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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
$800M
3
Bank of America
Bank of America
North Carolina
$6.06B
4
CS
Clear Street
New York
$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$888M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$578M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236M
3
Citigroup
Citigroup
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$5.42B
5
Jane Street
Jane Street
New York
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1726
Wolff Wiese Magana
California
$204K +$27.2K +145 +15%
GSB
1727
Greenfield Savings Bank
Massachusetts
$204K +$204K +1,089 New
FWM
1728
FSA Wealth Management
Massachusetts
$204K +$204K +1,088 New
VNB
1729
Virginia National Bank
Virginia
$203K +$203K +1,085 New
SL
1730
Stevard LLC
Illinois
$202K +$202K +1,080 New
ACA
1731
Aptus Capital Advisors
Alabama
$202K -$3K -16 -1%
CWA
1732
Continuum Wealth Advisors
New York
$202K +$202K +1,078 New
CCMLC
1733
Cardinal Capital Management LLC (Connecticut)
Connecticut
$202K +$202K +1,077 New
BFG
1734
Berger Financial Group
Minnesota
$201K +$201K +1,071 New
MM
1735
Main Management
California
$200K – – –
SIC
1736
SJS Investment Consulting
Ohio
$197K – – –
WBC
1737
West Branch Capital
Massachusetts
$196K +$374 +2 +0.2%
JFA
1738
JNBA Financial Advisors
Minnesota
$194K – – –
FCAG
1739
First Capital Advisors Group
New Jersey
$191K +$45.2K +241 +31%
APW
1740
Atlantic Private Wealth
North Carolina
$184K – – –
Federated Hermes
1741
Federated Hermes
Pennsylvania
$182K +$91.8K +490 +102%
SC
1742
Stephens Consulting
Michigan
$178K -$7.87K -42 -4%
AIA
1743
Armor Investment Advisors
North Carolina
$169K -$749 -4 -0.4%
AT
1744
Avalon Trust
New Mexico
$164K -$4.68K -25 -3%
GI
1745
Gradient Investments
Minnesota
$164K +$157K +841 +2,474%
UCB
1746
United Community Bank
South Carolina
$162K – – –
CHA
1747
Carmichael Hill & Associates
Maryland
$161K -$684K -3,653 -81%
UFF
1748
USA Financial Formulas
Michigan
$157K -$387K -2,064 -71%
ACA
1749
Atlas Capital Advisors
Wyoming
$157K -$3.56K -19 -2%
RBC
1750
Roble Belko & Company
Pennsylvania
$156K – – –
68 69
70
71 72