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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 %
GM
1751
GeoWealth Management
Illinois
$156K +$61.3K +328 +65%
RFA
1752
Register Financial Advisors
Georgia
$154K +$187 +1 +0.1%
FCG
1753
Financial Connections Group
California
$151K – – –
HBT
1754
Hills Bank & Trust
Iowa
$150K -$13.7K -73 -8%
WC
1755
Westwind Capital
New Mexico
$148K – – –
DF
1756
Dunhill Financial
United Kingdom
$148K +$148K +802 New
FMTCOCP
1757
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$145K – – –
EWM
1758
Endurance Wealth Management
Rhode Island
$145K +$937 +5 +0.7%
OP
1759
ORG Partners
Indiana
$141K +$141K +754 New
CNBTD
1760
Citizens National Bank Trust Department
Mississippi
$140K -$18.7K -100 -12%
ADL
1761
Asset Dedication LLC
California
$140K +$19.5K +104 +16%
HWM
1762
Horizons Wealth Management
North Carolina
$138K -$75.3K -402 -35%
VCM
1763
Versant Capital Management
Arizona
$138K -$13.1K -70 -9%
MCM
1764
Mill Capital Management
North Carolina
$138K +$4.68K +25 +4%
FPFS
1765
First Personal Financial Services
North Carolina
$137K – – –
CPG
1766
Cornerstone Planning Group
New Jersey
$136K +$136K +726 New
AW
1767
Avion Wealth
Texas
$135K -$10.5K -56 -7%
AFG
1768
Albion Financial Group
Utah
$134K – – –
WAS
1769
Winch Advisory Services
Wisconsin
$134K -$19.8K -106 -13%
AWM
1770
Aberdeen Wealth Management
Illinois
$133K – – –
First Manhattan
1771
First Manhattan
New York
$132K +$60.9K +325 +86%
CIA
1772
Cape Investment Advisory
Georgia
$127K +$13.3K +71 +12%
GJIA
1773
Glass Jacobson Investment Advisors
Maryland
$127K +$127K +679 New
WFA
1774
WestHill Financial Advisors
California
$127K – – –
CLOS
1775
Compagnie Lombard Odier SCmA
Switzerland
$125K +$15K +80 +14%
69 70
71
72 73