IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,849 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 710 increasing their positions, 751 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,849
Holders Change
-80
Holders Change %
-4.15%
% of All Funds
31.26%
Holding in Top 10
194
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.73%
% of All Funds
3.28%
New
120
Increased
710
Reduced
751
Closed
177
Calls
$20.6B
Puts
$53.2B
Net Calls
-$32.6B
Net Calls Change
+$791M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.59B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.14B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$992M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$234M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.85B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$3.57B
2
AWA
Aaron Wealth Advisors
Illinois
$3.1M
3
Goldman Sachs
Goldman Sachs
New York
$5.03B
4
Citigroup
Citigroup
New York
$1.23B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$891M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1876
Personal Wealth Partners
Minnesota
– -$3.72M -18,133 Closed
ADIM
1877
Alpha DNA Investment Management
Maryland
– -$1.17M -17,941 Closed
HIS
1878
Harvest Investment Services
Illinois
– -$3.5M -17,042 Closed
MUAMU
1879
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$3.49M -17,000 Closed
SCM
1880
Stevens Capital Management
Pennsylvania
– -$3.33M -16,200 Closed
CI Investments Inc
1881
CI Investments Inc
Ontario, Canada
– -$2.97M -14,480 Closed
CFA
1882
Camarda Financial Advisors
Florida
– -$2.7M -13,167 Closed
SM
1883
Scoggin Management
New York
– -$2.57M -12,500 Closed
TWP
1884
Transparent Wealth Partners
Arkansas
– -$2.53M -12,335 Closed
AAIM
1885
American Assets Investment Management
California
– -$1.75M -8,500 Closed
TWM
1886
Tradition Wealth Management
Minnesota
– -$1.74M -8,470 Closed
Axa
1887
Axa
France
– -$1.67M -8,147 Closed
CWP
1888
Curated Wealth Partners
California
– -$1.67M -7,507 Closed
ACM
1889
Absolute Capital Management
Pennsylvania
– -$1.53M -7,431 Closed
BTIM
1890
BancFirst Trust & Investment Management
Oklahoma
– -$1.47M -7,175 Closed
WCM
1891
Washington Capital Management
Washington
– -$1.39M -6,780 Closed
HHGC
1892
Hunting Hill Global Capital
New York
– -$1.37M -6,687 Closed
PF
1893
Phoenix Financial
Israel
– -$1.35M -6,581 Closed
RBC
1894
Rye Brook Capital
Connecticut
– -$1.17M -5,700 Closed
CWM
1895
Chicago Wealth Management
Illinois
– -$1.12M -5,434 Closed
HWM
1896
Howard Wealth Management
Connecticut
– -$1.01M -4,932 Closed
ACI
1897
Alpha Cubed Investments
California
– -$988K -4,812 Closed
BAM
1898
Blueshift Asset Management
New Jersey
– -$884K -4,307 Closed
WPWM
1899
Western Pacific Wealth Management
Illinois
– -$789K -3,846 Closed
FANJ
1900
Financial Architects (New Jersey)
New Jersey
– -$763K -3,719 Closed
74 75
76
77 78