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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 %
HIP
676
HUB Investment Partners
Texas
$2.74M +$474K +2,720 +21%
MWM
677
Merriman Wealth Management
Washington
$2.74M -$48.8K -280 -2%
VI
678
Vestcor Inc
New Brunswick, Canada
$2.73M – – –
RWA
679
Redmont Wealth Advisors
Illinois
$2.72M -$529K -3,034 -16%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$2.72M -$11.3K -65 -0.4%
APW
681
Austin Private Wealth
Texas
$2.71M -$486K -2,787 -15%
CWM
682
Chesapeake Wealth Management
Virginia
$2.71M -$161K -924 -6%
RCM
683
RB Capital Management
Nevada
$2.7M -$564K -3,234 -17%
LIA
684
LSP Investment Advisors
New York
$2.7M – – –
BIAS
685
Beacon Investment Advisory Services
New Jersey
$2.7M +$220K +1,262 +9%
WWM
686
Western Wealth Management
Colorado
$2.7M -$2.88M -16,523 -52%
T. Rowe Price Associates
687
T. Rowe Price Associates
Maryland
$2.67M +$30.7K +176 +1%
CG
688
Corundum Group
Colorado
$2.67M +$237K +1,361 +10%
SWM
689
Spire Wealth Management
Virginia
$2.67M +$686K +3,936 +35%
VCM
690
Vision Capital Management
Oregon
$2.65M – – –
Principal Financial Group
691
Principal Financial Group
Iowa
$2.64M -$613K -3,518 -19%
WS
692
Wedbush Securities
California
$2.63M -$53.3K -306 -2%
Schroder Investment Management Group
693
Schroder Investment Management Group
United Kingdom
$2.63M +$2.06M +11,827 +366%
FMWA
694
Forvis Mazars Wealth Advisors
Missouri
$2.62M +$46.4K +266 +2%
ASFA
695
All Season Financial Advisors
Colorado
$2.61M +$2.61M +14,983 New
CA
696
Capital Advantage
California
$2.6M -$7.67K -44 -0.3%
TAM
697
TCP Asset Management
Ohio
$2.6M +$2.6M +14,897 New
FMI
698
Fiduciary Management Inc
Wisconsin
$2.57M +$2.57M +14,744 New
GLA
699
Good Life Advisors
Pennsylvania
$2.56M -$23.4K -134 -0.9%
OHWP
700
Oak Harbor Wealth Partners
North Carolina
$2.55M -$30K -172 -1%
26 27
28
29 30