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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 %
FAIM
376
Financial Advocates Investment Management
Washington
$7.38M -$1.87M -10,732 -20%
IFO
377
Independent Family Office
New York
$7.33M -$140K -804 -2%
EWM
378
Evercore Wealth Management
New York
$7.28M -$302K -1,733 -4%
LI
379
Latigo Investments
Florida
$7.23M – – –
PCG
380
Prosperity Consulting Group
Maryland
$7.15M +$2.32M +13,318 +48%
AIA
381
Arcadia Investment Advisors
Idaho
$7.15M +$164K +940 +2%
JAM
382
JCIC Asset Management
Ontario, Canada
$7.12M -$627K -3,595 -8%
FEG
383
Financial Enhancement Group
Indiana
$7.11M +$2.29M +11,865 +47%
PAG
384
Private Advisor Group
New Jersey
$7.1M +$34.6K +876 +0.5%
MWP
385
Meridian Wealth Partners
Pennsylvania
$7.05M +$215K +1,234 +3%
RSVP
386
Ramsay Stattman Vela & Price
Colorado
$7.04M -$144K -826 -2%
NL
387
NWAM LLC
Washington
$7.04M -$1.2M -6,879 -15%
RJT
388
Raymond James Trust
Florida
$7.02M +$810K +4,647 +13%
AIC
389
Archer Investment Corporation
Indiana
$6.94M -$58.8K -337 -0.8%
MM
390
Main Management
California
$6.94M -$11.4M -65,097 -62%
KHCM
391
Kettle Hill Capital Management
New York
$6.93M +$93.8K +538 +1%
SWP
392
Summit Wealth Partners
Florida
$6.86M -$467K -2,681 -6%
NL
393
NEPC LLC
Massachusetts
$6.85M – – –
DPI
394
Diversified Portfolios Inc
Michigan
$6.82M +$54.6K +313 +0.8%
OAM
395
Oppenheimer Asset Management
New York
$6.82M -$86.8K -498 -1%
PAM
396
Palisade Asset Management
Minnesota
$6.81M -$5.23K -30 -0.1%
FMC
397
First Merchants Corp
Indiana
$6.81M +$13.8K +79 +0.2%
KWM
398
Keebeck Wealth Management
Illinois
$6.74M +$399K +2,289 +6%
FSC
399
Full Sail Capital
Oklahoma
$6.67M -$1.33M -7,630 -17%
TC
400
TAP Consulting
Missouri
$6.65M -$547K -3,138 -8%
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