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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 %
GFWA
1951
Grey Fox Wealth Advisors
Delaware
$4.19K +$4.19K +24 New
CA
1952
Centerpoint Advisors
Massachusetts
$4K +$190 +1 +5%
LAM
1953
Lakewood Asset Management
Illinois
$4K +$4K +23 New
NMG
1954
New Millennium Group
Utah
$3.21K – – –
AP
1955
Arlington Partners
Alabama
$3.14K -$11.3K -65 -78%
IHWM
1956
Iron Horse Wealth Management
Iowa
$3K +$3K +15 New
NC
1957
NewSquare Capital
Pennsylvania
$2.96K – – –
BFA
1958
BBJS Financial Advisors
Washington
$2.82K +$2.82K +16 New
BC
1959
Barrett & Company
Rhode Island
$2.79K – – –
GMA
1960
Glassy Mountain Advisors
Maryland
$2.79K +$2.79K +16 New
RWM
1961
Ruedi Wealth Management
Illinois
$2.79K +$2.79K +16 New
MSFP
1962
Mark Sheptoff Financial Planning
Connecticut
$2.27K – – –
TC
1963
Trust Company
Kansas
$2K – – –
KOMWMG
1964
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2K +$2K +10 New
WPWM
1965
Western Pacific Wealth Management
Illinois
$1.74K +$1.74K +10 New
SIS
1966
Sound Income Strategies
Florida
$1.06K – – –
WA
1967
WestEnd Advisors
North Carolina
$1.05K -$9.24K -53 -90%
KM
1968
Kalos Management
Georgia
$1.05K +$1.05K +6 New
GCS
1969
Gordian Capital (Singapore)
Singapore
$1K – – –
C
1970
Covestor
United Kingdom
$1K – – –
PWM
1971
Provident Wealth Management
Tennessee
$872 -$174 -1 -17%
HIM
1972
Hillsdale Investment Management
Ontario, Canada
$872 – – –
CAM
1973
CenterStar Asset Management
Illinois
$554 -$1.35M – –
CAM
1974
Costello Asset Management
Pennsylvania
$349 – – –
CWM
1975
Cedar Wealth Management
California
$349 – – –
77 78
79
80 81