IWM icon

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 %
BMC
1526
Beaton Management Company
Massachusetts
$318K – – –
SFG
1527
Sage Financial Group
Pennsylvania
$317K -$5.06K -29 -2%
P
1528
&Partners
Tennessee
$317K – – –
HT
1529
HighTower Trust
Texas
$315K -$10.1K -59 -3%
SW
1530
SkyOak Wealth
Michigan
$315K +$315K +1,806 New
PP
1531
Prosperity Planning
Missouri
$314K – – –
SPWM
1532
Schrum Private Wealth Management
Florida
$314K – – –
RWMG
1533
Redwood Wealth Management Group
New Jersey
$314K +$314K +1,799 New
BWA
1534
BDO Wealth Advisors
Florida
$313K +$8.72K +50 +3%
PWP
1535
Principle Wealth Partners
Connecticut
$313K -$23.2K -133 -7%
DFC
1536
DB Fitzpatrick & Co
Idaho
$313K -$21.4K -123 -6%
RP
1537
Rice Partnership
Hawaii
$312K +$7.85K +45 +3%
AUB
1538
Atlantic Union Bankshares
Virginia
$311K -$17.4K -100 -5%
WCM
1539
Wealthcare Capital Management
Virginia
$310K – – –
FSA
1540
Financial Services Advisory
Maryland
$310K +$310K +1,776 New
SS
1541
Simplicity Solutions
Minnesota
$309K -$33.5K -192 -10%
LA
1542
LexAurum Advisors
Kansas
$309K +$8.37K +48 +3%
BWM
1543
BerganKDV Wealth Management
Minnesota
$308K +$19.2K +110 +7%
TA
1544
Trellis Advisors
Washington
$308K -$1.22K -7 -0.4%
Kovitz Investment Group Partners
1545
Kovitz Investment Group Partners
Illinois
$307K -$7.16K -41 -2%
GIA
1546
GHP Investment Advisors
Colorado
$305K +$697 +4 +0.2%
FNBOSM
1547
First National Bank of South Miami
Florida
$305K -$24.9K -143 -8%
DLCIG
1548
D.L. Carlson Investment Group
New Hampshire
$305K -$6.44K -37 -2%
WCM
1549
Wunderlich Capital Managemnt
Tennessee
$305K +$11.7K +67 +4%
WQ
1550
Wealth Quarterback
New Jersey
$305K +$1.05K +6 +0.3%
60 61
62
63 64