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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,848 hedge funds and large institutions have $51.7B invested in iShares Russell 2000 ETF in 2022 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 616 increasing their positions, 756 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,848
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
31.96%
Holding in Top 10
191
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.55%
% of All Funds
3.3%
New
132
Increased
616
Reduced
756
Closed
101
Calls
$22.3B
Puts
$53.7B
Net Calls
-$31.4B
Net Calls Change
+$1.22B

Top Buyers

1
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$392M
2
Citadel Advisors
Citadel Advisors
Florida
+$375M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$197M
5
AS
Akuna Securities
Illinois
+$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$302M
3
Barclays
Barclays
United Kingdom
-$260M
4
LPL Financial
LPL Financial
California
-$240M
5
Citigroup
Citigroup
New York
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
401
Perigon Wealth Management
California
$5.42M +$366K +2,217 +7%
CIA
402
Caerus Investment Advisors
Texas
$5.4M – – –
CAM
403
Carret Asset Management
New York
$5.4M -$53.6K -325 -1%
BFWA
404
Benchmark Financial Wealth Advisors
Florida
$5.39M +$147K +891 +3%
PAIM
405
Punch & Associates Investment Management
Minnesota
$5.36M +$4.31M +26,106 +410%
NB
406
NBT Bank
New York
$5.32M +$8.58K +52 +0.2%
WWM
407
Western Wealth Management
Colorado
$5.32M +$68.4K +411 +1%
OC
408
Oppenheimer & Co
New York
$5.29M +$904K +5,479 +21%
AIA
409
Alera Investment Advisors
Illinois
$5.22M +$445K +2,700 +9%
CW
410
CreativeOne Wealth
Kansas
$5.22M +$2.9M +17,560 +125%
CCFCSB
411
Cape Cod Five Cents Savings Bank
Massachusetts
$5.21M -$64.5K -391 -1%
KA
412
Klingman & Associates
New York
$5.2M +$495 +3 +0%
Q
413
QVR
California
$5.16M +$478K +2,900 +10%
BP
414
Ballentine Partners
Massachusetts
$5.14M +$6.43K +39 +0.1%
CCFM
415
Clear Creek Financial Management
Washington
$5.12M +$718K +4,355 +16%
NEGWA
416
New England Guild Wealth Advisors
Connecticut
$5.09M +$14K +85 +0.3%
KPWS
417
Kestra Private Wealth Services
Texas
$5.06M +$594K +3,599 +13%
YIA
418
YHB Investment Advisors
Connecticut
$5.04M -$87.7K -532 -2%
OCM
419
One Capital Management
California
$5.04M +$508K +3,080 +11%
SAM
420
Silvercrest Asset Management
New York
$5.03M +$444K +2,689 +10%
AC
421
Addenda Capital
Quebec, Canada
$5.02M -$111K -675 -2%
EVM
422
Eaton Vance Management
Massachusetts
$5.01M -$585K -3,550 -10%
RPC
423
Rossmore Private Capital
Connecticut
$5.01M +$290K +1,757 +6%
TFCP
424
Twin Focus Capital Partners
Massachusetts
$4.99M -$31.2K -189 -0.6%
SFS
425
Sowell Financial Services
Arkansas
$4.98M +$4.98M +30,175 New
15 16
17
18 19