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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 %
FCCM
1476
First City Capital Management
Georgia
$361K +$51.5K +275 +17%
AIC
1477
Argus Investors Counsel
New York
$360K -$3K -16 -0.8%
KCM
1478
KRS Capital Management
Michigan
$358K +$936 +5 +0.3%
ACP
1479
Aviance Capital Partners
Florida
$357K – – –
HR
1480
Howe & Rusling
New York
$357K – – –
RT
1481
Rockland Trust
Massachusetts
$356K -$142K -758 -29%
FWM
1482
Finer Wealth Management
Massachusetts
$356K +$936 +5 +0.3%
MAS
1483
Meeder Advisory Services
Ohio
$356K -$137K -734 -28%
HWM
1484
Hohimer Wealth Management
Washington
$356K – – –
HS
1485
Horan Securities
United States
$356K -$936 -5 -0.3%
SFC
1486
Strategic Financial Concepts
Texas
$356K +$356K +1,899 New
IIC
1487
Integrated Investment Consultants
Michigan
$354K -$47.2K -252 -12%
SCM
1488
Schnieders Capital Management
California
$352K +$24.2K +129 +7%
HI
1489
Horizon Investments
North Carolina
$352K -$10.7K -57 -3%
AA
1490
Advisory Alpha
Michigan
$351K +$5.24K +28 +2%
SP
1491
Successful Portfolios
Florida
$350K -$29.6K -158 -8%
NRI
1492
NFP Retirement Inc
California
$350K -$28.1K -150 -7%
BCG
1493
Breakwater Capital Group
New Jersey
$349K -$375 -2 -0.1%
DSN
1494
D. Scott Neal
Kentucky
$348K – – –
MAM
1495
Madison Asset Management
Wisconsin
$348K – – –
TCOO
1496
Trust Company of Oklahoma
Oklahoma
$346K – – –
SAG
1497
Spotlight Asset Group
Illinois
$345K – – –
LWA
1498
Lowe Wealth Advisors
Maryland
$344K +$307K +1,639 +828%
HCM
1499
Howland Capital Management
Massachusetts
$343K – – –
TCOV
1500
Trust Company of Vermont
Vermont
$343K +$5.06K +27 +1%
58 59
60
61 62