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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 %
TI
1501
Truepoint Inc
Ohio
$343K +$343K +1,832 New
PIM
1502
Penobscot Investment Management
Massachusetts
$342K -$7.3K -39 -2%
BMC
1503
Beaton Management Company
Massachusetts
$342K – – –
CCM
1504
Chilton Capital Management
Texas
$342K – – –
WFAG
1505
Wescott Financial Advisory Group
Pennsylvania
$341K +$562 +3 +0.2%
SSWM
1506
Sheets Smith Wealth Management
North Carolina
$340K -$2.23M -11,930 -87%
CWM
1507
Congress Wealth Management
Massachusetts
$340K -$20.6K -110 -6%
SIA
1508
Soltis Investment Advisors
Utah
$340K +$2.25K +12 +0.7%
LWA
1509
LWS Wealth Advisors
New Jersey
$339K -$51.9K -277 -13%
LFA
1510
Landmark Financial Advisors
Kentucky
$339K -$18.7K -100 -5%
SSWM
1511
Smith Salley Wealth Management
North Carolina
$339K +$39K +208 +13%
GIA
1512
GHP Investment Advisors
Colorado
$338K +$6.11K +32 +2%
PP
1513
Prosperity Planning
Missouri
$337K – – –
SPWM
1514
Schrum Private Wealth Management
Florida
$337K – – –
CPA
1515
Capital Planning Advisors
California
$337K +$103K +550 +44%
IIC
1516
Ironwood Investment Counsel
Arizona
$337K -$5.43K -29 -2%
SCM
1517
Shelton Capital Management
Colorado
$335K +$15.4K +82 +5%
WCM
1518
Wunderlich Capital Managemnt
Tennessee
$334K – – –
AAMC
1519
Asset Allocation & Management Company
Illinois
$333K – – –
BWA
1520
BDO Wealth Advisors
Florida
$332K -$4.68K -25 -1%
TA
1521
Trellis Advisors
Washington
$331K – – –
LA
1522
LexAurum Advisors
Kansas
$331K -$749 -4 -0.2%
FNBOSM
1523
First National Bank of South Miami
Florida
$331K +$562 +3 +0.2%
SW
1524
SkyOak Wealth
Michigan
$330K -$54.3K -290 -14%
CTA
1525
Chesley Taft & Associates
Illinois
$329K -$4.68K -25 -1%
59 60
61
62 63