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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 %
BA
1201
Ballew Advisors
Mississippi
$626K +$3.53K +19 +0.6%
ALWM
1202
Andrews Lucia Wealth Management
California
$622K -$47.9K -275 -7%
MPW
1203
Monterey Private Wealth
California
$619K +$68K +390 +12%
OBGC
1204
O'Brien Greene & Co
Pennsylvania
$619K -$1.27M -7,262 -67%
ZB
1205
Zions Bancorporation
Utah
$619K -$136K -780 -18%
CAM
1206
Concorde Asset Management
Michigan
$618K -$1.57K -9 -0.3%
FPCM
1207
Financial Partners Capital Management
New York
$618K +$17.4K +100 +3%
WIC
1208
Woodmont Investment Counsel
Tennessee
$618K -$3.84K -22 -0.6%
RFG
1209
RFP Financial Group
Georgia
$615K +$615K +3,530 New
WMS
1210
Wealth Management Solutions
Pennsylvania
$613K +$613K +3,517 New
BCA
1211
Bay Colony Advisors
Massachusetts
$612K -$69.4K -398 -10%
TDC
1212
Thompson Davis & Co
Virginia
$611K +$47.6K +273 +8%
SWM
1213
Segment Wealth Management
Texas
$610K -$73.1K -419 -11%
MOS
1214
MGO One Seven
Ohio
$610K +$170K +975 +39%
PFA
1215
Plotkin Financial Advisors
Maryland
$610K – – –
CIA
1216
Capital Investment Advisors
Georgia
$610K +$257K +1,477 +73%
TIA
1217
Tiemann Investment Advisors
California
$607K +$18.3K +105 +3%
AssetMark Inc
1218
AssetMark Inc
California
$605K -$107K -613 -15%
BWM
1219
Baystate Wealth Management
Massachusetts
$604K +$93.8K +538 +18%
NL
1220
Navalign LLC
California
$603K -$22K -126 -4%
FFG
1221
Fullen Financial Group
Ohio
$597K -$38.3K -200 -6%
TCWM
1222
Total Clarity Wealth Management
Illinois
$596K +$79.7K +457 +15%
LA
1223
Lifeworks Advisors
Michigan
$595K +$13.8K +79 +2%
WDL
1224
Well Done LLC
Michigan
$594K -$138K -794 -19%
IRC
1225
Investors Research Corp
Georgia
$594K +$2.09K +12 +0.4%
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