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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 %
GIM
1951
Grassi Investment Management
California
– -$247K -1,205 Closed
BFA
1952
Beaumont Financial Advisors
Massachusetts
– -$246K -1,200 Closed
KOC
1953
Koss-Olinger Consulting
Florida
– -$245K -1,194 Closed
CWM
1954
Cahill Wealth Management
Michigan
– -$239K -1,166 Closed
DBRC
1955
D.B. Root & Company
Pennsylvania
– -$237K -1,158 Closed
VWM
1956
Vigilare Wealth Management
Arizona
– -$236K -1,150 Closed
1WA
1957
180 Wealth Advisors
Washington
– -$229K -1,137 Closed
BWM
1958
BCS Wealth Management
Tennessee
– -$233K -1,135 Closed
FWM
1959
FSA Wealth Management
Massachusetts
– -$252K -1,134 Closed
FNWM
1960
Financial Network Wealth Management
Utah
– -$232K -1,129 Closed
ICP
1961
Interchange Capital Partners
Pennsylvania
– -$230K -1,124 Closed
MCA
1962
MSH Capital Advisors
Arizona
– -$230K -1,121 Closed
ECM
1963
Exchange Capital Management
Michigan
– -$229K -1,118 Closed
RDWM
1964
Red Door Wealth Management
Tennessee
– -$228K -1,113 Closed
HWM
1965
Hohimer Wealth Management
Washington
– -$228K -1,111 Closed
CWM
1966
Cabot Wealth Management
Massachusetts
– -$228K -1,111 Closed
BAM
1967
Bruderman Asset Management
New York
– -$227K -1,105 Closed
CWP
1968
CFM Wealth Partners
Texas
– -$225K -1,097 Closed
SPWM
1969
Straight Path Wealth Management
Michigan
– -$225K -1,097 Closed
BST
1970
Bath Savings Trust
Maine
– -$225K -1,097 Closed
SCA
1971
STALEY CAPITAL ADVISERS
Pennsylvania
– -$224K -1,090 Closed
AA
1972
Axiom Advisory
California
– -$223K -1,087 Closed
RMCM
1973
Reynders McVeigh Capital Management
Massachusetts
– -$223K -1,085 Closed
DP
1974
Dearborn Partners
Illinois
– -$221K -1,079 Closed
CF
1975
Corrigan Financial
Rhode Island
– -$219K -1,065 Closed
77 78
79
80 81