%
FCIM
1331
Fairview Capital Investment Management
California
$487K – – –
LA
1332
Lynch & Associates
Indiana
$487K – – –
FRA
1333
Frank Rimerman Advisors
California
$485K – – –
EW
1334
Enzi Wealth
Texas
$485K +$98.1K +507 +25%
BA
1335
Bluesphere Advisors
Pennsylvania
$484K +$71.5K +382 +17%
SIAS
1336
Summit Investment Advisory Services
Minnesota
$484K +$20.6K +110 +4%
SAF
1337
Smith Anglin Financial
Texas
$482K -$9.18K -49 -2%
HIG
1338
Heritage Investment Group
Florida
$482K – – –
ULWM
1339
Upper Left Wealth Management
Florida
$481K -$16.9K -90 -3%
SEM
1340
Strategic Equity Management
Arizona
$481K -$14.9M -79,602 -97%
FF
1341
Francis Financial
$480K +$49.3K +263 +11%
SOW
1342
State of Wyoming
Wyoming
$478K -$566K -3,025 -54%
GAG
1343
GM Advisory Group
New York
$477K +$187 +1 +0%
CD
1344
Chapin Davis
Maryland
$477K +$7.87K +42 +2%
SB
1345
Strategic Blueprint
Georgia
$476K -$63.1K -337 -12%
FSA
1346
Financial Services Advisory
Maryland
$474K +$61.4K +328 +15%
AC
1347
Addison Capital
Pennsylvania
$474K -$37.4K -200 -7%
SW
1348
SlateStone Wealth
Florida
$472K +$239K +1,275 +102%
ECAM
1349
East Coast Asset Management
Massachusetts
$471K -$10.9K -58 -2%
FAM
1350
Formidable Asset Management
Ohio
$471K – – –
52 53
54
55 56