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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 %
EGA
1026
E&G Advisors
Texas
$957K -$37.8K -217 -4%
Tudor Investment Corp
1027
Tudor Investment Corp
Connecticut
$956K -$47.6K -273 -5%
MFS
1028
Mirabella Financial Services
United Kingdom
$949K +$949K +5,443 New
SWM
1029
SigFig Wealth Management
California
$948K +$50.4K +289 +6%
SFS
1030
Summit Financial Strategies
Ohio
$945K +$945K +5,418 New
ERWM
1031
Elk River Wealth Management
Colorado
$942K -$317K -1,820 -25%
PL
1032
Parthenon LLC
Kentucky
$938K -$26.2K -150 -3%
PGWM
1033
Parisi Gray Wealth Management
New Jersey
$935K +$403K +2,312 +76%
MNBTD
1034
Moody National Bank Trust Division
Texas
$934K +$567K +3,255 +155%
CB
1035
Community Bank
New York
$933K – – –
AFA
1036
American Financial Advisors
Georgia
$932K -$9.07K -52 -1%
RFWA
1037
RPg Family Wealth Advisory
Massachusetts
$927K +$685K +3,926 +282%
V
1038
VeraBank
Texas
$925K -$163K -935 -15%
MPM
1039
Meritage Portfolio Management
Kansas
$922K -$1.57K -9 -0.2%
CFO
1040
Collective Family Office
Pennsylvania
$920K +$98.3K +564 +12%
NCM
1041
Neumann Capital Management
California
$908K – – –
TWC
1042
TD Waterhouse Canada
Ontario, Canada
$908K -$983K -5,482 -52%
WTB
1043
Washington Trust Bank
Washington
$907K +$51.6K +296 +6%
CMA
1044
Cedar Mountain Advisors
Oregon
$903K – – –
PIA
1045
Powell Investment Advisors
Florida
$898K +$230K +1,320 +34%
GCA
1046
Gradient Capital Advisors
California
$897K – – –
AHC
1047
Adell Harriman & Carpenter
Texas
$897K +$7.15K +41 +0.8%
BWA
1048
Blodgett Wealth Advisors
California
$895K -$375K -2,150 -30%
CSPIA
1049
Cary Street Partners Investment Advisory
Virginia
$890K -$258K -1,480 -22%
RA
1050
RFG Advisory
Alabama
$888K +$17.1K +87 +2%
40 41
42
43 44