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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,929 hedge funds and large institutions have $66.4B invested in iShares Russell 2000 ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 718 increasing their positions, 789 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
-95
Holders Change %
-4.69%
% of All Funds
30.53%
Holding in Top 10
208
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.14%
% of All Funds
3.29%
New
130
Increased
718
Reduced
789
Closed
201
Calls
$19.3B
Puts
$52.7B
Net Calls
-$33.4B
Net Calls Change
-$5.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$866M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$708M
3
Citigroup
Citigroup
New York
+$658M
4
Bank of America
Bank of America
North Carolina
+$569M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$263M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.53B
2
Wells Fargo
Wells Fargo
California
-$411M
3
CP
Castleview Partners
Texas
-$357M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$262M
5
Goldman Sachs
Goldman Sachs
New York
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
1651
Mayfair Advisory Group
Alabama
$257K – – –
JWM
1652
JGP Wealth Management
Oregon
$256K -$24.7K -125 -9%
FM
1653
Foster & Motley
Ohio
$254K -$3.7K -18 -1%
SDAM
1654
Shulman DeMeo Asset Management
New York
$254K +$411 +2 +0.2%
LWP
1655
Laurel Wealth Planning
Minnesota
$253K – – –
VFP
1656
Verus Financial Partners
Virginia
$253K +$253K +1,286 New
JWS
1657
Juncture Wealth Strategies
Arizona
$252K -$552K -2,690 -69%
FWM
1658
FSA Wealth Management
Massachusetts
$252K – – –
GGS
1659
Galvin Gaustad & Stein
Arizona
$251K -$85.6K -418 -25%
AOWM
1660
Alpha Omega Wealth Management
Virginia
$251K – – –
SEP
1661
Southland Equity Partners
Missouri
$250K -$23.6K -115 -9%
CAN
1662
Claraphi Advisory Network
United States
$250K -$27.3K -133 -10%
TI
1663
Truepoint Inc
Ohio
$250K -$3.69K -18 -1%
VBWMG
1664
Von Berge Wealth Management Group
California
$250K +$199 +1 +0.1%
MHR
1665
Matthew Hamilton Rosenberg
$249K – – –
FCT
1666
First Community Trust
Iowa
$249K – – –
Polen Capital Management
1667
Polen Capital Management
Florida
$249K +$249K +1,215 New
GIM
1668
Grassi Investment Management
California
$247K +$19.5K +95 +9%
KWP
1669
Keystone Wealth Partners
Arizona
$246K – – –
BFA
1670
Beaumont Financial Advisors
Massachusetts
$246K +$246K +1,200 New
KOC
1671
Koss-Olinger Consulting
Florida
$245K -$160K -781 -40%
FMTCOCP
1672
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$245K +$31.2K +152 +15%
EHC
1673
Everett Harris & Co
California
$245K +$245K +1,192 New
CIP
1674
Capital Insight Partners
Arizona
$244K -$14K -68 -5%
VHAM
1675
Van Hulzen Asset Management
California
$240K -$20.5K -100 -8%
65 66
67
68 69