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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 %
FCA
1676
FLC Capital Advisors
California
$235K -$174K -1,000 -43%
AC
1677
Asio Capital
Kentucky
$234K – – –
HCA
1678
Horan Capital Advisors
Ohio
$234K +$13.6K +78 +6%
TCOV
1679
Trust Company of Vermont
Vermont
$234K -$2.44K -14 -1%
DWA
1680
Divergent Wealth Advisors
Utah
$234K +$234K +1,341 New
AG
1681
Ascent Group
Virginia
$234K -$2.6M -14,921 -92%
BO
1682
Bank OZK
Arkansas
$233K +$233K +1,337 New
PBO
1683
Peoples Bank (Ohio)
Ohio
$232K -$20.2K -116 -8%
HCM
1684
Horrell Capital Management
Arkansas
$232K – – –
CGFA
1685
Colton Groome Financial Advisors
North Carolina
$232K -$115K -660 -33%
LC
1686
Lincoln Capital
Nebraska
$231K -$4.53K -26 -2%
GCM
1687
Gallacher Capital Management
Colorado
$231K +$231K +1,325 New
SDAM
1688
Shulman DeMeo Asset Management
New York
$231K +$15K +86 +7%
HWAM
1689
Hennion & Walsh Asset Management
New Jersey
$231K -$14.1K -81 -6%
VFP
1690
Verus Financial Partners
Virginia
$230K +$1.15K +6 +0.5%
CPP
1691
Capasso Planning Partners
South Carolina
$230K -$216K -1,241 -48%
CWM
1692
Curi Wealth Management
North Carolina
$230K +$17.6K +101 +8%
BCG
1693
Breakwater Capital Group
New Jersey
$230K +$230K +1,318 New
LSA
1694
L & S Advisors
California
$230K -$1.74K -10 -0.8%
WI
1695
Wedgewood Investors
Pennsylvania
$229K – – –
FNC
1696
First National Corp
Massachusetts
$229K +$229K +1,316 New
SA
1697
SFI Advisors
New Jersey
$229K +$229K +1,315 New
CBOR
1698
Community Bank of Raymore
Missouri
$228K – – –
MLA
1699
My Legacy Advisors
Oregon
$228K -$3.28M -16,661 -94%
HKIM
1700
Hayek Kallen Investment Management
Alabama
$228K – – –
66 67
68
69 70