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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
$370M
2
Millennium Management
Millennium Management
New York
$319M
3
Barclays
Barclays
United Kingdom
$887M
4
AWA
Arete Wealth Advisors
Illinois
$2.94B
5
Wolverine Trading
Wolverine Trading
Illinois
$167M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.28B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.01B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$473M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$174
5
APF
Alaska Permanent Fund
Alaska
$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
176
Senvest Management
New York
$20.6M +$20.6M +118,200 New
GC
177
Gilbert & Cook
Iowa
$20.6M +$2.73M +15,667 +15%
VFA
178
Valeo Financial Advisors
Indiana
$20.3M +$3.78M +21,702 +23%
FFA
179
First Foundation Advisors
California
$20.2M +$9.39M +53,851 +87%
1SB
180
1ST Source Bank
Indiana
$19.8M -$3.82M -21,919 -16%
RSWM
181
Robertson Stephens Wealth Management
California
$19.2M +$1.03M +5,912 +6%
WANY
182
Wealthspire Advisors (New York)
New York
$18.9M -$473K -2,715 -2%
AF
183
Ally Financial
Michigan
$18.8M – – –
CIBC World Market
184
CIBC World Market
Ontario, Canada
$18.8M +$2.42M +13,859 +15%
PFO
185
Pathstone Family Office
New Jersey
$18.7M +$796K +4,144 +4%
CA
186
Cetera Advisors
Colorado
$18.5M +$239K +1,370 +1%
MS
187
Marshall & Sullivan
Washington
$18.3M -$276K -1,581 -1%
CIS
188
Connors Investor Services
Pennsylvania
$18.3M -$1.22M -7,000 -6%
Bessemer Group
189
Bessemer Group
New Jersey
$18.2M +$11M +63,316 +155%
CIG
190
Consolidated Investment Group
Colorado
$18.1M – – –
LOAMU
191
Lombard Odier Asset Management (USA)
New York
$18.1M -$1.62M -9,318 -8%
BMM
192
Berkshire Money Management
Massachusetts
$17.8M -$222K -1,275 -1%
DADC
193
D.A. Davidson & Co
Montana
$17.8M -$198K -1,137 -1%
WB
194
WesBanco Bank
West Virginia
$17.1M +$3.41M +19,586 +25%
PCM
195
Palisade Capital Management
New Jersey
$17.1M +$17.1M +98,072 New
CL
196
Choreo LLC
Illinois
$17.1M -$67.8K -389 -0.4%
RP
197
Riverbridge Partners
Minnesota
$16.9M +$14.8M +85,018 +704%
ONB
198
Old National Bancorp
Indiana
$16.8M +$1.82M +10,463 +12%
WPC
199
Waters Parkerson & Co
Louisiana
$16.8M -$8.37K -48 -0%
SL
200
Salomon & Ludwin
Virginia
$16.7M -$241K -1,385 -1%
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