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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 %
EIA
1326
Edgemoor Investment Advisors
Maryland
$474K +$474K +2,720 New
FFM
1327
Forum Financial Management
Illinois
$471K +$17.4K +100 +4%
HIG
1328
Heritage Investment Group
Florida
$470K +$25.8K +148 +6%
PMAM
1329
Picton Mahoney Asset Management
Ontario, Canada
$469K -$3.49K -20 -0.7%
BFA
1330
Bill Few Associates
Pennsylvania
$468K – – –
IA
1331
Insight Advisors
Pennsylvania
$467K -$29.5K -170 -6%
BCP
1332
Berkeley Capital Partners
Georgia
$467K – – –
MWP
1333
Madison Wealth Partners
Wisconsin
$466K -$21.6K -124 -4%
NPT
1334
Nixon Peabody Trust
Massachusetts
$465K -$19.5K -112 -4%
VIA
1335
Vickerman Investment Advisors
Washington
$463K -$35.2K -202 -7%
CWM
1336
Connecticut Wealth Management
Connecticut
$463K +$4.36K +25 +1%
FC
1337
Forte Capital
New York
$461K -$13.2K -76 -3%
SWM
1338
SFG Wealth Management
Maryland
$460K -$6.8K -39 -1%
SWP
1339
Strategic Wealth Partners
Ohio
$460K -$157K -899 -25%
RT
1340
Rockland Trust
Massachusetts
$459K +$56.3K +323 +14%
FFG
1341
Ford Financial Group
California
$458K -$43.1K -247 -9%
KCM
1342
Kennicott Capital Management
California
$458K +$174 +1 +0%
OWA
1343
Octavia Wealth Advisors
Ohio
$458K -$46.9K -269 -9%
SCM
1344
Shelton Capital Management
Colorado
$457K -$8.72K -50 -2%
BC
1345
Burney Company
Virginia
$454K -$87.2K -500 -16%
LA
1346
Lynch & Associates
Indiana
$453K – – –
CB
1347
Centennial Bank
Arkansas
$453K +$453K +2,598 New
FRA
1348
Frank Rimerman Advisors
California
$452K – – –
WAG
1349
Winthrop Advisory Group
Massachusetts
$450K +$47.4K +272 +12%
AC
1350
Apella Capital
Connecticut
$450K +$168K +964 +60%
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