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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 %
BFIM
1376
Beese Fulmer Investment Management
Ohio
$425K +$101K +581 +31%
FF
1377
Francis Financial
$421K -$285K -1,636 -40%
LSIA
1378
LaSalle St. Investment Advisors
Illinois
$419K +$419K +2,407 New
MTIM
1379
Marathon Trading Investment Management
Pennsylvania
$418K – – –
MSWMA
1380
Market Street Wealth Management Advisors
Indiana
$416K – – –
HWA
1381
Heartwood Wealth Advisors
Virginia
$416K +$416K +2,386 New
LWA
1382
LWS Wealth Advisors
New Jersey
$415K -$285K -1,635 -41%
PAWA
1383
Palo Alto Wealth Advisors
California
$413K +$413K +2,369 New
AFS
1384
AFG Fiduciary Services
Massachusetts
$413K -$22.3K -128 -5%
SCM
1385
Schnieders Capital Management
California
$411K +$91.4K +524 +29%
MWA
1386
Meridian Wealth Advisors
Texas
$411K -$92.2K -529 -18%
PCMF
1387
Private Capital Management (Florida)
Florida
$411K +$411K +2,357 New
BWA
1388
Bordeaux Wealth Advisors
California
$410K +$53.2K +305 +15%
CWP
1389
Concord Wealth Partners
Virginia
$410K -$12.9K -74 -3%
CCA
1390
Conservest Capital Advisors
Pennsylvania
$409K +$409K +2,344 New
NCM
1391
Northwest Capital Management
Oregon
$407K +$407K +2,337 New
CT
1392
Colonial Trust
South Carolina
$407K -$32.6K -187 -7%
RFN
1393
RDA Financial Network
Iowa
$407K +$523 +3 +0.1%
WPA
1394
West Paces Advisors
Georgia
$407K -$9.76K -56 -2%
ANBT
1395
American National Bank & Trust
Texas
$407K -$10.5K -60 -3%
CA
1396
Calton & Associates
Florida
$406K -$68.4K -392 -14%
DWP
1397
Destiny Wealth Partners
Florida
$405K +$2.09K +12 +0.5%
BCM
1398
Bienville Capital Management
New York
$403K – – –
CSIC
1399
Clifford Swan Investment Counsel
California
$401K -$523 -3 -0.1%
MMPW
1400
Mitchell McLeod Pugh & Williams
Alabama
$401K +$32.8K +188 +9%
54 55
56
57 58