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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 %
NIM
1576
Nicollet Investment Management
Minnesota
$294K – – –
FMN
1577
Financial Management Network
California
$294K -$302K -1,610 -51%
MMPW
1578
Mitchell McLeod Pugh & Williams
Alabama
$293K -$39.7K -212 -12%
NEPPG
1579
New England Professional Planning Group
Rhode Island
$292K +$187 +1 +0.1%
CCM
1580
Carlson Capital Management
Minnesota
$291K – – –
LCM
1581
LVM Capital Management
Michigan
$291K – – –
SAM
1582
S.A. Mason
Michigan
$290K – – –
SFO
1583
Stokes Family Office
Louisiana
$289K -$96.1K -513 -25%
CC
1584
Centiva Capital
New York
$288K -$2.01M -10,726 -87%
RIA
1585
RPG Investment Advisory
California
$287K -$4.19M -22,392 -94%
LNB
1586
Ledyard National Bank
$287K +$6.93K +37 +2%
CFAM
1587
Coury Firm Asset Management
Pennsylvania
$286K -$132K -707 -32%
Betterment LLC
1588
Betterment LLC
New York
$286K +$286K +1,527 New
T
1589
TNF
Montana
$286K – – –
BAM
1590
BOS Asset Management
Illinois
$286K +$66.3K +354 +30%
RBC
1591
Romano Brothers & Co
Illinois
$283K +$11.2K +60 +4%
CCM
1592
Canal Capital Management
Virginia
$283K +$749 +4 +0.3%
AWM
1593
Angeles Wealth Management
California
$282K -$749 -4 -0.3%
MFGM
1594
Marshall Financial Group (Maryland)
Maryland
$281K – – –
WCA
1595
Waypoint Capital Advisors
Minnesota
$280K – – –
PMAM
1596
Picton Mahoney Asset Management
Ontario, Canada
$279K -$185K -990 -40%
OCPWS
1597
One Charles Private Wealth Services
Massachusetts
$276K – – –
PCMC
1598
Private Capital Management (Colorado)
Colorado
$276K -$18.5K -99 -6%
AMBIA
1599
Allen Mooney & Barnes Investment Advisors
Georgia
$275K +$187 +1 +0.1%
KC
1600
Kades & Cheifetz
Pennsylvania
$274K +$4.12K +22 +2%
62 63
64
65 66