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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 %
OFS
201
Oldfather Financial Services
Nebraska
$16.7M -$120K -689 -0.7%
TC
202
Telemus Capital
Michigan
$16.6M -$671K -3,780 -4%
CA
203
Crewe Advisors
Utah
$16.6M -$294K -1,688 -2%
VC
204
Veracity Capital
Georgia
$16.5M +$315K +1,809 +2%
BIG
205
Boothe Investment Group
Delaware
$16.5M +$111K +634 +0.7%
NA
206
NewEdge Advisors
Louisiana
$16.1M +$6.75M +43,424 +72%
CWG
207
Cornerstone Wealth Group
North Carolina
$16.1M +$14.8M +84,668 +1,110%
Victory Capital Management
208
Victory Capital Management
Texas
$16.1M +$14.7M +84,429 +1,082%
MIM
209
Miller Investment Management
Pennsylvania
$16.1M +$16.1M +92,082 New
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$16M +$7.58M +43,469 +90%
PFP
211
Pinnacle Financial Partners
Tennessee
$16M -$1.29M -7,384 -7%
SC
212
Sierra Capital
Florida
$15.6M +$1.64M +9,399 +12%
PWM
213
Paulson Wealth Management
Illinois
$15.6M -$578K -3,315 -4%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$15.5M -$3.12M -17,890 -17%
EAMA
215
EFG Asset Management (Americas)
Florida
$15.4M +$327K +1,876 +2%
ACB
216
Aristotle Capital Boston
Massachusetts
$15.3M -$8.03M -46,065 -34%
AIIMS
217
Analyst IMS Investment Management Services
Israel
$15.3M – – –
BJL
218
Brighton Jones LLC
Washington
$15.2M -$209K -1,201 -1%
FHB
219
First Hawaiian Bank
Hawaii
$15.2M +$52.1K +299 +0.3%
JCM
220
Jacobi Capital Management
Pennsylvania
$15.1M -$870K -4,992 -5%
CT
221
Coastline Trust
Rhode Island
$15.1M +$3.76M +21,586 +33%
CS
222
Comerica Securities
Michigan
$15M +$580K +3,325 +4%
LPAM
223
Lodestar Private Asset Management
California
$15M +$15M +86,076 New
CC
224
Cartenna Capital
Connecticut
$14.8M +$14.8M +85,000 New
SPIA
225
Steward Partners Investment Advisory
New York
$14.8M +$328K +1,883 +2%
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