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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 %
VHAM
1701
Van Hulzen Asset Management
California
$228K +$228K +1,308 New
DWP
1702
Daymark Wealth Partners
Ohio
$228K +$228K +1,307 New
OWM
1703
Orgel Wealth Management
Wisconsin
$228K +$1.05K +6 +0.5%
FCT
1704
First Community Trust
Iowa
$226K +$19.2K +110 +9%
JWM
1705
JGP Wealth Management
Oregon
$226K – – –
CWM
1706
Cahill Wealth Management
Michigan
$225K +$225K +1,170 New
SAM
1707
SP Asset Management
California
$225K +$1.05K +6 +0.5%
CPA
1708
Capital Planning Advisors
California
$225K -$29.5K -169 -12%
PSCM
1709
Per Stirling Capital Management
Texas
$225K +$225K +1,291 New
ZIG
1710
Zullo Investment Group
Pennsylvania
$225K -$8.2K -47 -4%
ML
1711
McAdam LLC
Pennsylvania
$224K -$360K -1,619 -62%
LCWP
1712
Legacy Capital Wealth Partners
Arkansas
$223K – – –
PP
1713
PrairieView Partners
Minnesota
$223K – – –
RWI
1714
Red Wave Investments
Pennsylvania
$223K +$223K +1,278 New
ZIG
1715
Zuckerman Investment Group
Illinois
$222K – – –
NDSI
1716
Newman Dignan & Sheerar Inc
Rhode Island
$222K – – –
IPW
1717
Inlet Private Wealth
Florida
$221K -$1.57K -9 -0.7%
KW
1718
KWB Wealth
California
$220K – – –
MCP
1719
Mirador Capital Partners
California
$220K +$220K +1,262 New
ETS
1720
ESL Trust Services
New York
$220K – – –
RPCA
1721
Running Point Capital Advisors
California
$220K – – –
IPW
1722
Intergy Private Wealth
Colorado
$219K -$17.8K -102 -8%
OWA
1723
One Wealth Advisors
California
$219K +$219K +1,256 New
EB
1724
Eastern Bank
Massachusetts
$219K -$30K -172 -12%
DP
1725
Dearborn Partners
Illinois
$219K +$219K +1,254 New
67 68
69
70 71