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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 %
LFG
2001
Lockerman Financial Group
California
– -$2.5M -15,129 Closed
ECM
2002
EMC Capital Management
Texas
– -$2.47M -15,000 Closed
IHL
2003
Investment House LLC
California
– -$2.18M -13,199 Closed
MS
2004
Maven Securities
Jersey
– -$2.13M -12,928 Closed
LC
2005
Lavaca Capital
Texas
– -$2.05M -12,400 Closed
WPA
2006
Winning Points Advisors
Florida
– -$1.56M -9,151 Closed
AI
2007
Acuitas Investments
Washington
– -$1.49M -9,036 Closed
KPF
2008
K2 Principal Fund
Ontario, Canada
– -$1.49M -9,022 Closed
FFN
2009
Focus Financial Network
Minnesota
– -$1.49M -9,010 Closed
RP
2010
Riverwater Partners
Wisconsin
– -$1.23M -7,448 Closed
PCIG
2011
Partners Capital Investment Group
Massachusetts
– -$1.21M -7,326 Closed
TCA
2012
Taconic Capital Advisors
New York
– -$1.15M -7,000 Closed
CCMD
2013
Cypress Capital Management (Delaware)
Delaware
– -$1.01M -6,099 Closed
PWM
2014
PRW Wealth Management
Massachusetts
– -$885K -5,366 Closed
BAM
2015
Bayview Asset Management
Florida
– -$83.3M -5,048 Closed
LPAM
2016
Legion Partners Asset Management
California
– -$825K -5,000 Closed
WWA
2017
WCG Wealth Advisors
Nevada
– -$652K -3,857 Closed
HPWM
2018
Highland Private Wealth Management
Washington
– -$596K -3,612 Closed
ACP
2019
Aveo Capital Partners
Colorado
– -$582K -3,530 Closed
HGERS
2020
Householder Group Estate & Retirement Specialist
Arizona
– -$577K -3,503 Closed
OWA
2021
Outlook Wealth Advisors
Texas
– -$551K -3,338 Closed
VCWA
2022
Vanguard Capital Wealth Advisors
Colorado
– -$546K -3,310 Closed
TL
2023
Tradewinds LLC
North Carolina
– -$541K -3,279 Closed
CA
2024
Commerzbank Aktiengesellschaft
Germany
– -$538K -3,264 Closed
CA
2025
CGN Advisors
Kansas
– -$498K -3,023 Closed
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