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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,848 hedge funds and large institutions have $51.7B invested in iShares Russell 2000 ETF in 2022 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 616 increasing their positions, 756 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,848
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
31.96%
Holding in Top 10
191
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.55%
% of All Funds
3.3%
New
132
Increased
616
Reduced
756
Closed
101
Calls
$22.3B
Puts
$53.7B
Net Calls
-$31.4B
Net Calls Change
+$1.22B

Top Buyers

1
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$392M
2
Citadel Advisors
Citadel Advisors
Florida
+$375M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$197M
5
AS
Akuna Securities
Illinois
+$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$302M
3
Barclays
Barclays
United Kingdom
-$260M
4
LPL Financial
LPL Financial
California
-$240M
5
Citigroup
Citigroup
New York
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
OGF
951
Orin Green Financial
California
$938K +$12.7K +77 +1%
CCMLC
952
Cardinal Capital Management LLC (Connecticut)
Connecticut
$931K +$931K +5,645 New
Bank of Montreal
953
Bank of Montreal
Ontario, Canada
$931K +$282K +1,514,221 +44%
BMWM
954
Brown Miller Wealth Management
Virginia
$930K -$306K -1,855 -25%
WHG
955
Westwood Holdings Group
Texas
$929K -$24.1K -146 -3%
CWA
956
Core Wealth Advisors
Florida
$929K – – –
BS
957
Boenning & Scattergood
Pennsylvania
$928K -$3.96K -24 -0.4%
TAM
958
Townsend Asset Management
North Carolina
$923K – – –
MCM
959
Mainstay Capital Management
Michigan
$919K +$6.27K +38 +0.7%
PL
960
Parthenon LLC
Kentucky
$912K – – –
WFA
961
Wade Financial Advisory
California
$909K – – –
KWM
962
Kaydan Wealth Management
Michigan
$905K +$223K +1,351 +33%
NPA
963
Nichols & Pratt Advisers
Massachusetts
$900K +$8.24K +50 +0.9%
IAIM
964
International Assets Investment Management
Florida
$900K +$28.2K +171 +3%
HWA
965
Heritage Wealth Advisors
Virginia
$899K -$12.2K -74 -1%
IP
966
Investment Partners
Ohio
$892K +$196K +1,190 +28%
AFA
967
American Financial Advisors
Georgia
$890K -$75.5K -458 -8%
PWM
968
PRW Wealth Management
Massachusetts
$885K -$103K -622 -10%
GKWIM
969
Gerber Kawasaki Wealth & Investment Management
California
$885K +$211K +1,279 +31%
CB
970
Community Bank
New York
$883K – – –
BMCM
971
Bryn Mawr Capital Management
Pennsylvania
$879K +$9.23K +56 +1%
EARNEST Partners
972
EARNEST Partners
Georgia
$879K +$13.4K +81 +2%
MPM
973
Meritage Portfolio Management
Kansas
$874K +$6.1K +37 +0.7%
BFA
974
Bragg Financial Advisors
North Carolina
$861K – – –
NCM
975
Neumann Capital Management
California
$859K – – –
37 38
39
40 41