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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 %
PWLP
1151
Prio Wealth Limited Partnership
Massachusetts
$701K -$1.74K -10 -0.2%
LWCFA
1152
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$699K – – –
MIM
1153
Montgomery Investment Management
Maryland
$697K – – –
RRA
1154
Round Rock Advisors
Connecticut
$697K +$116K +664 +20%
PFC
1155
Poplar Forest Capital
California
$696K +$4.88K +28 +0.7%
AFO
1156
Allie Family Office
Florida
$696K – – –
AWM
1157
AAF Wealth Management
Massachusetts
$695K -$17.6K -101 -2%
AGP
1158
Autumn Glory Partners
Texas
$693K -$11.9K -68 -2%
CFS
1159
CRA Financial Services
New Jersey
$693K +$181K +1,037 +35%
VF
1160
Vawter Financial
Ohio
$691K +$691K +3,964 New
FNBOO
1161
First National Bank of Omaha
Nebraska
$691K +$203K +1,166 +42%
IF
1162
Intrua Financial
Texas
$690K -$132K -726 -16%
PHAM
1163
Palisades Hudson Asset Management
Florida
$684K -$523 -3 -0.1%
BIM
1164
Bridges Investment Management
Nebraska
$678K +$13.3K +76 +2%
LW
1165
Libra Wealth
California
$676K – – –
RWA
1166
Ropes Wealth Advisors
Massachusetts
$675K -$46.4K -266 -6%
FANJ
1167
Financial Architects (New Jersey)
New Jersey
$675K -$11K -63 -2%
TFG
1168
Tilson Financial Group
New Jersey
$675K +$675K +3,872 New
SWA
1169
Sutton Wealth Advisors
Florida
$673K -$97.3K -558 -13%
SDWMA
1170
Schneider Downs Wealth Management Advisors
Pennsylvania
$668K +$30.9K +177 +5%
KAH
1171
Kathryn A. Hall
$660K – – –
SCA
1172
St. Clair Advisors
Ohio
$658K +$118K +679 +22%
CTA
1173
Colonial Trust Advisors
South Carolina
$657K -$33.1K -190 -5%
LMKC
1174
L.M. Kohn & Company
Ohio
$657K +$10.5K +60 +2%
TP
1175
Tranquility Partners
Tennessee
$656K -$174 -1 -0%
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