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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 %
DWM
551
Dakota Wealth Management
Florida
$3.85M -$682K -3,912 -15%
SC
552
Scotia Capital
Ontario, Canada
$3.84M +$319K +1,831 +9%
CH
553
Canton Hathaway
Rhode Island
$3.84M – – –
New York State Common Retirement Fund
554
New York State Common Retirement Fund
New York
$3.82M -$200K -1,145 -5%
WCM
555
Windham Capital Management
Massachusetts
$3.81M +$2.4M +13,780 +170%
VCM
556
Verger Capital Management
North Carolina
$3.78M +$116K +667 +3%
MA
557
Montag & Associates
Georgia
$3.77M -$548K -3,144 -13%
HH
558
Hilltop Holdings
Texas
$3.74M -$216K -1,240 -5%
GF
559
Gries Financial
Ohio
$3.73M +$113K +648 +3%
HT
560
HAP Trading
New York
$3.72M -$16.4M -94,035 -82%
FBA
561
Front Barnett Associates
Illinois
$3.72M -$8.72K -50 -0.2%
LSAG
562
Lake Street Advisors Group
New Hampshire
$3.71M +$191K +1,095 +5%
NFC
563
Northeast Financial Consultants
Connecticut
$3.69M -$36.4K -209 -1%
RP
564
Reinhart Partners
Wisconsin
$3.69M +$3.69M +21,132 New
MFG
565
Merit Financial Group
Georgia
$3.68M +$369K +2,116 +11%
RCAG
566
Rehmann Capital Advisory Group
Michigan
$3.68M -$94.5K -542 -3%
BRM
567
Boston Research & Management
Massachusetts
$3.67M – – –
OC
568
Oppenheimer & Co
New York
$3.66M -$1.93M -11,061 -34%
MIH
569
Meitav Investment House
Israel
$3.65M +$600K +3,427 +20%
JWA
570
JFS Wealth Advisors
Pennsylvania
$3.64M -$685K -3,926 -16%
ECM
571
Evergreen Capital Management
Washington
$3.63M +$92.6K +531 +3%
LA
572
LVW Advisors
New York
$3.6M +$258K +1,482 +8%
BOSSRA
573
B.O.S.S. Retirement Advisors
Utah
$3.6M +$3.6M +20,619 New
SC
574
Schoolcraft Capital
Colorado
$3.57M -$5.93K -34 -0.2%
CCA
575
Column Capital Advisors
Indiana
$3.57M -$20.4K -117 -0.6%
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