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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 %
HCM
1501
Howland Capital Management
Massachusetts
$332K -$17.3K -99 -5%
MAS
1502
Meeder Advisory Services
Ohio
$331K +$331K +1,900 New
AWG
1503
Altus Wealth Group
Colorado
$331K +$331K +1,898 New
FWM
1504
Finer Wealth Management
Massachusetts
$331K -$19K -109 -5%
TVAMP
1505
Tennessee Valley Asset Management Partners
Tennessee
$330K -$8.89K -51 -3%
GC
1506
GFG Capital
Florida
$330K +$330K +1,891 New
CM
1507
Capula Management
Cayman Islands
$329K -$3.51M -20,126 -91%
PIM
1508
Penobscot Investment Management
Massachusetts
$329K – – –
WFAG
1509
Wescott Financial Advisory Group
Pennsylvania
$327K -$49.9K -286 -13%
HR
1510
Howe & Rusling
New York
$327K -$34.3K -197 -10%
SAS
1511
Stelac Advisory Services
New York
$326K – – –
GSIAS
1512
Garden State Investment Advisory Services
New Jersey
$326K +$326K +1,870 New
DSN
1513
D. Scott Neal
Kentucky
$324K – – –
TCM
1514
Traynor Capital Management
Pennsylvania
$324K +$1.57K +9 +0.5%
FM
1515
Family Management
New York
$323K +$323K +1,854 New
KF
1516
Krilogy Financial
Missouri
$323K -$72.4K -415 -18%
KCM
1517
Kornitzer Capital Management
Kansas
$323K – – –
TCOO
1518
Trust Company of Oklahoma
Oklahoma
$323K – – –
AA
1519
Advisory Alpha
Michigan
$322K +$4.71K +27 +1%
CTA
1520
Chesley Taft & Associates
Illinois
$321K – – –
IIC
1521
Ironwood Investment Counsel
Arizona
$319K +$319K +1,831 New
FCIM
1522
Fairview Capital Investment Management
California
$319K – – –
TFA
1523
Toth Financial Advisory
Virginia
$319K +$63.5K +364 +25%
RMA
1524
Roffman Miller Associates
Pennsylvania
$319K +$5.75K +33 +2%
CCM
1525
Chilton Capital Management
Texas
$318K – – –
59 60
61
62 63