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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 %
MIM
1926
Macroview Investment Management
Maryland
$8.97K – – –
GWM
1927
Guardian Wealth Management
Illinois
$8.87K – – –
KIG
1928
Kessler Investment Group
Indiana
$8.61K – – –
TAM
1929
Tucker Asset Management
Colorado
$7.68K -$3.18K -17 -29%
TFP
1930
Tilia Fiduciary Partners
North Carolina
$7.49K – – –
SMFG
1931
Sumitomo Mitsui Financial Group
Japan
$7.11K – – –
FRA
1932
Front Row Advisors
California
$7K – – –
WOC
1933
West Oak Capital
California
$6.55K – – –
BFA
1934
BBJS Financial Advisors
Washington
$4.92K +$1.89K +10 +63%
FPB
1935
First PREMIER Bank
South Dakota
$4K -$75.6K -359 -95%
CA
1936
Centerpoint Advisors
Massachusetts
$4K – – –
LIA
1937
Luken Investment Analytics
Tennessee
$3.93K – – –
NMG
1938
New Millennium Group
Utah
$3.65K +$183 +1 +5%
BC
1939
Barrett & Company
Rhode Island
$3K – – –
RWM
1940
Ruedi Wealth Management
Illinois
$3K – – –
TC
1941
Trust Company
Kansas
$2.62K – – –
OA
1942
Operose Advisors
Wisconsin
$2.44K -$156K -835 -98%
MSFP
1943
Mark Sheptoff Financial Planning
Connecticut
$2.44K – – –
PWM
1944
Provident Wealth Management
Tennessee
$2.25K +$1.5K +8 +200%
CMP
1945
Coston McIsaac & Partners
Maine
$2K – – –
WPWM
1946
Western Pacific Wealth Management
Illinois
$1.87K – – –
M1FG
1947
Mach-1 Financial Group
Arkansas
$1.87K +$1.87K +10 New
KM
1948
Kalos Management
Georgia
$1.12K – – –
C
1949
Covestor
United Kingdom
$1K – – –
HIM
1950
Hillsdale Investment Management
Ontario, Canada
$936 – – –
76 77
78
79 80