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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 %
GVAG
726
Great Valley Advisor Group
Delaware
$2.38M +$47.8K +274 +2%
BFG
727
Bouchey Financial Group
New York
$2.38M – – –
SSWM
728
Sheets Smith Wealth Management
North Carolina
$2.37M +$3.31K +19 +0.1%
BAM
729
Berkshire Asset Management
Pennsylvania
$2.36M -$41.1K -236 -2%
EIA
730
Eldridge Investment Advisors
New Hampshire
$2.34M +$52.3K +300 +2%
FCM
731
Firestone Capital Management
Florida
$2.33M -$70.1K -402 -3%
DTC
732
Davidson Trust Company
Washington
$2.32M +$38.4K +220 +2%
CA
733
Continuum Advisory
Idaho
$2.32M -$111K -638 -5%
SSB
734
Sandy Spring Bank
Maryland
$2.31M -$43.9K -252 -2%
EVM
735
Evelyn V. Moreno
$2.31M +$2.31M +13,248 New
MFC
736
Mechanics Financial Corp
Ohio
$2.31M +$174 +1 +0%
SFB
737
STAR Financial Bank
Indiana
$2.3M +$2.3M +13,188 New
PCTC
738
Perkins Coie Trust Company
Washington
$2.3M +$2.03M +11,663 +767%
PFWA
739
Paces Ferry Wealth Advisors
Georgia
$2.3M +$223K +1,277 +11%
SI
740
Saxon Interests
Texas
$2.3M +$1.07M +6,009 +87%
3IP
741
3Chopt Investment Partners
Virginia
$2.29M +$2.29M +13,108 New
NW
742
NewEdge Wealth
Pennsylvania
$2.28M +$1.68M +9,655 +282%
FA
743
FDx Advisors
Illinois
$2.28M +$60.5K +347 +3%
ATWA
744
Arbor Trust Wealth Advisors
Michigan
$2.28M +$2.09K +12 +0.1%
TSW
745
Thompson Siegel & Walmsley
Virginia
$2.27M -$94.7K -543 -4%
LWANC
746
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.26M -$30K -172 -1%
GWCM
747
Godshalk Welsh Capital Management
Pennsylvania
$2.26M +$1.05K +6 +0%
FSWA
748
Financial Synergies Wealth Advisors
Texas
$2.24M +$1.4K +8 +0.1%
AIP
749
Almanack Investment Partners
Pennsylvania
$2.21M -$5.02M -28,785 -69%
SGI
750
Summit Global Investments
Utah
$2.21M +$2.21M +12,655 New
28 29
30
31 32