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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 %
HI
1401
Harrington Investments
California
$416K – – –
RW
1402
REDW Wealth
New Mexico
$415K – – –
AF
1403
Affiance Financial
Minnesota
$414K +$414K +2,211 New
FI
1404
Financial Insights
Washington
$414K -$3.75K -20 -0.9%
MSWMA
1405
Market Street Wealth Management Advisors
Indiana
$413K -$29.8K -159 -7%
KBFS
1406
Kohmann Bosshard Financial Services
Ohio
$412K +$23.8K +127 +6%
BW
1407
Bison Wealth
Georgia
$410K +$410K +2,188 New
BFO
1408
Biltmore Family Office
North Carolina
$409K -$240K -1,279 -37%
LB
1409
Leo Brokerage
Texas
$407K +$5.43K +29 +1%
BAAM
1410
Baker Avenue Asset Management
California
$406K -$91.6K -489 -18%
NFW
1411
Noble Family Wealth
Florida
$405K – – –
JSC
1412
Jackson Square Capital
California
$403K +$49.1K +262 +14%
EI
1413
Ellevest Inc
New York
$402K +$43.5K +232 +12%
FHA
1414
Flagship Harbor Advisors
Massachusetts
$400K -$6.18M -32,999 -94%
TDC
1415
Thompson Davis & Co
Virginia
$400K -$99.6K -532 -20%
PCMC
1416
Paragon Capital Management (Colorado)
Colorado
$400K +$52.3K +279 +15%
SIMG
1417
Sonora Investment Management Group
Arizona
$397K – – –
PG
1418
Patten Group
Tennessee
$397K -$63.1K -337 -14%
TAM
1419
Trillium Asset Management
Massachusetts
$397K – – –
IWM
1420
Integris Wealth Management
California
$396K +$2.44K +13 +0.6%
STC
1421
Sarah T. Connolly
$395K – – –
AFS
1422
AFG Fiduciary Services
Massachusetts
$395K +$43.9K +229 +13%
ICM
1423
Intrepid Capital Management
Florida
$394K +$1.12K +6 +0.3%
GIM
1424
Goelzer Investment Management
Indiana
$393K – – –
VAS
1425
Vestmark Advisory Solutions
Massachusetts
$393K -$2.44K -13 -0.6%
55 56
57
58 59