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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 %
PCM
951
Pointe Capital Management
Michigan
$1.19M -$21.8K -125 -2%
BFC
952
Bedel Financial Consulting
Indiana
$1.19M +$105K +600 +10%
CA
953
Cambridge Advisors
Nebraska
$1.19M -$3.49K -20 -0.3%
PPC
954
Park Place Capital
Alabama
$1.19M +$1.19M +6,822 New
RZH
955
Relyea Zuckerberg Hanson
Connecticut
$1.19M +$483K +2,773 +69%
LNWTC
956
Laird Norton Wetherby Trust Company
Washington
$1.19M +$120K +688 +11%
OIA
957
Optimum Investment Advisors
Illinois
$1.19M -$23.7K -136 -2%
SWA
958
Sightline Wealth Advisors
Connecticut
$1.19M +$49.2K +282 +4%
HIS
959
Harvest Investment Services
Illinois
$1.18M -$195K -1,118 -14%
IFPG
960
Intrepid Financial Planning Group
Indiana
$1.17M -$11.5K -66 -1%
ONST
961
Old North State Trust
North Carolina
$1.17M -$17.4K -100 -1%
SRC
962
Sage Rhino Capital
California
$1.17M – – –
BMWM
963
Brown Miller Wealth Management
Virginia
$1.16M +$181K +1,037 +18%
NCM
964
NCM Capital Management
New Jersey
$1.16M -$69.2K -397 -6%
LFAS
965
Level Four Advisory Services
Texas
$1.16M +$322K +1,845 +38%
SGCA
966
Steel Grove Capital Advisors
Tennessee
$1.16M +$797K +4,573 +220%
CF
967
Cantor Fitzgerald
New York
$1.15M -$7.85K -45 -0.7%
AC
968
Addison Capital
Pennsylvania
$1.14M +$872 +5 +0.1%
JF
969
JSF Financial
California
$1.14M -$107K -614 -9%
MCM
970
Moore Capital Management
New York
$1.13M +$1.13M +6,500 New
CWA
971
Core Wealth Advisors
Florida
$1.13M +$147K +841 +15%
ACS
972
Archford Capital Strategies
Illinois
$1.13M +$41.5K +238 +4%
OWP
973
Obermeyer Wealth Partners
Colorado
$1.13M +$255K +1,464 +29%
EL
974
EQ LLC
Washington
$1.13M -$24.4K -140 -2%
MW
975
MBL Wealth
North Carolina
$1.13M -$35.6K -204 -3%
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