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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 %
HPM
1351
Hudson Portfolio Management
New York
$471K +$15.5K +83 +3%
VIA
1352
Vickerman Investment Advisors
Washington
$471K -$20.6K -110 -4%
MWP
1353
Madison Wealth Partners
Wisconsin
$470K -$16.7K -89 -3%
GWS
1354
Glassman Wealth Services
Virginia
$470K -$77.9K -416 -14%
SPM
1355
Symmetry Peak Management
Pennsylvania
$468K +$468K +2,500 New
CGIM
1356
Cannon Global Investment Management
Florida
$468K +$468K +2,500 New
NI
1357
Noked Israel
Israel
$468K +$468K +2,500 New
First Eagle Investment Management
1358
First Eagle Investment Management
New York
$466K +$466K +2,500 New
FPW
1359
Flagship Private Wealth
Massachusetts
$466K +$937 +5 +0.2%
ML
1360
McAdam LLC
Pennsylvania
$465K -$11.2K -60 -2%
CIM
1361
CIM Investment Management
Pennsylvania
$465K – – –
BCP
1362
Berkeley Capital Partners
Georgia
$465K – – –
EWA
1363
Encompass Wealth Advisors
Oregon
$464K – – –
FC
1364
Forte Capital
New York
$462K -$33.5K -179 -7%
W
1365
Wealthquest
Ohio
$462K +$4.12K +22 +0.9%
TW
1366
Transform Wealth
Colorado
$460K -$677K -3,613 -60%
FNBOO
1367
First National Bank of Omaha
Nebraska
$460K +$17.2K +92 +4%
P
1368
Pitcairn
Pennsylvania
$459K -$15.9K -85 -3%
WAG
1369
Winthrop Advisory Group
Massachusetts
$457K -$7.68K -41 -2%
PAM
1370
PVG Asset Management
Colorado
$455K -$396K -2,113 -46%
BFIM
1371
Beese Fulmer Investment Management
Ohio
$455K -$1.12K -6 -0.2%
LSIA
1372
LaSalle St. Investment Advisors
Illinois
$453K +$936 +5 +0.2%
TC
1373
Trilogy Capital
California
$452K -$81.7K -420 -15%
CSIC
1374
Clifford Swan Investment Counsel
California
$450K +$18.7K +100 +4%
MTIM
1375
Marathon Trading Investment Management
Pennsylvania
$449K – – –
53 54
55
56 57