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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 %
YIA
451
YHB Investment Advisors
Connecticut
$5.34M +$8.89K +51 +0.2%
EC
452
Estate Counselors
Wisconsin
$5.31M -$955K -5,478 -15%
BP
453
Ballentine Partners
Massachusetts
$5.31M -$122K -700 -2%
EWA
454
EP Wealth Advisors
California
$5.3M +$1.12M +6,440 +27%
RPC
455
Rossmore Private Capital
Connecticut
$5.26M -$32.8K -188 -0.6%
SLT
456
St Louis Trust
Missouri
$5.26M -$1.67M -9,553 -24%
NCG
457
Newport Capital Group
New Jersey
$5.24M -$4.85M -27,798 -48%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$5.23M -$19K -109 -0.4%
WJWM
459
Williams Jones Wealth Management
New York
$5.22M -$27.2K -156 -0.5%
TFCP
460
Twin Focus Capital Partners
Massachusetts
$5.22M -$59.6K -342 -1%
MC
461
Mount Capital
United Kingdom
$5.21M -$3.45M -19,800 -40%
SQA
462
Simon Quick Advisors
New Jersey
$5.18M +$2.86M +16,424 +124%
PFM
463
Parsec Financial Management
North Carolina
$5.13M +$446K +2,557 +10%
AI
464
Atria Investments
North Carolina
$5.11M +$448K +2,568 +10%
FNFDCM
465
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.08M +$2.96K +17 +0.1%
FA
466
Flagstar Advisors
New York
$5.04M -$75K -430 -1%
VVP
467
Vulcan Value Partners
Alabama
$5.03M +$5.03M +29,752 New
HWM
468
HB Wealth Management
Georgia
$5M +$1.13M +6,477 +29%
BFM
469
Boothbay Fund Management
New York
$4.97M +$4.59M +26,321 +1,207%
BFG
470
Bleakley Financial Group
New Jersey
$4.95M +$4.95M +28,384 New
SFS
471
Sowell Financial Services
Arkansas
$4.91M -$351K -2,014 -7%
CA
472
Clearstead Advisors
Ohio
$4.9M -$45.7K -262 -0.9%
Wealth Enhancement Advisory Services
473
Wealth Enhancement Advisory Services
Minnesota
$4.9M +$140K +747 +3%
AWC
474
Abundance Wealth Counselors
Pennsylvania
$4.89M -$78.6K -451 -2%
BBHC
475
Brown Brothers Harriman & Co
New York
$4.89M +$6.97K +40 +0.1%
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