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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 %
NDSI
1676
Newman Dignan & Sheerar Inc
Rhode Island
$239K – – –
ZIG
1677
Zullo Investment Group
Pennsylvania
$238K -$7.49K -40 -3%
GAM
1678
Gemmer Asset Management
California
$237K -$47.2K -252 -17%
IPW
1679
Inlet Private Wealth
Florida
$237K – – –
FNWM
1680
Financial Network Wealth Management
Utah
$237K -$5.89K -30 -2%
RPCA
1681
Running Point Capital Advisors
California
$236K – – –
VFP
1682
Verus Financial Partners
Virginia
$236K +$585 +3 +0.2%
KW
1683
KWB Wealth
California
$236K -$1.12K -6 -0.5%
EB
1684
Eastern Bank
Massachusetts
$235K – – –
EFG
1685
Everhart Financial Group
Ohio
$234K +$234K +1,603 New
CCG
1686
Coastwise Capital Group
California
$231K +$187 +1 +0.1%
FSCM
1687
Front Street Capital Management
Montana
$231K -$20.6K -110 -8%
VST
1688
Van Strum & Towne
California
$229K – – –
DP
1689
Dearborn Partners
Illinois
$228K -$6.55K -35 -3%
MAG
1690
Mayfair Advisory Group
Alabama
$228K – – –
MHR
1691
Matthew Hamilton Rosenberg
$228K – – –
WP
1692
WMS Partners
Maryland
$227K +$227K +1,211 New
GWMIA
1693
Global Wealth Management Investment Advisory
Florida
$226K -$22.7K -121 -9%
AT
1694
American Trust
Kentucky
$226K +$2.25K +12 +1%
AOWM
1695
Alpha Omega Wealth Management
Virginia
$225K -$4.12K -22 -2%
KFS
1696
Kaizen Financial Strategies
California
$224K -$37.6K -196 -14%
OWM
1697
Orgel Wealth Management
Wisconsin
$223K -$19.3K -103 -8%
TWA
1698
Talisman Wealth Advisors
New Jersey
$222K +$222K +1,185 New
JAG
1699
Journey Advisory Group
Kentucky
$221K -$6.74K -36 -3%
BB
1700
Berkshire Bank
Massachusetts
$221K – – –
66 67
68
69 70