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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 %
KAM
1726
Knightsbridge Asset Management
California
$218K +$1.74K +10 +0.8%
KFS
1727
Kaizen Financial Strategies
California
$217K -$265K -1,419 -55%
SWM
1728
Stockman Wealth Management
Montana
$217K +$4.19K +24 +2%
CCG
1729
Coastwise Capital Group
California
$217K +$217K +1,243 New
MAG
1730
Mayfair Advisory Group
Alabama
$217K – – –
CWA
1731
Continuum Wealth Advisors
New York
$216K +$216K +1,239 New
BST
1732
Bath Savings Trust
Maine
$216K +$216K +1,237 New
KFC
1733
Klingenstein Fields & Co
New York
$215K -$52K -298 -19%
CWG
1734
Crown Wealth Group
North Carolina
$215K +$215K +1,235 New
LWP
1735
Laurel Wealth Planning
Minnesota
$215K – – –
RBFC
1736
Roman Butler Fullerton & Co
Missouri
$215K +$215K +1,150 New
BFG
1737
Berger Financial Group
Minnesota
$215K +$215K +1,231 New
Bank Julius Baer & Co
1738
Bank Julius Baer & Co
Switzerland
$214K -$601K -3,442 -74%
VST
1739
Van Strum & Towne
California
$214K +$214K +1,225 New
AWMT
1740
AAFMAA Wealth Management & Trust
North Carolina
$213K – – –
AOWM
1741
Alpha Omega Wealth Management
Virginia
$213K – – –
SW
1742
Simplicity Wealth
New Jersey
$213K +$213K +1,220 New
JAG
1743
Journey Advisory Group
Kentucky
$213K -$230K -1,319 -52%
ISB
1744
Iowa State Bank
Iowa
$212K -$72.2K -414 -25%
MHR
1745
Matthew Hamilton Rosenberg
$212K – – –
FNWM
1746
Financial Network Wealth Management
Utah
$210K +$210K +1,205 New
PFGIA
1747
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$140K -801 -40%
BB
1748
Berkshire Bank
Massachusetts
$206K -$8.72K -50 -4%
HWM
1749
Horizons Wealth Management
North Carolina
$206K -$697 -4 -0.3%
CIG
1750
Cairn Investment Group
Washington
$206K +$206K +1,180 New
68 69
70
71 72