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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 %
EP
801
Edgestream Partners
New Jersey
$1.83M +$1.16M +6,634 +172%
LCM
802
Linker Capital Management
Kentucky
$1.82M – – –
Fiera Capital (Canada)
803
Fiera Capital (Canada)
Quebec, Canada
$1.82M +$174 +1 +0%
VAS
804
Vestmark Advisory Solutions
Massachusetts
$1.79M +$1.38M +7,886 +328%
FDCDDQ
805
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.79M -$90K -516 -5%
CAM
806
Cozad Asset Management
Illinois
$1.78M -$904K -5,185 -34%
AFAS
807
Acorn Financial Advisory Services
Virginia
$1.77M +$149K +856 +9%
ACIM
808
Azimuth Capital Investment Management
Michigan
$1.77M -$3.14K -18 -0.2%
HIA
809
Harbor Investment Advisory
Maryland
$1.76M -$1.74K -10 -0.1%
BCM
810
Bayesian Capital Management
New York
$1.76M -$959K -5,500 -35%
WIC
811
Whitegate Investment Counselors
New Hampshire
$1.75M -$418K -2,395 -19%
MCM
812
Manchester Capital Management
Vermont
$1.75M -$108K -620 -6%
Macquarie Group
813
Macquarie Group
Australia
$1.75M +$1.72M +9,850 +5,104%
RCM
814
Radnor Capital Management
Pennsylvania
$1.74M – – –
NB
815
Nicolet Bankshares
Wisconsin
$1.74M – – –
CG
816
Caprock Group
Idaho
$1.73M +$16.9K +97 +1%
SFA
817
Seneca Financial Advisors
New York
$1.73M -$426K -2,441 -20%
CAM
818
Crestone Asset Management
Colorado
$1.71M +$1.06M +6,065 +162%
RIA
819
Regal Investment Advisors
Michigan
$1.71M -$208K -1,191 -11%
OPWM
820
Oakwell Private Wealth Management
Texas
$1.7M – – –
CAC
821
Certified Advisory Corp
Florida
$1.7M +$20.1K +115 +1%
ESB
822
Essex Savings Bank
Connecticut
$1.69M +$156K +896 +10%
MIA
823
MainStreet Investment Advisors
Illinois
$1.69M +$475K +2,724 +39%
GWM
824
Greenwich Wealth Management
Connecticut
$1.68M +$1.68M +9,646 New
AIM
825
Athena Investment Management
California
$1.68M +$28.4K +163 +2%
31 32
33
34 35