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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,977 hedge funds and large institutions have $54B invested in iShares Russell 2000 ETF in 2022 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 705 increasing their positions, 730 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
+129
Holders Change %
+6.98%
% of All Funds
31.9%
Holding in Top 10
203
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+6.28%
% of All Funds
3.28%
New
278
Increased
705
Reduced
730
Closed
108
Calls
$26.9B
Puts
$58.9B
Net Calls
-$32B
Net Calls Change
-$563M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$370M
2
Millennium Management
Millennium Management
New York
$319M
3
Barclays
Barclays
United Kingdom
$887M
4
AWA
Arete Wealth Advisors
Illinois
$2.94B
5
Wolverine Trading
Wolverine Trading
Illinois
$167M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.28B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.01B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$473M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$174
5
APF
Alaska Permanent Fund
Alaska
$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
226
Welch & Forbes
Massachusetts
$14.8M -$640K -3,672 -4%
EH
227
Equitable Holdings
New York
$14.6M +$1.66M +9,499 +13%
AIP
228
Ameritas Investment Partners
Nebraska
$14.6M -$571K -3,064 -4%
WSFS
229
Wilmington Savings Fund Society
Delaware
$14.5M +$208K +1,191 +1%
Nuveen Asset Management
230
Nuveen Asset Management
Illinois
$14.4M -$3.43M -19,678 -19%
HCM
231
Hengehold Capital Management
Ohio
$14.3M +$362K +2,077 +3%
GT
232
Glenview Trust
Kentucky
$14.3M +$798K +4,576 +6%
BFG
233
Baron Financial Group
New Jersey
$14M -$13.1K -75 -0.1%
Point72 Asset Management
234
Point72 Asset Management
Connecticut
$13.9M -$1.19M -6,850 -8%
STA
235
Summit Trail Advisors
New York
$13.9M +$5.69M +32,609 +69%
TPCW
236
TD Private Client Wealth
New York
$13.7M -$493K -2,830 -3%
CI
237
Conning Inc
Connecticut
$13.5M – – –
UCFA
238
United Capital Financial Advisors
Texas
$13.5M -$1.61M -9,226 -11%
KCM
239
Kanawha Capital Management
Virginia
$13.5M +$104K +599 +0.8%
HWA
240
Hillcrest Wealth Advisors
New Jersey
$13.3M +$17.4K +100 +0.1%
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$13.3M -$287K -1,648 -2%
IWM
242
IHT Wealth Management
Illinois
$13M +$3.5M +20,100 +37%
AWP
243
Ascent Wealth Partners
New York
$12.7M +$156K +897 +1%
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$12.6M -$518K -2,969 -4%
DCM
245
Dimension Capital Management
Florida
$12.5M -$641K -3,676 -5%
LAM
246
Lifestyle Asset Management
Texas
$12.5M +$12.5M +71,495 New
SIC
247
Sigma Investment Counselors
Michigan
$12.5M -$107K -615 -0.9%
CCM
248
Copeland Capital Management
Pennsylvania
$12.4M +$10M +57,556 +421%
AF
249
Allworth Financial
California
$12.1M -$503K -2,882 -4%
RFA
250
RTD Financial Advisors
Pennsylvania
$12.1M -$37.8K -217 -0.3%
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