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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 %
EIG
1001
Ellenbecker Investment Group
Wisconsin
$1.02M +$5.75K +33 +0.6%
IA
1002
IFG Advisors
Missouri
$1.02M +$4.88K +28 +0.5%
WA
1003
Wealth Alliance
New York
$1.01M -$149K -857 -13%
MMG
1004
Monetary Management Group
Missouri
$1.01M – – –
NPA
1005
Nichols & Pratt Advisers
Massachusetts
$1.01M +$56.7K +325 +6%
AWA
1006
Aletheian Wealth Advisors
Washington
$1.01M +$1.01M +5,765 New
TWA
1007
TPB Wealth Advisors
Texas
$1M +$462K +3,151 +86%
CASB
1008
Cape Ann Savings Bank
Massachusetts
$999K -$32.4K -186 -3%
OGF
1009
Orin Green Financial
California
$994K +$2.96K +17 +0.3%
CWA
1010
Capital Wealth Alliance
Arizona
$994K -$1.21M -6,918 -55%
HWA
1011
Heritage Wealth Advisors
Virginia
$989K +$38.5K +221 +4%
TAM
1012
Townsend Asset Management
North Carolina
$984K +$8.54K +49 +0.9%
WHG
1013
Westwood Holdings Group
Texas
$983K +$349 +2 +0%
Loomis, Sayles & Company
1014
Loomis, Sayles & Company
Massachusetts
$983K +$648K +3,717 +194%
TIM
1015
Tortoise Investment Management
New York
$983K -$11.5K -66 -1%
SHJ
1016
Sharkey, Howes & Javer
Colorado
$983K -$503K -2,887 -34%
BFW
1017
Brady Family Wealth
Missouri
$976K +$976K +5,599 New
DIP
1018
Davis Investment Partners
North Carolina
$975K +$975K +5,067 New
CHJWM
1019
Carlton Hofferkamp & Jenks Wealth Management
Texas
$969K -$80.4K -424 -8%
SCP
1020
Silverleafe Capital Partners
Tennessee
$969K -$175K -1,004 -15%
APIM
1021
Agate Pass Investment Management
Washington
$968K -$148K -851 -13%
SBL
1022
Sargent Bickham Lagudis
Colorado
$967K +$762K +4,369 +371%
WFA
1023
Wade Financial Advisory
California
$961K – – –
MCM
1024
Mainstay Capital Management
Michigan
$959K -$12.2K -70 -1%
BCM
1025
Brookstone Capital Management
Illinois
$958K -$3.66M -20,612 -79%
39 40
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