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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 %
CWM
476
Circle Wealth Management
New Jersey
$4.21M – – –
LL
477
LPWM LLC
Minnesota
$4.19M +$165 +1 +0%
DAS
478
Dynamic Advisor Solutions
Arizona
$4.16M +$83.8K +508 +2%
FEG
479
Financial Enhancement Group
Indiana
$4.12M +$4.12M +25,006 New
SAM
480
Silverback Asset Management
North Carolina
$4.12M +$4.12M +25,000 New
IA
481
IFP Advisors
Florida
$4.1M +$29K +259 +0.7%
JWA
482
JFS Wealth Advisors
Pennsylvania
$4.09M +$191K +1,155 +5%
MA
483
Montag & Associates
Georgia
$4.08M +$32.8K +199 +0.8%
FCBT
484
First Citizens Bank & Trust
North Carolina
$4.06M +$231K +1,398 +6%
WC
485
Wealth CMT
New Jersey
$4.05M -$3.13K -19 -0.1%
PCA
486
Peddock Capital Advisors
Massachusetts
$4.05M -$29.2K -177 -0.7%
WAS
487
Wealth Advisory Solutions
Indiana
$4.03M +$2.64K +16 +0.1%
AIM
488
Arcadia Investment Management
Michigan
$4.03M -$11.9K -72 -0.3%
EW
489
Evoke Wealth
California
$4.03M -$10.6M -64,535 -72%
SEM
490
Strategic Equity Management
Arizona
$4.02M +$117K +709 +3%
CA
491
Cambridge Associates
Massachusetts
$4M -$3.35M -20,308 -46%
ATPW
492
Ashton Thomas Private Wealth
Arizona
$3.98M +$61.2K +371 +2%
RIA
493
Realta Investment Advisors
Delaware
$3.97M +$16.5K +100 +0.4%
RIA
494
RPG Investment Advisory
California
$3.96M +$1.32K +8 +0%
ACA
495
Anchor Capital Advisors
Massachusetts
$3.96M -$57.2K -347 -1%
EWA
496
EP Wealth Advisors
California
$3.96M +$199K +1,204 +5%
SEI Investments
497
SEI Investments
Pennsylvania
$3.94M -$65.6K -398 -2%
CGA
498
Crescent Grove Advisors
Illinois
$3.9M +$350K +2,125 +10%
NAM
499
NTV Asset Management
West Virginia
$3.89M +$81K +491 +2%
CHC
500
City Holding Co
West Virginia
$3.88M -$76.7K -465 -2%
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