IWM icon

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 %
Polen Capital Management
1626
Polen Capital Management
Florida
$260K +$260K +1,388 New
RIS
1627
Retirement Income Solutions
Michigan
$259K – – –
TFS
1628
Thoroughbred Financial Services
Tennessee
$258K -$40.4K -216 -14%
YIH
1629
Y-Intercept (HK)
Hong Kong
$258K +$258K +1,377 New
GG
1630
Greenwood Gearhart
Arkansas
$258K +$39.1K +209 +18%
BLC
1631
Brown, Lisle/Cummings
Rhode Island
$257K – – –
IPW
1632
Intergy Private Wealth
Colorado
$257K -$50.5K -270 -16%
SAM
1633
Seelaus Asset Management
New Jersey
$257K -$13.1K -70 -5%
WAG
1634
Windsor Advisory Group
Ohio
$257K -$35.4K -189 -12%
WAOTB
1635
Wealth Advisors of Tampa Bay
Florida
$256K -$39.1K -209 -13%
VBWMG
1636
Von Berge Wealth Management Group
California
$255K – – –
AWA
1637
Acorn Wealth Advisors
Michigan
$254K +$374 +2 +0.1%
MWA
1638
Monograph Wealth Advisors
California
$254K – – –
PVAMC
1639
PPS&V Asset Management Consultants
Michigan
$253K – – –
CSB
1640
City State Bank
Iowa
$252K – – –
FCA
1641
FLC Capital Advisors
California
$252K – – –
RB
1642
Renasant Bank
Mississippi
$252K +$252K +1,344 New
HCA
1643
Horan Capital Advisors
Ohio
$252K – – –
AC
1644
Asio Capital
Kentucky
$252K – – –
FPGK
1645
Financial Partners Group (Kansas)
Kansas
$250K -$184K -949 -42%
BSSFA
1646
Baron Silver Stevens Financial Advisors
Florida
$250K +$18.9K +101 +8%
TW
1647
TrinityPoint Wealth
Connecticut
$250K -$4.49K -24 -2%
IIM
1648
Ironwood Investment Management
Massachusetts
$249K -$430K -2,298 -63%
HCM
1649
Horrell Capital Management
Arkansas
$249K – – –
CCA
1650
Cora Capital Advisors
New Jersey
$249K +$15.7K +84 +7%
64 65
66
67 68