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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 %
BST
1701
Bath Savings Trust
Maine
$221K – – –
CIG
1702
Cairn Investment Group
Washington
$221K – – –
LCGC
1703
Legacy Capital Group California
California
$221K -$1.53M -8,162 -87%
CWM
1704
Cahill Wealth Management
Michigan
$220K +$187 +1 +0.1%
MCC
1705
Money Concepts Capital
Florida
$219K -$2.48M -13,264 -92%
CWM
1706
Campbell Wealth Management
Virginia
$219K +$219K +1,172 New
TVAMP
1707
Tennessee Valley Asset Management Partners
Tennessee
$217K +$3.93K +21 +2%
RMA
1708
Roffman Miller Associates
Pennsylvania
$217K -$125K -668 -37%
QHA
1709
Quarry Hill Advisors
Minnesota
$217K – – –
VPP
1710
Vertex Planning Partners
Illinois
$214K -$6.37K -34 -3%
VFIC
1711
Valley Forge Investment Consultants
Pennsylvania
$214K – – –
PFG
1712
Prosperity Financial Group
California
$213K +$213K +1,140 New
FWI
1713
Facet Wealth Inc
Maryland
$212K -$33.6K -172 -14%
CIP
1714
Capital Insight Partners
Arizona
$211K – – –
ETS
1715
ESL Trust Services
New York
$210K +$210K +1,120 New
CCA
1716
Checchi Capital Advisers
California
$210K +$210K +1,119 New
WAG
1717
Wallace Advisory Group
California
$209K – – –
ACM
1718
Alamar Capital Management
California
$209K +$209K +1,116 New
FAG
1719
Financial Advisory Group
Texas
$209K +$209K +857 New
CWM
1720
Cabot Wealth Management
Massachusetts
$208K +$208K +1,111 New
WA
1721
Wealthstar Advisors
Texas
$208K +$208K +1,108 New
EHC
1722
Everett Harris & Co
California
$207K -$21K -112 -9%
AA
1723
Axiom Advisory
California
$206K +$206K +1,101 New
CCG
1724
Capital CS Group
California
$206K +$206K +1,100 New
BFA
1725
Beacon Financial Advisory
Ohio
$204K +$204K +1,092 New
67 68
69
70 71