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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 %
MLL
1076
Moody Lynn & Lieberson
Massachusetts
$853K -$25.3K -145 -3%
CFGS
1077
Concourse Financial Group Securities
Alabama
$852K -$2.84M -16,262 -77%
KA
1078
Kovack Advisors
Florida
$850K -$2.09K -12 -0.2%
MSFS
1079
Main Street Financial Solutions
Pennsylvania
$850K +$83.5K +479 +11%
PCM
1080
Penn Capital Management
Pennsylvania
$846K +$361K +2,068 +74%
PMFA
1081
Plante Moran Financial Advisors
Michigan
$844K +$22.7K +130 +3%
SHFA
1082
SC&H Financial Advisors
Maryland
$842K +$6.63K +38 +0.8%
DDPIC
1083
Deroy & Devereaux Private Investment Counsel
Michigan
$836K +$1.74K +10 +0.2%
SIA
1084
Stegner Investment Associates
Kentucky
$831K -$5.93K -34 -0.7%
CWM
1085
Catalyst Wealth Management
Georgia
$822K +$822K +4,714 New
DIA
1086
Dana Investment Advisors
Wisconsin
$819K +$457K +2,621 +126%
AAM
1087
AMI Asset Management
California
$818K +$818K +4,689 New
LC
1088
LCNB Corp
Ohio
$817K +$88.9K +510 +12%
SAG
1089
SageView Advisory Group
California
$816K +$816K +4,677 New
JWWM
1090
Johnson & White Wealth Management
Pennsylvania
$815K +$724K +22,730 +791%
SWM
1091
Sugarloaf Wealth Management
Georgia
$812K -$174 -1 -0%
IWA
1092
Icon Wealth Advisors
Texas
$811K -$5.23K -30 -0.6%
MFA
1093
McClarren Financial Advisors
Pennsylvania
$810K +$3.31K +19 +0.4%
MFGP
1094
Marshall Financial Group (Pennsylvania)
Pennsylvania
$810K +$1.74K +10 +0.2%
AI
1095
Atom Investors
Texas
$807K -$1.1M -6,290 -58%
GJIC
1096
Gamble Jones Investment Counsel
California
$807K – – –
NGA
1097
Naples Global Advisors
Florida
$804K +$27.6K +158 +4%
MFC
1098
Morris Financial Concepts
South Carolina
$804K -$47.1K -270 -6%
RLWM
1099
RF&L Wealth Management
Massachusetts
$803K +$803K +4,608 New
RG
1100
Retirement Group
California
$802K +$629K +3,607 +364%
42 43
44
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