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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 %
KAM
1451
KEB Asset Management
Illinois
$377K – – –
CFP
1452
Cypress Financial Planning
New Jersey
$376K -$2.63K -14 -0.7%
CPRC
1453
Consolidated Portfolio Review Corp
New York
$375K -$155K -829 -29%
CB
1454
CNB Bank
Pennsylvania
$375K +$187 +1 +0.1%
BCM
1455
Bienville Capital Management
New York
$375K -$56.2K -300 -13%
BFA
1456
Brown Financial Advisory
Alabama
$373K -$24K -128 -6%
CMI
1457
Clare Market Investments
Texas
$371K +$9.55K +51 +3%
AP
1458
Americana Partners
Texas
$370K – – –
HFAS
1459
Hummer Financial Advisory Services
Illinois
$370K – – –
BWP
1460
Baldwin Wealth Partners
Massachusetts
$369K – – –
BP
1461
BBR Partners
New York
$369K +$64.4K +344 +21%
RP
1462
Rice Partnership
Hawaii
$369K +$8.05K +43 +2%
QPWM
1463
Quadrant Private Wealth Management
Pennsylvania
$369K – – –
BB
1464
Bell Bank
North Dakota
$368K +$154K +820 +71%
LSPW
1465
Lake Street Private Wealth
Illinois
$367K -$52.6K -281 -13%
SC
1466
Sonen Capital
California
$366K – – –
MWA
1467
Meridian Wealth Advisors
Texas
$366K -$2.62K -14 -0.7%
GPA
1468
Guidance Point Advisors
Massachusetts
$366K -$9.93K -53 -3%
KHLMTHM
1469
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$366K – – –
HNWAG
1470
High Net Worth Advisory Group
Florida
$366K – – –
NP
1471
Nilsine Partners
Colorado
$365K – – –
WCM
1472
Washington Capital Management
Washington
$365K +$365K +1,950 New
SCA
1473
STALEY CAPITAL ADVISERS
Pennsylvania
$363K – – –
TNA
1474
True North Advisors
Texas
$363K +$45.7K +244 +14%
CPA
1475
Capital Performance Advisors
California
$362K +$562 +3 +0.2%
57 58
59
60 61