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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,929 hedge funds and large institutions have $66.4B invested in iShares Russell 2000 ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 718 increasing their positions, 789 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
-95
Holders Change %
-4.69%
% of All Funds
30.53%
Holding in Top 10
208
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.14%
% of All Funds
3.29%
New
130
Increased
718
Reduced
789
Closed
201
Calls
$19.3B
Puts
$52.7B
Net Calls
-$33.4B
Net Calls Change
-$5.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$866M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$708M
3
Citigroup
Citigroup
New York
+$658M
4
Bank of America
Bank of America
North Carolina
+$569M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$263M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.53B
2
Wells Fargo
Wells Fargo
California
-$411M
3
CP
Castleview Partners
Texas
-$357M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$262M
5
Goldman Sachs
Goldman Sachs
New York
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1451
Birmingham Capital Management
Alabama
$394K – – –
MCM
1452
Mill Capital Management
North Carolina
$392K +$162K +787 +70%
SAS
1453
Stelac Advisory Services
New York
$391K -$29.1K -142 -7%
EI
1454
Ellevest Inc
New York
$391K -$4.92K -24 -1%
BFAG
1455
Blackston Financial Advisory Group
Florida
$391K +$391K +1,789 New
WCM
1456
Wunderlich Capital Managemnt
Tennessee
$389K -$39.2K -191 -9%
BA
1457
Bluesphere Advisors
Pennsylvania
$387K -$573K -2,789 -60%
MWM
1458
Madison Wealth Management
Ohio
$387K – – –
FPCG
1459
Forum Private Client Group
Indiana
$387K +$387K +1,887 New
AAS
1460
Annex Advisory Services
Wisconsin
$386K -$47.5K -231 -11%
OFG
1461
Omega Financial Group
California
$386K -$22.2K -108 -5%
CSIC
1462
Clifford Swan Investment Counsel
California
$386K +$2.05K +10 +0.5%
AWM
1463
Aries Wealth Management
Maine
$386K +$386K +1,879 New
SIC
1464
Sterling Investment Counsel
New York
$384K -$998K -4,864 -72%
HT
1465
HighTower Trust
Texas
$382K – – –
DSN
1466
D. Scott Neal
Kentucky
$382K – – –
BSSFA
1467
Baron Silver Stevens Financial Advisors
Florida
$382K +$77.3K +377 +25%
BFIM
1468
Beese Fulmer Investment Management
Ohio
$381K +$8.63K +42 +2%
KCM
1469
Kornitzer Capital Management
Kansas
$380K – – –
TCOO
1470
Trust Company of Oklahoma
Oklahoma
$380K – – –
TNA
1471
True North Advisors
Texas
$378K +$84.1K +410 +29%
VAS
1472
Vestmark Advisory Solutions
Massachusetts
$377K +$4.1K +20 +1%
MIM
1473
Miller Investment Management
Pennsylvania
$376K – – –
RMA
1474
Roffman Miller Associates
Pennsylvania
$376K +$4.11K +20 +1%
BMC
1475
Beaton Management Company
Massachusetts
$375K -$61.6K -300 -14%
57 58
59
60 61