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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 %
KPW
1251
Kore Private Wealth
New York
$476K +$179K +1,085 +60%
JJBC
1252
James J. Burns & Company
New York
$476K +$476K +2,885 New
FFG
1253
Ford Financial Group
California
$474K -$888K -5,387 -65%
PCM
1254
Parsons Capital Management
Rhode Island
$474K -$22.3K -135 -4%
JWWM
1255
Johnson & White Wealth Management
Pennsylvania
$474K +$474K +2,874 New
IA
1256
Insight Advisors
Pennsylvania
$472K +$4.29K +26 +0.9%
VIA
1257
Vickerman Investment Advisors
Washington
$471K – – –
MWM
1258
Maripau Wealth Management
Indiana
$468K – – –
WDG
1259
Wealth Dimensions Group
Ohio
$464K – – –
OSAM
1260
O'Shaughnessy Asset Management
Connecticut
$464K +$142K +863 +44%
FPCG
1261
Forum Private Client Group
Indiana
$463K – – –
BCM
1262
Barometer Capital Management
Ontario, Canada
$462K +$33K +200 +8%
FNBOO
1263
First National Bank of Omaha
Nebraska
$461K -$70.9K -430 -13%
MWP
1264
Madison Wealth Partners
Wisconsin
$461K +$67.8K +411 +17%
PCM
1265
Penn Capital Management
Pennsylvania
$459K -$57.4K -348 -11%
RW
1266
REDW Wealth
New Mexico
$458K +$43.1K +261 +10%
NPT
1267
Nixon Peabody Trust
Massachusetts
$458K -$175K -1,063 -28%
ARG
1268
Advisory Resource Group
Oklahoma
$456K +$456K +2,765 New
HPM
1269
Hudson Portfolio Management
New York
$455K -$4.78K -29 -1%
X
1270
Xponance
Pennsylvania
$454K -$304K -1,845 -40%
FAM
1271
Formidable Asset Management
Ohio
$452K – – –
RMAM
1272
Raab & Moskowitz Asset Management
New Jersey
$449K -$33K -200 -7%
FC
1273
Forte Capital
New York
$449K +$1.49K +9 +0.3%
CA
1274
Calton & Associates
Florida
$448K -$329 -2 -0.1%
PMAM
1275
Picton Mahoney Asset Management
Ontario, Canada
$447K -$99K -600 -18%
49 50
51
52 53