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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 %
HFS
1376
Howard Financial Services
Texas
$448K -$112K -597 -20%
PAWA
1377
Palo Alto Wealth Advisors
California
$444K – – –
SFG
1378
Sage Financial Group
Pennsylvania
$444K +$103K +549 +30%
CWM
1379
Cedar Wealth Management
California
$441K +$441K +2,354 +117,700%
VCM
1380
Viewpoint Capital Management
Washington
$441K +$385K +2,055 +685%
CAC
1381
Certified Advisory Corp
Florida
$439K -$1.51M -8,039 -77%
CT
1382
Colonial Trust
South Carolina
$438K – – –
SFG
1383
Sovereign Financial Group
Connecticut
$437K +$78.3K +418 +22%
B
1384
Bridgeworth
Alabama
$434K +$151K +808 +54%
TFA
1385
Toth Financial Advisory
Virginia
$432K +$25.5K +136 +6%
PWP
1386
Pursue Wealth Partners
California
$431K -$2.5M -13,343 -85%
TCA
1387
Troluce Capital Advisors
Puerto Rico
$431K +$431K +2,300 New
SSW
1388
Stone Summit Wealth
Florida
$430K – – –
LSA
1389
L & S Advisors
California
$430K +$149K +797 +53%
RP
1390
Riverbridge Partners
Minnesota
$430K -$65.7K -351 -13%
LA
1391
Latitude Advisors
Florida
$428K -$13.3K -71 -3%
FCC
1392
Flower City Capital
New York
$426K +$22.8K +122 +6%
TF
1393
Trek Financial
Arizona
$425K +$162K +867 +62%
SSW
1394
Smith Shellnut Wilson
Mississippi
$425K – – –
SWM
1395
SFG Wealth Management
Maryland
$424K -$33K -176 -7%
TA
1396
TFG Advisers
Michigan
$424K +$936 +5 +0.2%
VFG
1397
V2 Financial group
Illinois
$423K +$187 +1 +0%
SCA
1398
Southern Capital Advisors
Tennessee
$423K +$14.8K +79 +4%
OFG
1399
Omega Financial Group
California
$418K +$749 +4 +0.2%
FA
1400
Fiduciary Alliance
South Carolina
$416K +$3.37K +18 +0.8%
54 55
56
57 58