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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 %
KWM
626
Kingsview Wealth Management
Oregon
$3.13M -$725K -4,157 -19%
AIM
627
Acropolis Investment Management
Missouri
$3.11M +$174 +1 +0%
BFPW
628
BOK Financial Private Wealth
Colorado
$3.09M -$53K -304 -2%
IAMOG
629
Investors Asset Management of Georgia
Georgia
$3.09M +$62.2K +357 +2%
IA
630
IFG Advisory
Georgia
$3.08M -$1.95M -11,161 -39%
FWP
631
FAS Wealth Partners
Kansas
$3.04M -$12.7K -73 -0.4%
PAM
632
Peak Asset Management
Colorado
$3.04M -$6.63K -38 -0.2%
CAGAS
633
Capital Advisory Group Advisory Services
Minnesota
$3.03M +$256K +1,470 +9%
TFS
634
TrustCore Financial Services
Tennessee
$3.03M +$2.28M +13,065 +304%
IAS
635
Insigneo Advisory Services
Florida
$3.03M +$3.03M +17,348 New
RG
636
Rathbones Group
United Kingdom
$3.01M +$220K +1,264 +8%
PTC
637
Private Trust Company
Ohio
$3.01M -$381K -2,185 -11%
CFA
638
Camarda Financial Advisors
Florida
$3M +$3M +17,217 New
IAIM
639
International Assets Investment Management
Florida
$2.99M +$2.04M +11,714 +215%
KPWS
640
Kestra Private Wealth Services
Texas
$2.98M -$2.37M -13,588 -44%
WB
641
Webster Bank
Connecticut
$2.96M -$150K -862 -5%
ZIM
642
Zacks Investment Management
Illinois
$2.96M +$2.36M +13,541 +394%
CA
643
Claro Advisors
Massachusetts
$2.95M -$20.7K -119 -0.7%
WP
644
WealthShield Partners
North Carolina
$2.95M +$810K +4,647 +38%
MFA
645
Mayflower Financial Advisors
Massachusetts
$2.94M +$2.27K +13 +0.1%
HTC
646
Haverford Trust Company
Pennsylvania
$2.92M -$847K -4,859 -22%
GW
647
GW & Wade
Massachusetts
$2.91M +$231K +1,325 +9%
MAP
648
Moody Aldrich Partners
Massachusetts
$2.91M +$2.91M +16,688 New
BA
649
Bristlecone Advisors
Washington
$2.91M +$460K +2,641 +19%
SRG
650
SBB Research Group
Illinois
$2.89M – – –
24 25
26
27 28