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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,929 hedge funds and large institutions have $66.4B invested in iShares Russell 2000 ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 718 increasing their positions, 789 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
-95
Holders Change %
-4.69%
% of All Funds
30.53%
Holding in Top 10
208
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.14%
% of All Funds
3.29%
New
130
Increased
718
Reduced
789
Closed
201
Calls
$19.3B
Puts
$52.7B
Net Calls
-$33.4B
Net Calls Change
-$5.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$866M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$708M
3
Citigroup
Citigroup
New York
+$658M
4
Bank of America
Bank of America
North Carolina
+$569M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$263M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.53B
2
Wells Fargo
Wells Fargo
California
-$411M
3
CP
Castleview Partners
Texas
-$357M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$262M
5
Goldman Sachs
Goldman Sachs
New York
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
1101
Destiny Wealth Partners
Florida
$863K – – –
DLCIG
1102
D.L. Carlson Investment Group
New Hampshire
$859K -$87.8K -428 -9%
HCM
1103
HM Capital Management
Missouri
$859K – – –
KWM
1104
Kaydan Wealth Management
Michigan
$855K +$84.6K +412 +11%
ALWM
1105
Andrews Lucia Wealth Management
California
$855K – – –
GFS
1106
GYL Financial Synergies
Connecticut
$851K -$24.2K -118 -3%
KPCM
1107
Kings Point Capital Management
New York
$849K -$47.4K -231 -5%
PCM
1108
Penn Capital Management
Pennsylvania
$848K -$1.77M -8,600 -68%
BWCS
1109
Beirne Wealth Consulting Services
Connecticut
$847K -$32.5K -158 -4%
NFSG
1110
Newbridge Financial Services Group
Florida
$844K -$186K -907 -18%
SWM
1111
SigFig Wealth Management
California
$844K +$28.1K +137 +3%
G
1112
GenTrust
Florida
$842K -$12.1K -59 -1%
SBIA
1113
Sheaff Brock Investment Advisors
Indiana
$841K +$66K +321 +9%
LFG
1114
Larson Financial Group
Missouri
$839K -$14.6K -71 -2%
CCM
1115
Copeland Capital Management
Pennsylvania
$837K -$8.12M -39,538 -91%
V
1116
VeraBank
Texas
$830K -$107K -520 -11%
ZCA
1117
Zeke Capital Advisors
Pennsylvania
$828K +$28.3K +138 +4%
SGCA
1118
Steel Grove Capital Advisors
Tennessee
$827K – – –
LWCFA
1119
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$823K -$546K -2,658 -40%
MIM
1120
Montgomery Investment Management
Maryland
$821K – – –
BMCM
1121
Bryn Mawr Capital Management
Pennsylvania
$818K -$10.5K -51 -1%
AFG
1122
Allegheny Financial Group
Pennsylvania
$815K +$262K +1,275 +47%
CTA
1123
Colonial Trust Advisors
South Carolina
$814K +$156K +760 +24%
W
1124
WorthPointe
California
$813K -$3.44M -16,737 -81%
RPGK
1125
Retirement Planning Group (Kansas)
Kansas
$813K +$205 +1 +0%
43 44
45
46 47