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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 %
TC
1301
Trilogy Capital
California
$514K +$149K +852 +41%
RC
1302
Rovin Capital
Arizona
$511K +$511K +2,928 New
CWS
1303
Confluence Wealth Services
Pennsylvania
$510K +$71.3K +409 +16%
GWS
1304
Glassman Wealth Services
Virginia
$510K +$349 +2 +0.1%
NG
1305
NWK Group
California
$506K -$30.5K -175 -6%
ARG
1306
Advisory Resource Group
Oklahoma
$505K +$23.4K +134 +5%
TGAM
1307
TBH Global Asset Management
Tennessee
$505K +$505K +2,897 New
JJBC
1308
James J. Burns & Company
New York
$505K +$2.09K +12 +0.4%
SFS
1309
Strategic Financial Services
New York
$505K +$60.9K +349 +14%
V
1310
ViaWealth
Kansas
$504K +$504K +2,832 New
IIC
1311
Integrated Investment Consultants
Michigan
$501K +$95.5K +548 +24%
FPCG
1312
Forum Private Client Group
Indiana
$500K +$10.3K +59 +2%
CWA
1313
CM Wealth Advisors
Ohio
$498K – – –
EK
1314
Evensky & Katz
Florida
$496K -$70.1K -402 -12%
KIA
1315
KCM Investment Advisors
California
$495K -$11.3K -65 -2%
SP
1316
Successful Portfolios
Florida
$491K +$127K +726 +35%
CAAS
1317
Capital Asset Advisory Services
Michigan
$489K -$48.5K -278 -9%
CWP
1318
Cyndeo Wealth Partners
Florida
$489K +$489K +2,805 New
SB
1319
Strategic Blueprint
Georgia
$486K -$622K -3,567 -56%
SCA
1320
Stillwater Capital Advisors
Pennsylvania
$484K +$87.7K +503 +22%
SAF
1321
Smith Anglin Financial
Texas
$482K +$19.7K +113 +4%
BCM
1322
Birmingham Capital Management
Alabama
$479K +$161K +925 +51%
TA
1323
Tactive Advisors
Florida
$477K +$477K +2,736 New
RMAM
1324
Raab & Moskowitz Asset Management
New Jersey
$477K +$1.74K +10 +0.4%
Amundi
1325
Amundi
France
$474K -$256K -1,400 -35%
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