IWM icon

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 %
CANC
401
Culbertson A N & Co
Virginia
$6.64M -$20.4K -117 -0.3%
HCM
402
Howard Capital Management
Georgia
$6.62M -$343K -1,970 -5%
FNT
403
First National Trust
Pennsylvania
$6.59M -$30.7K -176 -0.5%
GRP
404
Global Retirement Partners
California
$6.57M +$229K +1,311 +4%
SM
405
Scoggin Management
New York
$6.54M +$6.54M +37,500 New
JFG
406
JMG Financial Group
Illinois
$6.53M -$239K -1,370 -4%
ZCM
407
Ziegler Capital Management
Illinois
$6.52M +$1.29M +7,409 +25%
VLC
408
Van Leeuwen & Company
New Jersey
$6.49M -$545K -3,123 -8%
WW
409
Westshore Wealth
California
$6.42M -$708K -4,058 -10%
MLFP
410
MPS Loria Financial Planners
Illinois
$6.37M -$2.08M -11,914 -25%
CW
411
CreativeOne Wealth
Kansas
$6.37M +$851K +4,881 +15%
HW
412
Hancock Whitney
Mississippi
$6.31M +$485K +2,780 +8%
LAS
413
Lloyd Advisory Services
Georgia
$6.27M +$85.1K +488 +1%
TA
414
Tiedemann Advisors
New York
$6.23M +$211K +1,208 +4%
FLPIM
415
F.L. Putnam Investment Management
Massachusetts
$6.19M +$301K +1,727 +5%
FT
416
Fiduciary Trust
Massachusetts
$6.13M -$752K -4,311 -11%
DFA
417
DHJJ Financial Advisors
Illinois
$6.05M -$6.1K -35 -0.1%
PCIA
418
Prime Capital Investment Advisors
Kansas
$6.02M +$1.48M +8,487 +33%
PP
419
Paloma Partners
Connecticut
$5.99M +$4.21M +24,164 +237%
AIA
420
Alera Investment Advisors
Illinois
$5.98M +$462K +2,648 +8%
GC
421
Grimes & Company
Massachusetts
$5.98M -$73.5M -421,507 -92%
CMBA
422
C.M. Bidwell & Associates
Hawaii
$5.98M -$146K -836 -2%
BBPWM
423
Blue Bell Private Wealth Management
Pennsylvania
$5.97M -$615K -3,528 -9%
CPIG
424
Chicago Partners Investment Group
Illinois
$5.96M -$99.4K -508 -2%
BPWM
425
Badgley Phelps Wealth Managers
Washington
$5.91M +$1.36M +7,778 +30%
15 16
17
18 19