IWM icon

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 %
CI
876
Cavalier Investments
Georgia
$1.44M -$688K -3,948 -32%
LBC
877
Lowe Brockenbrough & Co
Virginia
$1.44M -$48.8K -280 -3%
GAM
878
GEM Asset Management
Michigan
$1.44M +$1.44M +8,237 New
OAM
879
Occidental Asset Management
California
$1.44M -$150K -859 -9%
WPC
880
Wedmont Private Capital
Pennsylvania
$1.43M -$100K -564 -7%
DFG
881
Delta Financial Group
New Jersey
$1.43M +$1.43M +8,260 New
EWM
882
Empirical Wealth Management
Washington
$1.43M -$16.7K -96 -1%
GBT
883
Grove Bank & Trust
Florida
$1.43M – – –
CCG
884
Chatham Capital Group
Georgia
$1.42M -$129K -737 -8%
EAM
885
Evanson Asset Management
California
$1.42M -$5.93K -34 -0.4%
SBLIC
886
Security Benefit Life Insurance Company
Kansas
$1.41M – – –
AWM
887
Avior Wealth Management
Nebraska
$1.41M -$44.1K -256 -3%
CWA
888
CJM Wealth Advisers
Virginia
$1.41M – – –
MWM
889
Mission Wealth Management
California
$1.4M +$187K +1,073 +15%
COCM
890
Charter Oak Capital Management
New Hampshire
$1.4M +$490K +2,809 +54%
CF
891
Copperwynd Financial
Arizona
$1.4M +$1.4M +8,009 New
Lazard Asset Management
892
Lazard Asset Management
New York
$1.4M -$1.97M -11,312 -59%
JGIA
893
Jackson Grant Investment Advisers
Connecticut
$1.39M +$3.84K +22 +0.3%
IIM
894
InTrack Investment Management
Vermont
$1.39M +$1.39M +7,971 New
SRC
895
Shufro Rose & Co
New York
$1.39M -$229K -1,311 -14%
SIM
896
Stratos Investment Management
Ohio
$1.39M -$1.23M -7,044 -47%
OPCM
897
Osborne Partners Capital Management
California
$1.38M -$267K -1,530 -16%
CWM
898
Congress Wealth Management
Massachusetts
$1.38M +$1.04M +5,959 +306%
CFG
899
Cooper Financial Group
California
$1.38M +$16.6K +95 +1%
PIMG
900
Patriot Investment Management Group
Tennessee
$1.37M – – –
34 35
36
37 38