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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 %
FFM
1601
Flagstone Financial Management
Nebraska
$274K – – –
I2I
1602
Insight 2811 Inc
Illinois
$273K +$273K +1,458 New
SF
1603
Slagle Financial
Illinois
$272K +$272K +1,455 New
MFG
1604
Monte Financial Group
Connecticut
$272K -$20.6K -110 -7%
FLA
1605
Financial Life Advisors
Texas
$272K – – –
BSB
1606
Bangor Savings Bank
Maine
$272K -$9.93K -53 -4%
CWM
1607
Castle Wealth Management
Florida
$272K -$25.5K -136 -9%
MIIM
1608
Mesirow Institutional Investment Management
Illinois
$272K +$245K +1,310 +936%
BWM
1609
BerganKDV Wealth Management
Minnesota
$271K -$109K -583 -29%
AWAG
1610
ARS Wealth Advisors Group
Florida
$269K -$92.3K -493 -26%
LSA
1611
Lansing Street Advisors
Pennsylvania
$267K +$219K +1,171 +459%
APW
1612
Aurora Private Wealth
New Jersey
$266K -$34.8K -186 -12%
FP
1613
Financial Perspectives
Minnesota
$265K +$135K +721 +104%
NCM
1614
Northwest Capital Management
Oregon
$265K -$122K -651 -32%
BL
1615
Balentine LLC
Georgia
$264K +$70.8K +378 +37%
WWM
1616
Windsor Wealth Management
Indiana
$264K – – –
AWG
1617
Altus Wealth Group
Colorado
$264K -$101K -538 -28%
JCM
1618
Jag Capital Management
Missouri
$263K -$90.8K -485 -26%
OC
1619
Oakworth Capital
Alabama
$262K +$47.4K +253 +22%
DL
1620
DOHJ LLC
Washington
$262K – – –
PIA
1621
Pinion Investment Advisors
Kansas
$262K +$262K +1,398 New
CFO
1622
CVA Family Office
Colorado
$262K – – –
AFG
1623
Allegheny Financial Group
Pennsylvania
$262K -$63.7K -340 -20%
LWMG
1624
Levy Wealth Management Group
Pennsylvania
$261K +$375 +2 +0.1%
ECG
1625
EPIQ Capital Group
California
$260K +$749 +4 +0.3%
63 64
65
66 67