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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 %
PP
1226
Prudential plc
United Kingdom
$593K -$7.45M -42,700 -93%
LFA
1227
LGT Financial Advisors
Texas
$593K +$593K +3,399 New
WCG
1228
Weaver Consulting Group
California
$592K -$256K -1,471 -30%
TCA
1229
Transcend Capital Advisors
New Jersey
$591K +$154K +885 +35%
AMC
1230
Asset Management Corp
Illinois
$591K -$60K -344 -9%
TT
1231
TI-Trust
Illinois
$591K +$6.97K +40 +1%
HT
1232
Heritage Trust
Oklahoma
$589K +$19.4K +111 +3%
HPA
1233
High Probability Advisors
New York
$587K +$5.06K +29 +0.9%
FSA
1234
Fort Sheridan Advisors
Illinois
$587K -$26.9K -154 -4%
MAM
1235
Meeder Asset Management
Ohio
$586K -$255K -1,461 -30%
NCM
1236
Next Capital Management
New York
$586K +$33.8K +194 +6%
MW
1237
Marcum Wealth
Ohio
$585K +$8.54K +49 +1%
NAM
1238
NorthCrest Asset Manangement
Minnesota
$584K +$26K +149 +5%
VCAM
1239
Van Cleef Asset Management
Ohio
$584K -$6.1K -35 -1%
WPC
1240
White Pine Capital
Minnesota
$583K -$232K -1,332 -29%
RPGK
1241
Retirement Planning Group (Kansas)
Kansas
$582K -$33.3K -191 -5%
TI
1242
Trexquant Investment
Connecticut
$582K +$582K +3,338 New
PL
1243
Plancorp LLC
Missouri
$582K -$47.1K -270 -7%
NB
1244
Northwest Bancshares
Pennsylvania
$578K – – –
BHWM
1245
Bar Harbor Wealth Management
New Hampshire
$577K -$44.3K -254 -7%
SWA
1246
SOA Wealth Advisors
New York
$576K +$179K +1,029 +45%
CG
1247
Castellan Group
Kentucky
$575K -$122K -700 -18%
CWM
1248
Concentric Wealth Management
California
$574K +$523 +3 +0.1%
RDFA
1249
Ritter Daniher Financial Advisory
Ohio
$573K -$7.15K -41 -1%
BWM
1250
Baron Wealth Management
Michigan
$569K +$569K +3,263 New
48 49
50
51 52