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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 %
WGCA
2051
Wolf Group Capital Advisors
Virginia
– -$210K -1,275 Closed
IAG
2052
Investmark Advisory Group
Connecticut
– -$208K -1,267 Closed
CTI
2053
Community Trust & Investment
Kentucky
– -$207K -1,255 Closed
SIC
2054
Samalin Investment Counsel
New York
– -$205K -1,242 Closed
CA
2055
Cortland Associates
Missouri
– -$205K -1,241 Closed
LPT
2056
Legacy Private Trust
Wisconsin
– -$204K -1,239 Closed
LAS
2057
LWM Advisory Services
Florida
– -$207K -1,236 Closed
EFG
2058
Everhart Financial Group
Ohio
– -$201K -1,220 Closed
NWM
2059
Navigation Wealth Management
Colorado
– -$194K -1,177 Closed
TRIA
2060
Trail Ridge Investment Advisors
Colorado
– -$210K -1,125 Closed
TPW
2061
Transatlantique Private Wealth
New York
– -$222K -1,094 Closed
SFM
2062
Spartan Fund Management
Canada
– -$165K -1,000 Closed
BAMCO Inc
2063
BAMCO Inc
New York
– -$161K -975 Closed
SWM
2064
Selective Wealth Management
Virginia
– -$92K -556 Closed
PFT
2065
Providence First Trust
Arizona
– -$79K -476 Closed
ODG
2066
O'Dell Group
Ohio
– -$46K -281 Closed
SAM
2067
Selway Asset Management
– -$45K -275 Closed
GWSG
2068
GPS Wealth Strategies Group
Colorado
– -$42K -253 Closed
JWBC
2069
John W. Brooker & Co
California
– -$41K -247 Closed
HI
2070
Hudock Inc
Pennsylvania
– -$35K -213 Closed
FCB
2071
First Command Bank
Texas
– -$34K -205 Closed
FCFS
2072
First Command Financial Services
Texas
– -$34K -205 Closed
APW
2073
Axim Planning & Wealth
Ohio
– -$33K -202 Closed
VCM
2074
Vigilant Capital Management
Maine
– -$29K -175 Closed
FGAM
2075
Financial Gravity Asset Management
Texas
– -$741 -165 Closed
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