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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 %
FDCC
1451
Foster Dykema Cabot & Co
Massachusetts
$359K – – –
BMM
1452
Buffington Mohr McNeal
Idaho
$358K – – –
LSPW
1453
Lake Street Private Wealth
Illinois
$358K -$51.3K -294 -13%
VIM
1454
Vista Investment Management
Pennsylvania
$357K -$13.6K -78 -4%
MWM
1455
Madison Wealth Management
Ohio
$356K +$27.9K +160 +8%
SIMG
1456
Sonora Investment Management Group
Arizona
$356K +$45K +258 +14%
Fisher Asset Management
1457
Fisher Asset Management
Washington
$355K -$95.6K -548 -21%
SOW
1458
State of Wyoming
Wyoming
$354K -$10.5M -60,295 -97%
KFP
1459
KMG Fiduciary Partners
Ohio
$353K +$353K +2,022 New
PTP
1460
Platform Technology Partners
New York
$352K +$17.4K +100 +5%
EWA
1461
Encompass Wealth Advisors
Oregon
$352K – – –
FI
1462
Financial Insights
Washington
$352K +$352K +2,016 New
BFA
1463
Brown Financial Advisory
Alabama
$351K -$7.15K -41 -2%
KAM
1464
KEB Asset Management
Illinois
$351K -$301K -1,725 -46%
GPA
1465
Guidance Point Advisors
Massachusetts
$350K +$871 +5 +0.2%
SCA
1466
Southern Capital Advisors
Tennessee
$349K -$288K -1,653 -45%
NEPPG
1467
New England Professional Planning Group
Rhode Island
$349K +$62.1K +356 +22%
RVPG
1468
Relative Value Partners Group
$348K -$29.6K -170 -8%
LI
1469
Leeward Investments
Massachusetts
$347K +$347K +1,993 New
FFG
1470
Frisch Financial Group
New York
$347K +$872 +5 +0.3%
MFG
1471
Magnus Financial Group
New York
$347K -$59.3K -340 -15%
MPW
1472
Melone Private Wealth
Michigan
$347K -$141K -809 -29%
BWP
1473
Baldwin Wealth Partners
Massachusetts
$346K – – –
AP
1474
Americana Partners
Texas
$344K – – –
HFAS
1475
Hummer Financial Advisory Services
Illinois
$344K – – –
57 58
59
60 61