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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,848 hedge funds and large institutions have $51.7B invested in iShares Russell 2000 ETF in 2022 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 616 increasing their positions, 756 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,848
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
31.96%
Holding in Top 10
191
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.55%
% of All Funds
3.3%
New
132
Increased
616
Reduced
756
Closed
101
Calls
$22.3B
Puts
$53.7B
Net Calls
-$31.4B
Net Calls Change
+$1.22B

Top Buyers

1
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$392M
2
Citadel Advisors
Citadel Advisors
Florida
+$375M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$197M
5
AS
Akuna Securities
Illinois
+$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$302M
3
Barclays
Barclays
United Kingdom
-$260M
4
LPL Financial
LPL Financial
California
-$240M
5
Citigroup
Citigroup
New York
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1126
Lifeworks Advisors
Michigan
$611K -$69.5K -379 -10%
SBIA
1127
Sheaff Brock Investment Advisors
Indiana
$611K -$15.2K -92 -2%
PMG
1128
Private Management Group
California
$610K +$60.2K +365 +11%
TWA
1129
TPB Wealth Advisors
Texas
$608K -$137K -828 -18%
FFG
1130
Fullen Financial Group
Ohio
$608K +$8.43K +46 +1%
CPO
1131
Cerity Partners OCIO
New York
$606K -$19.4K -118 -3%
NFSG
1132
Newbridge Financial Services Group
Florida
$606K +$13.4K +81 +2%
FAM
1133
Flaharty Asset Management
Florida
$605K +$99K +600 +20%
BWP
1134
Balboa Wealth Partners
Arizona
$605K +$605K +3,669 New
IAA
1135
Independent Advisor Alliance
North Carolina
$604K +$604K +3,665 New
TF
1136
Tompkins Financial
New York
$603K – – –
SCA
1137
Southern Capital Advisors
Tennessee
$603K +$8.25K +50 +1%
SDWMA
1138
Schneider Downs Wealth Management Advisors
Pennsylvania
$602K – – –
PAM
1139
Private Asset Management
California
$601K +$1.48K +9 +0.2%
AIS
1140
American Investment Services
Massachusetts
$598K – – –
APW
1141
Acima Private Wealth
Virginia
$597K – – –
HPWM
1142
Highland Private Wealth Management
Washington
$596K -$16.5K -100 -3%
PL
1143
Plancorp LLC
Missouri
$595K -$2.97K -18 -0.5%
KJHP
1144
K.J. Harrison & Partners
Ontario, Canada
$594K +$594K +3,100 New
NL
1145
Navalign LLC
California
$592K -$3.3K -20 -0.6%
1CP
1146
17 Capital Partners
Arizona
$592K +$4.13K +25 +0.7%
PCS
1147
Personal CFO Solutions
New Jersey
$591K +$27.9K +169 +5%
BHWM
1148
Bar Harbor Wealth Management
New Hampshire
$588K – – –
WIC
1149
Woodmont Investment Counsel
Tennessee
$588K +$11.9K +72 +2%
CAM
1150
Concorde Asset Management
Michigan
$587K +$1.65K +10 +0.3%
44 45
46
47 48