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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 %
GCM
326
Gladius Capital Management
Illinois
$8.91M +$5.95M +34,100 +201%
SI
327
Stephens Inc
Arkansas
$8.91M -$227K -1,301 -2%
NPI
328
New Perspectives Inc
Mississippi
$8.9M -$843K -4,832 -9%
HI
329
Humankind Investments
New York
$8.87M – – –
PWM
330
Perigon Wealth Management
California
$8.81M +$3.08M +17,676 +54%
CWP
331
Corepath Wealth Partners
Arizona
$8.76M +$411K +2,312 +5%
CG
332
Cutler Group
California
$8.73M -$3.23M -18,509 -27%
KLC
333
Kent Lake Capital
Nevada
$8.72M +$8.72M +50,000 New
KWM
334
Kaydan Wealth Management
Michigan
$8.71M +$7.75M +44,446 +810%
PWMAG
335
Pinnacle Wealth Management Advisory Group
New Jersey
$8.67M +$1.18M +6,745 +16%
PCA
336
Pallas Capital Advisors
Massachusetts
$8.62M -$145K -786 -2%
SW
337
SteelPeak Wealth
California
$8.49M +$598K +3,431 +8%
VC
338
Voss Capital
Texas
$8.47M +$8.47M +48,600 New
PCWA
339
Pacific Capital Wealth Advisors
California
$8.45M -$430K -2,465 -5%
AIA
340
Arbor Investment Advisors
North Carolina
$8.37M +$236K +1,355 +3%
FF
341
Fluent Financial
Texas
$8.37M -$386K -2,212 -4%
IAN
342
Integrated Advisors Network
Texas
$8.32M +$172K +986 +2%
VFPI
343
Vantage Financial Partners (Illinois)
Illinois
$8.3M +$548K +3,145 +7%
VOYA Investment Management
344
VOYA Investment Management
Georgia
$8.29M +$352K +2,021 +4%
TCM
345
Twele Capital Management
Minnesota
$8.27M – – –
CCM
346
Coldstream Capital Management
Washington
$8.23M +$8.23M +47,178 New
XF
347
XML Financial
Maryland
$8.23M -$231K -1,326 -3%
ACP
348
Arcus Capital Partners
Georgia
$8.19M -$2.86M -16,415 -26%
GG
349
Gofen & Glossberg
Illinois
$8.19M -$282K -1,619 -3%
SPP
350
Single Point Partners
Massachusetts
$8.16M +$1.54M +8,823 +23%
12 13
14
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