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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 %
TCM
1426
Traynor Capital Management
Pennsylvania
$391K +$42.5K +227 +12%
CL
1427
CIM LLC
New York
$390K – – –
SW
1428
Simplicity Wealth
New Jersey
$389K -$35.2K -188 -8%
PCMF
1429
Private Capital Management (Florida)
Florida
$389K +$165K +880 +74%
CWP
1430
Concord Wealth Partners
Virginia
$387K +$2.06K +11 +0.5%
IWP
1431
IAG Wealth Partners
Wisconsin
$386K – – –
FDCC
1432
Foster Dykema Cabot & Co
Massachusetts
$386K – – –
PTP
1433
Platform Technology Partners
New York
$386K +$2.09K +11 +0.5%
ANBT
1434
American National Bank & Trust
Texas
$385K -$3.56K -19 -0.9%
CSWM
1435
Cassady Schiller Wealth Management
Ohio
$385K +$1.69K +9 +0.4%
BMM
1436
Buffington Mohr McNeal
Idaho
$384K – – –
EWA
1437
EverSource Wealth Advisors
Alabama
$384K -$27.5K -147 -7%
EIP
1438
Ellis Investment Partners
Pennsylvania
$384K +$12K +64 +3%
PFA
1439
Pettinga Financial Advisors
Indiana
$384K – – –
FCA
1440
Fortis Capital Advisors
Kansas
$382K +$7.87K +42 +2%
CWM
1441
Cahaba Wealth Management
Georgia
$382K +$749 +4 +0.2%
PFG
1442
Pacific Financial Group
Washington
$380K -$22.1K -118 -5%
FFS
1443
Founders Financial Securities
Maryland
$380K +$187 +1 +0%
MWM
1444
Madison Wealth Management
Ohio
$380K +$9.36K +50 +3%
AWP
1445
Abacus Wealth Partners
California
$379K -$19.7K -105 -5%
VIM
1446
Vista Investment Management
Pennsylvania
$379K -$1.5K -8 -0.4%
RFWA
1447
RPg Family Wealth Advisory
Massachusetts
$379K -$246K -1,312 -39%
DFC
1448
DB Fitzpatrick & Co
Idaho
$379K +$27K +144 +8%
PCM
1449
Parsons Capital Management
Rhode Island
$379K – – –
MP
1450
McDonald Partners
Ohio
$378K +$1.87K +10 +0.5%
56 57
58
59 60