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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 %
DZ Bank
926
DZ Bank
Germany
$1.27M – – –
PWG
927
Private Wealth Group
Florida
$1.26M +$102K +584 +9%
GBWM
928
Granite Bay Wealth Management
New Hampshire
$1.26M +$436K +2,500 +53%
MFG
929
MidWestOne Financial Group
Iowa
$1.26M +$95.4K +547 +8%
BTIM
930
BancFirst Trust & Investment Management
Oklahoma
$1.26M – – –
FA
931
Fagan Associates
New York
$1.25M -$14.1K -81 -1%
CWM
932
ClientFirst Wealth Management
Arkansas
$1.25M -$267K -1,530 -18%
OIM
933
Orca Investment Management
Oregon
$1.24M -$9.24K -53 -0.7%
CGPCS
934
Capital Group Private Client Services
California
$1.24M -$255K -1,465 -17%
CCG
935
Cypress Capital Group
Florida
$1.23M +$100K +575 +9%
IP
936
Intellectus Partners
California
$1.23M +$4.88K +28 +0.4%
BFO
937
Boston Family Office
Massachusetts
$1.23M -$195K -1,119 -14%
JA
938
JVL Associates
Michigan
$1.23M – – –
RTL
939
Red Tortoise LLC
Georgia
$1.23M +$1.23M +7,028 New
CC
940
Chicago Capital
Illinois
$1.22M +$29.3K +168 +2%
AIM
941
Allen Investment Management
New York
$1.22M – – –
SCA
942
Stonebridge Capital Advisors
Minnesota
$1.21M -$10.1K -58 -0.8%
BWP
943
Balboa Wealth Partners
Arizona
$1.21M +$570K +3,269 +89%
BAMG
944
Brand Asset Management Group
Missouri
$1.21M – – –
GIA
945
Guyasuta Investment Advisors
Pennsylvania
$1.2M +$107K +615 +10%
CTC
946
Central Trust Company
Missouri
$1.2M -$132K -756 -10%
IB
947
Intrust Bank
Kansas
$1.19M +$4.71K +27 +0.4%
CCA
948
Childress Capital Advisors
Texas
$1.19M – – –
PS
949
Planned Solutions
California
$1.19M +$9.94K +57 +0.8%
JFGIW
950
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.19M -$108K -619 -8%
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