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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 %
PAS
501
Park Avenue Securities
New York
$4.4M -$2.21M -12,687 -33%
FTS
502
Fifth Third Securities
Ohio
$4.4M +$362K +2,074 +9%
AIM
503
Aspen Investment Management
Michigan
$4.4M -$61.6K -353 -1%
PCA
504
Peddock Capital Advisors
Massachusetts
$4.31M +$26.2K +150 +0.6%
MYIA
505
Mount Yale Investment Advisors
Colorado
$4.31M -$355K -2,038 -8%
SHWM
506
Smith & Howard Wealth Management
Georgia
$4.3M +$220K +1,263 +5%
VA
507
Valmark Advisers
Ohio
$4.3M -$664K -3,809 -13%
WC
508
Woodstock Corp
Massachusetts
$4.3M -$391K -2,245 -8%
Fuller & Thaler Asset Management
509
Fuller & Thaler Asset Management
California
$4.3M +$2.53M +14,536 +144%
DAS
510
Dynamic Advisor Solutions
Arizona
$4.28M -$121K -696 -3%
SEI Investments
511
SEI Investments
Pennsylvania
$4.26M +$94K +539 +2%
DI
512
DAGCO Inc
Ohio
$4.25M -$745K -4,271 -15%
CCB
513
Country Club Bank
Missouri
$4.25M -$5.54M -31,772 -57%
CRM
514
Cramer Rosenthal McGlynn
Connecticut
$4.24M +$2.7M +15,508 +176%
BOTW
515
Bank of the West
California
$4.23M -$301K -1,727 -7%
JWM
516
Jessup Wealth Management
Ohio
$4.23M +$4.23M +24,252 New
WC
517
Wealth CMT
New Jersey
$4.23M -$57.4K -329 -1%
CA
518
Cambridge Associates
Massachusetts
$4.22M – – –
MPPLM
519
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.22M +$229K +1,315 +6%
SCM
520
Shapiro Capital Management
Georgia
$4.21M -$4.94M -28,350 -54%
WAS
521
Wealth Advisory Solutions
Indiana
$4.2M -$65K -373 -2%
RIA
522
RPG Investment Advisory
California
$4.19M +$3.84K +22 +0.1%
ACA
523
Anchor Capital Advisors
Massachusetts
$4.17M -$9.59K -55 -0.2%
FAM
524
Forte Asset Management
New York
$4.16M -$424K -2,429 -9%
FRM
525
Fox Run Management
Connecticut
$4.14M -$3.4M -19,500 -45%
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