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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 %
GFPC
1101
Global Financial Private Client
Florida
$800K -$2.09K -12 -0.3%
KTA
1102
Keeley-Teton Advisors
Illinois
$797K +$244K +1,402 +44%
S
1103
SignatureFD
Georgia
$795K -$5.93K -34 -0.7%
USCWA
1104
U.S. Capital Wealth Advisors
Texas
$792K +$458K +2,629 +137%
MKC
1105
M. Kraus & Co
Vermont
$791K – – –
PCMU
1106
Paragon Capital Management (Utah)
Utah
$791K +$20.2K +116 +3%
Koshinski Asset Management
1107
Koshinski Asset Management
Illinois
$791K +$109K +623 +16%
EE
1108
EWG Elevate
California
$788K -$4.29M -24,603 -84%
PWP
1109
Perfromance Wealth Partners
Illinois
$788K -$24.1K -138 -3%
MWM
1110
Mattern Wealth Management
Kansas
$787K +$8.72K +50 +1%
CHA
1111
Carmichael Hill & Associates
Maryland
$787K -$2.96K -17 -0.4%
JFG
1112
JDM Financial Group
Texas
$781K +$781K +4,478 New
GFS
1113
GYL Financial Synergies
Connecticut
$778K -$7.85K -45 -1%
KCM
1114
KLK Capital Management
California
$777K +$20.8K +119 +3%
SC
1115
SouthState Corp
Florida
$774K -$96.8K -555 -11%
FG
1116
Fiduciary Group
Georgia
$770K +$10.1K +58 +1%
CIM
1117
CIM Investment Management
Pennsylvania
$769K -$697 -4 -0.1%
BFM
1118
Broadview Financial Management
Wisconsin
$769K +$6.8K +39 +0.9%
W
1119
WorthPointe
California
$762K +$146K +835 +24%
MRWM
1120
ML&R Wealth Management
Texas
$761K – – –
MPCG
1121
Matrix Private Capital Group
New York
$760K -$66.3K -380 -8%
PMG
1122
ProVise Management Group
Florida
$759K -$697 -4 -0.1%
WPP
1123
Whalerock Point Partners
Rhode Island
$759K -$12.4K -71 -2%
AAM
1124
Ameraudi Asset Management
New York
$757K -$92.4K -530 -11%
WCM
1125
Windsor Capital Management
Arizona
$756K -$16.9K -97 -2%
43 44
45
46 47