IWM icon

iShares Russell 2000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
1901
True Wealth Design
Ohio
$20.7K +$20.7K +119 New
AWM
1902
Abound Wealth Management
Tennessee
$20.6K
EBA
1903
Eagle Bay Advisors
New York
$20.4K +$174 +1 +0.9%
PFA
1904
Pathway Financial Advisers
Indiana
$20.2K +$20.2K +116 New
GWSA
1905
Global Wealth Strategies & Associates
Colorado
$20.2K +$20.2K +116 New
FWA
1906
FSC Wealth Advisors
New York
$19.9K +$5.06K +29 +34%
PIP
1907
Peachtree Investment Partners
Florida
$19.2K
BEI
1908
Benjamin Edwards Inc
Missouri
$19K +$174 +1 +0.9%
BA
1909
Bellwether Advisors
Nebraska
$18.5K
AIA
1910
Angeles Investment Advisors
California
$17.4K
IF
1911
Integrity Financial
Wyoming
$16K -$2.27K -13 -12%
CAS
1912
Coppell Advisory Solutions
Texas
$16K +$16K +92 New
CASC
1913
Coppell Advisory Solutions Corp
Texas
$16K +$16K +92 New
FMB
1914
Field & Main Bank
Kentucky
$15.7K +$15.7K +90 New
TFP
1915
Tilia Fiduciary Partners
North Carolina
$15.5K
CP
1916
Covenant Partners
Tennessee
$15.5K
TC
1917
Truvestments Capital
Florida
$15K -$3.49K -20 -19%
FWA
1918
Freedom Wealth Alliance
Wisconsin
$14.6K +$14.6K +84 New
HWM
1919
HighMark Wealth Management
Minnesota
$14.5K
GWM
1920
Grand Wealth Management
Michigan
$14.5K
GI
1921
Gradient Investments
Minnesota
$13.9K +$7.5K +43 +116%
PSB
1922
Piscataqua Savings Bank
New Hampshire
$13.9K
AFS
1923
Annapolis Financial Services
Maryland
$13.3K
LOIP
1924
Live Oak Investment Partners
Texas
$13.3K
TFM
1925
TFC Financial Management
Massachusetts
$13K -$4.38K -25 -25%