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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 %
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$2.89M +$38.9K +223 +1%
SPFA
652
Summit Place Financial Advisors
New Jersey
$2.89M -$885K -5,075 -23%
WWC
653
Waypoint Wealth Counsel
Georgia
$2.88M +$2.88M +16,541 New
BWA
654
Beam Wealth Advisors
Louisiana
$2.88M +$210K +1,205 +8%
PWP
655
Pursue Wealth Partners
California
$2.88M +$1.83M +10,510 +175%
NHC
656
Nicholas Hoffman & Company
Georgia
$2.88M +$8.2K +47 +0.3%
SPC
657
Sigma Planning Corp
Michigan
$2.86M +$606K +3,477 +27%
LF
658
LifeSteps Financial
California
$2.84M -$46.9K -269 -2%
CI
659
CX Institutional
Indiana
$2.83M +$263K +1,511 +10%
CCT
660
Chemung Canal Trust
New York
$2.82M -$4.53K -26 -0.2%
KP
661
Keel Point
Alabama
$2.82M +$68.4K +392 +2%
AP
662
Adero Partners
California
$2.82M +$114K +654 +4%
BWM
663
BigSur Wealth Management
Florida
$2.82M -$22.7K -130 -0.8%
JSW
664
Journey Strategic Wealth
New Jersey
$2.81M +$101K +578 +4%
CW
665
Connectus Wealth
Ohio
$2.81M -$2.41M -13,843 -46%
WCM
666
WealthBridge Capital Management
Ohio
$2.8M +$16.2K +93 +0.6%
QGA
667
Q Global Advisors
Texas
$2.79M – – –
American Century Companies
668
American Century Companies
Missouri
$2.79M +$610K +3,500 +28%
FPTW
669
Franklin, Parlapiano, Turner & Welch
Texas
$2.79M – – –
LWM
670
Lyell Wealth Management
California
$2.77M -$48.3K -277 -2%
Polen Capital Management
671
Polen Capital Management
Florida
$2.77M +$449K +2,577 +19%
SCM
672
SCS Capital Management
Massachusetts
$2.77M +$864K +4,953 +45%
HCC
673
Hirtle Callaghan & Co
Pennsylvania
$2.76M +$69.9K +401 +3%
BFEC
674
Benjamin F. Edwards & Company
Missouri
$2.75M +$13.1K +75 +0.5%
VVP
675
Venture Visionary Partners
Ohio
$2.74M -$79K -453 -3%
25 26
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