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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
1
Varma Mutual Pension Insurance Co
Finland
$756M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$800M
3
Bank of America
3
Bank of America
North Carolina
$6.06B
4
CS
4
Clear Street
New York
$384M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$888M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$578M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$236M
3
Citigroup
3
Citigroup
New York
$159M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.42B
5
Jane Street
5
Jane Street
New York
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1826
Westside Investment Management
California
$70.2K – – –
CIM
1827
Contravisory Investment Management
Massachusetts
$66.9K +$3.94K +21 +6%
RI
1828
Ridgewood Investments
New Jersey
$66.9K +$18.7K +100 +39%
CT
1829
Clearstead Trust
Maine
$66.7K – – –
CAS
1830
Coppell Advisory Solutions
Texas
$65K +$65K +349 New
EWP
1831
Elevation Wealth Partners
California
$64.8K – – –
AF
1832
Arrow Financial
New York
$64.2K -$9.55K -51 -13%
SC
1833
Sawyer & Company
Massachusetts
$64K -$15K -80 -19%
HCP
1834
Hexagon Capital Partners
Arkansas
$59K – – –
CSWG
1835
Cardinal Strategic Wealth Guidance
Kentucky
$58.6K -$32.2K -172 -35%
ODG
1836
O'Dell Group
Ohio
$57.9K +$57.9K +309 New
HFM
1837
Hartford Financial Management
Connecticut
$57.7K – – –
CCMI
1838
Creative Capital Management Investments
California
$56.2K – – –
SHIM
1839
Stone House Investment Management
Pennsylvania
$56K +$187 +1 +0.3%
KA
1840
Kozak & Associates
Colorado
$54.4K – – –
PGAM
1841
Princeton Global Asset Management
New Jersey
$54.3K – – –
NC
1842
NinePointTwo Capital
California
$54K – – –
SWM
1843
Sanctuary Wealth Management
Idaho
$53K +$53K +283 New
SFC
1844
SYM Financial Corp
Indiana
$52.3K +$9.56K +51 +22%
MFA
1845
Morling Financial Advisors
California
$51.5K – – –
OIS
1846
Okabena Investment Services
Minnesota
$51.5K – – –
FFA
1847
Founders Financial Alliance
North Carolina
$51.1K +$17K +91 +50%
BAM
1848
Bellevue Asset Management
Washington
$49.6K +$1.69K +9 +4%
AssetMark Inc
1849
AssetMark Inc
California
$49.5K -$525K -2,800 -91%
EH
1850
EMG Holdings
Connecticut
$49.1K +$49.1K +262 New
72 73
74
75 76