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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
+$368M
2
Millennium Management
Millennium Management
New York
+$253M
3
Barclays
Barclays
United Kingdom
+$249M
4
AWA
Arete Wealth Advisors
Illinois
+$173M
5
Wolverine Trading
Wolverine Trading
Illinois
+$166M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.75B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$878M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$457M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$444M
5
APF
Alaska Permanent Fund
Alaska
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
251
Patton Fund Management
Texas
$12.1M -$763K -4,375 -6%
SWA
252
Stratos Wealth Advisors
Ohio
$12M +$9.95M +57,051 +484%
CG
253
Colony Group
Massachusetts
$12M +$3.37M +19,347 +39%
IFAM
254
Institutional & Family Asset Management
Colorado
$12M -$25.3K -145 -0.2%
Mackenzie Financial
255
Mackenzie Financial
Ontario, Canada
$11.9M +$1.81M +10,388 +18%
PGA
256
Portland Global Advisors
Maine
$11.9M -$809K -4,642 -6%
BFP
257
Brewster Financial Planning
New York
$11.8M +$493K +2,825 +4%
AFS
258
Amtrust Financial Services
New York
$11.7M – – –
ATFA
259
All Terrain Financial Advisors
Minnesota
$11.7M -$140K -805 -1%
MA
260
MCF Advisors
Kentucky
$11.7M +$619K +3,549 +6%
BCA
261
Bray Capital Advisors
Florida
$11.6M -$819K -4,696 -7%
WA
262
Waverly Advisors
Alabama
$11.6M +$3.15M +18,064 +37%
LWM
263
LJI Wealth Management
Indiana
$11.5M +$11.5M +66,213 New
WC
264
Wexford Capital
Florida
$11.5M +$11.5M +66,176 New
SI
265
SimpliFi Inc
California
$11.5M -$579K -3,318 -5%
BF
266
BOK Financial
Oklahoma
$11.5M -$958K -5,495 -8%
GCM
267
Granby Capital Management
Florida
$11.3M +$11.3M +65,000 New
MSA
268
Mason Street Advisors
Wisconsin
$11.2M -$52.3K -300 -0.5%
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$11.2M +$11.2M +64,400 New
CA
270
CoreCap Advisors
Michigan
$11.2M +$3.33M +19,119 +43%
IWC
271
Integrated Wealth Concepts
Massachusetts
$11.1M -$482K -2,765 -4%
BPA
272
Beacon Pointe Advisors
California
$11.1M -$406K -2,326 -4%
GWM
273
Geneos Wealth Management
Colorado
$11M +$7.68M +44,035 +230%
ECM
274
ExodusPoint Capital Management
New York
$11M +$8.33M +47,767 +314%
VCA
275
Verdence Capital Advisors
Maryland
$10.9M +$3.74M +21,428 +52%
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