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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 %
RC
1601
Roundview Capital
New Jersey
$273K +$5.23K +30 +2%
MFG
1602
Monte Financial Group
Connecticut
$273K +$44.8K +257 +20%
AWM
1603
Angeles Wealth Management
California
$272K -$1.11M -6,350 -80%
TI
1604
Truepoint Inc
Ohio
$272K +$272K +1,558 New
LCM
1605
LVM Capital Management
Michigan
$271K – – –
WAOTB
1606
Wealth Advisors of Tampa Bay
Florida
$271K -$2.44K -14 -0.9%
CCM
1607
Carlson Capital Management
Minnesota
$271K +$40.5K +232 +18%
UWPG
1608
Ullmann Wealth Partners Group
Florida
$271K -$16.6K -95 -6%
Federated Hermes
1609
Federated Hermes
Pennsylvania
$271K -$135K -772 -33%
RB
1610
Renasant Bank
Mississippi
$270K +$44.3K +254 +20%
TCB
1611
Texas Capital Bancshares
Texas
$269K – – –
Betterment LLC
1612
Betterment LLC
New York
$269K +$269K +1,540 New
DWM
1613
Darwin Wealth Management
Florida
$268K -$3.74K -20 -1%
BP
1614
BBR Partners
New York
$266K +$266K +1,528 New
FLA
1615
Financial Life Advisors
Texas
$265K -$94.7K -543 -26%
OLVIG
1616
Oliver Lagore Vanvalin Investment Group
Michigan
$265K -$38.9K -223 -13%
MCG
1617
McCollum Christoferson Group
New York
$265K – – –
AAG
1618
Armstrong Advisory Group
Massachusetts
$265K +$265K +1,521 New
GAM
1619
Gemmer Asset Management
California
$265K -$2.97K -17 -1%
RBC
1620
Romano Brothers & Co
Illinois
$264K +$21.6K +124 +9%
LFS
1621
Legacy Financial Strategies
Kansas
$264K +$264K +1,515 New
GWMIA
1622
Global Wealth Management Investment Advisory
Florida
$264K -$5.23K -30 -2%
AMBIA
1623
Allen Mooney & Barnes Investment Advisors
Georgia
$264K +$523 +3 +0.2%
BSB
1624
Bangor Savings Bank
Maine
$262K – – –
CCM
1625
Canal Capital Management
Virginia
$262K +$1.22K +7 +0.5%
63 64
65
66 67