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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 %
AIMC
976
Alley Investment Management Company
Illinois
$1.12M -$132K -759 -11%
1IA
977
1834 Investment Advisors
Wisconsin
$1.12M – – –
BS
978
Boenning & Scattergood
Pennsylvania
$1.11M -$41.7K -203 -4%
SCA
979
Sage Capital Advisors
South Dakota
$1.11M -$59.3K -340 -5%
KHLMVGHM
980
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.11M – – –
TWM
981
Thrive Wealth Management
Pennsylvania
$1.11M +$499K +2,860 +82%
FNB
982
Farmers National Bank
Kentucky
$1.1M -$12.7K -73 -1%
AA
983
Ancora Advisors
Ohio
$1.1M -$97.5K -559 -8%
EFS
984
Essex Financial Services
Connecticut
$1.1M -$166K -954 -13%
FBFS
985
First Business Financial Services
Wisconsin
$1.08M – – –
MBFW
986
Morton Brown Family Wealth
Pennsylvania
$1.07M +$495K +2,837 +85%
BWFA
987
Baltimore-Washington Financial Advisors
Maryland
$1.07M +$662K +3,794 +161%
CCM
988
Colorado Capital Management
Colorado
$1.07M +$35.6K +205 +3%
AMCA
989
Arthur M. Cohen & Associates
Illinois
$1.06M -$271K -1,552 -20%
GI
990
GAMCO Investors
Connecticut
$1.06M +$488K +2,801 +86%
IA
991
IAM Advisory
Pennsylvania
$1.05M +$1.05M +6,024 New
PA
992
Procyon Advisors
Connecticut
$1.05M +$206K +1,179 +24%
PO
993
Private Ocean
California
$1.05M -$11.9K -68 -1%
CP
994
Covalent Partners
Massachusetts
$1.05M -$174K -1,000 -14%
FCB
995
First County Bank
Connecticut
$1.04M +$1.04M +5,977 New
TFF
996
The Family Firm
Maryland
$1.04M +$10.1K +58 +1%
TW
997
Transform Wealth
Colorado
$1.04M -$181K -1,038 -15%
CAM
998
Congress Asset Management
Massachusetts
$1.03M +$1.03M +5,934 New
AWM
999
Aprio Wealth Management
Georgia
$1.03M -$2.73M -15,665 -73%
AG
1000
Algert Global
California
$1.03M +$1.03M +5,913 New
38 39
40
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