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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 %
MFT
1051
Moisand Fitzgerald Tamayo
Florida
$886K -$174 -1 -0%
P
1052
Pitcairn
Pennsylvania
$886K +$440K +2,524 +99%
CPA
1053
Cardiff Park Advisors
California
$884K -$18.3K -105 -2%
NFG
1054
Nations Financial Group
Iowa
$883K +$166K +954 +23%
MTIC
1055
Missouri Trust & Investment Company
Missouri
$883K +$10.8K +62 +1%
BFA
1056
Bragg Financial Advisors
North Carolina
$880K -$30.3K -174 -3%
MA
1057
MBA Advisors
Pennsylvania
$878K – – –
FPAS
1058
Focus Partners Advisor Solutions
Missouri
$877K -$20.7K -119 -2%
WP
1059
WealthSource Partners
California
$877K -$122K -702 -12%
GKWIM
1060
Gerber Kawasaki Wealth & Investment Management
California
$875K -$61.4K -352 -7%
AAM
1061
Autus Asset Management
Arizona
$875K – – –
PCM
1062
Pentwater Capital Management
Florida
$872K -$872K -5,000 -50%
ICM
1063
Ionic Capital Management
New York
$872K – – –
SPM
1064
Symmetry Peak Management
Pennsylvania
$872K +$872K +5,000 New
LW
1065
Linscomb Wealth
Texas
$871K +$209K +1,199 +32%
TCOK
1066
Trust Company of Kansas
Kansas
$871K +$871K +4,998 New
FAAM
1067
First Ascent Asset Management
Colorado
$867K +$867K +4,975 New
VWM
1068
Venturi Wealth Management
Texas
$867K -$333K -1,909 -28%
HWM
1069
Howard Wealth Management
Connecticut
$866K +$12K +69 +1%
PB
1070
Pinnacle Bancorp
Nebraska
$866K -$697 -4 -0.1%
BONH
1071
Bank of New Hampshire
New Hampshire
$865K -$14.5K -83 -2%
LTL
1072
Lowery Thomas LLC
California
$858K -$12.2K -70 -1%
HA
1073
HFG Advisors
Ohio
$856K +$12.9K +74 +2%
MBTD
1074
Mechanics Bank - Trust Department
California
$856K – – –
FFA
1075
Fragasso Financial Advisors
Pennsylvania
$854K +$1.22K +7 +0.1%
41 42
43
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