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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 %
LC
1651
Lincoln Capital
Nebraska
$248K – – –
SWA
1652
Strategies Wealth Advisors
Michigan
$248K +$187 +1 +0.1%
BIM
1653
Bridgecreek Investment Management
Oklahoma
$248K +$248K +1,325 New
GCM
1654
Gables Capital Management
Florida
$246K -$16.9K -90 -6%
WI
1655
Wedgewood Investors
Pennsylvania
$246K – – –
KCM
1656
Kennicott Capital Management
California
$246K +$164K +2,625 +200%
IFA
1657
Interactive Financial Advisors
Illinois
$245K -$10.3K -55 -4%
DAM
1658
Deltec Asset Management
New York
$245K – – –
CBOR
1659
Community Bank of Raymore
Missouri
$245K – – –
UAS
1660
United Asset Strategies
New York
$245K -$8.61M -45,978 -97%
HKIM
1661
Hayek Kallen Investment Management
Alabama
$244K – – –
SAM
1662
SP Asset Management
California
$243K +$749 +4 +0.3%
CCMG
1663
Clark Capital Management Group
Pennsylvania
$243K -$236K -1,262 -49%
KWM
1664
Kolinsky Wealth Management
New Jersey
$243K +$33.7K +181 +16%
JWM
1665
JGP Wealth Management
Oregon
$243K – – –
FCT
1666
First Community Trust
Iowa
$243K – – –
FWM
1667
Forza Wealth Management
Florida
$242K +$5.06K +27 +2%
FFA
1668
Farther Finance Advisors
California
$242K +$40.3K +215 +20%
BTWM
1669
Baker Tilly Wealth Management
Wisconsin
$241K -$91.8K -490 -28%
PNAA
1670
Pictet North America Advisors
Switzerland
$241K +$241K +1,286 New
SMA
1671
Sage Mountain Advisors
Georgia
$241K -$72.3K -386 -23%
CTC
1672
Corundum Trust Company
South Dakota
$240K +$240K +1,284 New
SWM
1673
Stockman Wealth Management
Montana
$240K -$18.2K -97 -7%
PP
1674
PrairieView Partners
Minnesota
$239K – – –
ZIG
1675
Zuckerman Investment Group
Illinois
$239K – – –
65 66
67
68 69