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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 %
EWA
1401
EverSource Wealth Advisors
Alabama
$334K -$52.8K -320 -14%
IIM
1402
Ironwood Investment Management
Massachusetts
$334K +$334K +2,028 New
EWA
1403
Encompass Wealth Advisors
Oregon
$333K – – –
BFA
1404
Beacon Financial Advisory
Ohio
$333K +$1.15K +7 +0.3%
CIA
1405
Capital Investment Advisors
Georgia
$333K +$22.7K +138 +7%
Luther King Capital Management (LKCM)
1406
Luther King Capital Management (LKCM)
Texas
$332K -$490K – –
LFA
1407
Landmark Financial Advisors
Kentucky
$332K +$5.28K +32 +2%
NRI
1408
NFP Retirement Inc
California
$331K – – –
FWM
1409
Finer Wealth Management
Massachusetts
$331K – – –
PFGIA
1410
Patriot Financial Group Insurance Agency
Massachusetts
$330K -$212K -1,287 -39%
HCM
1411
Howland Capital Management
Massachusetts
$330K – – –
GPA
1412
Guidance Point Advisors
Massachusetts
$330K +$495 +3 +0.2%
CGFA
1413
Colton Groome Financial Advisors
North Carolina
$328K -$45.3K -275 -12%
T
1414
TNF
Montana
$328K +$2.18K +13 +0.7%
BWP
1415
Baldwin Wealth Partners
Massachusetts
$327K – – –
FFG
1416
Frisch Financial Group
New York
$327K +$988 +6 +0.3%
AA
1417
Apriem Advisors
California
$327K +$104K +628 +46%
KHLMTHM
1418
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$326K – – –
HFAS
1419
Hummer Financial Advisory Services
Illinois
$326K – – –
CWM
1420
Cahaba Wealth Management
Georgia
$326K +$7.92K +48 +2%
LWP
1421
Legacy Wealth Planning
Nevada
$326K +$263K +5,232 +416%
SAM
1422
Silverhawk Asset Management
Arizona
$325K – – –
AP
1423
Americana Partners
Texas
$325K +$325K +1,975 New
CFP
1424
Cypress Financial Planning
New Jersey
$324K -$9.89K -60 -3%
KL
1425
KWMG LLC
Kansas
$324K -$1.48K -9 -0.5%
55 56
57
58 59