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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 %
AF
1126
Alerus Financial
North Dakota
$753K – – –
NSIM
1127
North Star Investment Management
Illinois
$750K – – –
NWM
1128
Northwest Wealth Management
Iowa
$750K – – –
CAG
1129
Crestwood Advisors Group
Massachusetts
$750K -$25.8K -148 -3%
PWW
1130
Pettyjohn Wood & White
Virginia
$749K – – –
BDFN
1131
Bond & Devick Financial Network
Minnesota
$749K -$24.9K -143 -3%
ECM
1132
Elgethun Capital Management
South Dakota
$748K +$866 +5 +0.1%
LFG
1133
Larson Financial Group
Missouri
$745K -$9.24K -53 -1%
IF
1134
Ironwood Financial
Arizona
$745K -$145K -832 -16%
CB
1135
Cadence Bank
Mississippi
$744K +$136K +782 +22%
AF
1136
Apexium Financial
Texas
$743K +$195K +1,116 +36%
OSNBOA
1137
Old Second National Bank of Aurora
Illinois
$740K +$211K +1,208 +40%
DE
1138
Day & Ennis
Georgia
$740K +$10.1K +58 +1%
CT
1139
Columbia Trust
Oregon
$739K -$352K -2,017 -32%
CIAS
1140
Capital Investment Advisory Services
North Carolina
$738K +$46.4K +266 +7%
PFA
1141
Pure Financial Advisors
California
$733K -$19.7K -113 -3%
D
1142
Diversified
Delaware
$731K +$200K +1,146 +38%
IP
1143
Investment Partners
Ohio
$731K -$212K -1,217 -22%
BWCS
1144
Beirne Wealth Consulting Services
Connecticut
$727K +$3.14K +18 +0.4%
AWA
1145
Arkadios Wealth Advisors
Georgia
$727K +$8.02K +46 +1%
EWA
1146
Exencial Wealth Advisors
Oklahoma
$716K -$95K -545 -12%
FIB
1147
First Interstate Bank
Montana
$715K +$6.81K +39 +1%
NFP
1148
Narus Financial Partners
Utah
$712K -$76K -436 -10%
VWM
1149
Valley Wealth Managers
New Jersey
$709K -$29.8K -171 -4%
LFS
1150
Lutz Financial Services
Nebraska
$702K – – –
44 45
46
47 48