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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 %
ARC
851
Advisor Resource Council
Texas
$1.55M +$1.55M +8,890 New
1WM
852
1900 Wealth Management
Texas
$1.55M +$293K +1,678 +23%
HCM
853
Hollencrest Capital Management
California
$1.54M – – –
KWS
854
Keystone Wealth Services
California
$1.53M +$166K +950 +12%
KCPG
855
Kavar Capital Partners Group
Kansas
$1.53M -$15K -86 -1%
TAM
856
Tocqueville Asset Management
New York
$1.53M +$95.5K +548 +7%
LWAC
857
Laurel Wealth Advisors (California)
California
$1.51M -$65.4K -375 -4%
DC
858
Davenport & Co
Virginia
$1.51M +$352K +2,019 +30%
NRC
859
New Republic Capital
North Carolina
$1.5M +$1.5M +8,591 New
AGAM
860
Audent Global Asset Management
California
$1.5M -$285K -1,632 -16%
MG
861
Mather Group
Illinois
$1.49M +$44.1K +253 +3%
DI
862
Disciplined Investments
Oklahoma
$1.49M -$59.6K -342 -4%
CPSAC
863
Chas P. Smith & Associates (CPS)
Florida
$1.49M +$39.8K +228 +3%
FC
864
FCA Corp
Texas
$1.48M -$30.9K -177 -2%
FA
865
Fermata Advisors
California
$1.48M +$94.9K +544 +7%
9WM
866
9258 Wealth Management
Ohio
$1.47M -$114K -651 -7%
AO
867
Advisor OS
Illinois
$1.47M +$4.71K +27 +0.3%
CIA
868
Choate Investment Advisors
Massachusetts
$1.47M +$27.2K +156 +2%
TFGT
869
TS Financial Group (TSFG)
Illinois
$1.46M +$619K +3,552 +74%
WCF
870
West Coast Financial
California
$1.46M -$50.7K -291 -3%
SIA
871
Schechter Investment Advisors
Michigan
$1.45M -$88.6K -508 -6%
Manulife (Manufacturers Life Insurance)
872
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.45M +$209K +1,200 +17%
SIG
873
Stonegate Investment Group
Alabama
$1.44M +$1.4K +8 +0.1%
HCMT
874
Highland Capital Management (Tennessee)
Tennessee
$1.44M – – –
FHC
875
First Heartland Consultants
Missouri
$1.44M +$1.12M +6,398 +342%
33 34
35
36 37