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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 %
SWM
901
Shelton Wealth Management
Texas
$1.37M +$611K +3,502 +81%
VPIM
902
Vanguard Personalized Indexing Management
California
$1.37M -$1.05K -6 -0.1%
OFG
903
Oxford Financial Group
Indiana
$1.36M +$798K +4,574 +142%
LB
904
Legacy Bridge
Iowa
$1.34M -$5.23K -30 -0.4%
SF
905
Summit Financial
New Jersey
$1.34M +$133K +763 +11%
BHB
906
Bank Hapoalim BM
Israel
$1.33M -$27.9K -160 -2%
WAM
907
Wakefield Asset Management
Colorado
$1.32M +$6.63K +38 +0.5%
PGCM
908
Prescott Group Capital Management
Oklahoma
$1.32M +$218K +1,250 +20%
CF
909
Centaurus Financial
California
$1.32M +$481K +2,757 +58%
STCOSD
910
Sageworth Trust Company of South Dakota
South Dakota
$1.31M +$1.31M +7,537 New
PA
911
Parallel Advisors
California
$1.31M -$81.8K -469 -6%
PA
912
PFG Advisors
Arizona
$1.31M -$88.4K -507 -6%
FCP
913
Fidelis Capital Partners
Florida
$1.31M +$1.31M +7,352 New
CS
914
Cannell & Spears
New York
$1.31M -$8.02K -46 -0.6%
MC
915
Middleton & Co
Massachusetts
$1.3M -$131K -750 -9%
PGWM
916
Pitti Group Wealth Management
New York
$1.29M +$195K +1,116 +18%
CWA
917
Centennial Wealth Advisory
Michigan
$1.29M -$26.7K -153 -2%
IIM
918
Ironwood Investment Management
Massachusetts
$1.28M +$930K +5,335 +263%
ETIA
919
Epic Trust Investment Advisors
Washington
$1.28M -$892K -5,117 -41%
RIL
920
Rothschild Investment LLC
Illinois
$1.28M -$371K -2,127 -22%
IGWM
921
ICA Group Wealth Management
Colorado
$1.28M -$1.07M -6,144 -46%
RWMH
922
Riverpoint Wealth Management Holdings
Illinois
$1.28M +$872 +5 +0.1%
MCC
923
Money Concepts Capital
Florida
$1.27M +$967K +5,546 +316%
6F
924
626 Financial
Michigan
$1.27M -$10.8K -62 -0.8%
AA
925
AlphaMark Advisors
Kentucky
$1.27M +$166K +952 +15%
35 36
37
38 39