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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 %
SFO
1626
Stokes Family Office
Louisiana
$262K -$95.9K -550 -27%
ATC
1627
Adirondack Trust Company
New York
$261K +$8.72K +50 +3%
GG
1628
Greenwood Gearhart
Arkansas
$261K -$187K -1,075 -42%
WCA
1629
Waypoint Capital Advisors
Minnesota
$261K -$157K -900 -38%
TNBTD
1630
Trustmark National Bank Trust Department
Mississippi
$261K – – –
BBP
1631
Banco BTG Pactual
Brazil
$260K +$260K +1,491 New
VBWMG
1632
Von Berge Wealth Management Group
California
$259K – – –
FA
1633
Financial Alternatives
California
$258K +$258K +1,478 New
OCPWS
1634
One Charles Private Wealth Services
Massachusetts
$257K – – –
RF
1635
Resolute Financial
Massachusetts
$257K +$872 +5 +0.3%
PWM
1636
Pinnacle Wealth Management
California
$257K -$603K -3,458 -70%
LNB
1637
Ledyard National Bank
$256K – – –
FFM
1638
Flagstone Financial Management
Nebraska
$255K +$255K +1,465 New
BCM
1639
Brainard Capital Management
Texas
$255K +$255K +1,463 New
BSSFA
1640
Baron Silver Stevens Financial Advisors
Florida
$255K +$255K +1,462 New
AWAG
1641
ARS Wealth Advisors Group
Florida
$254K +$872 +5 +0.3%
MSCM
1642
McElhenny Sheffield Capital Management
Texas
$252K +$252K +1,444 New
KC
1643
Kades & Cheifetz
Pennsylvania
$252K +$252K +1,444 New
FIM
1644
Freedom Investment Management
Connecticut
$251K +$251K +1,441 New
FA
1645
FC Advisory
Pennsylvania
$251K +$872 +5 +0.3%
RDWM
1646
Red Door Wealth Management
Tennessee
$250K +$250K +1,434 New
SAM
1647
Seelaus Asset Management
New Jersey
$250K -$11.3K -65 -4%
WWM
1648
Windsor Wealth Management
Indiana
$250K +$17.7K +100 +8%
WKWM
1649
Walter & Keenan Wealth Management
Indiana
$249K +$249K +1,430 New
AWA
1650
Amplius Wealth Advisors
Pennsylvania
$249K -$12.2K -70 -5%
64 65
66
67 68