ISHARES TR IWM
RUSSELL 2000 ETF · ETP · CUSIP 464287655 · ISIN US4642876555
1,866
institutional holders
317.9m
shares reported held*
$52.6bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($68.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $165.45. Options: 69 managers hold calls ($23.2bn notional), 128 hold puts ($53.8bn).
Biggest calls
| CITIGROUP INC | — | $3.5bn21.1m shares |
| CITADEL ADVISORS LLC | — | $3.4bn20.4m shares |
| MILLENNIUM MANAGEMENT LLC | — | $2.5bn15.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $2.0bn12.1m shares |
| BANK OF AMERICA CORP /DE/ | — | $1.7bn10.5m shares |
| WOLVERINE TRADING, LLC | — | $1.7bn10.1m shares |
| WELLS FARGO & COMPANY/MN | — | $1.5bn8.9m shares |
| BANK OF MONTREAL /CAN/ | — | $1.2bn6.2m shares |
| UBS Group AG | — | $1.1bn6.9m shares |
| Parallax Volatility Advisers, L.P. | — | $1.1bn6.7m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $6.6bn39.7m shares |
| CITADEL ADVISORS LLC | — | $6.5bn39.2m shares |
| CITIGROUP INC | — | $6.3bn38.5m shares |
| MILLENNIUM MANAGEMENT LLC | — | $5.5bn33.1m shares |
| BANK OF AMERICA CORP /DE/ | — | $3.2bn19.6m shares |
| WELLS FARGO & COMPANY/MN | — | $3.1bn18.8m shares |
| GOLDMAN SACHS GROUP INC | — | $3.0bn18.2m shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | — | $2.4bn14.7m shares |
| Parallax Volatility Advisers, L.P. | — | $2.2bn13.2m shares |
| UBS Group AG | — | $1.8bn10.8m shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.70% of their portfolio | 32.5m $5.4bn | — |
| GOLDMAN SACHS GROUP INC 1.44% of their portfolio | 29.9m $4.9bn | — |
| MORGAN STANLEY 0.52% of their portfolio | 23.1m $3.8bn | — |
| WELLS FARGO & COMPANY/MN 1.22% of their portfolio | 21.5m $3.5bn | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 12.19% of their portfolio | 14.6m $2.4bn | — |
| BlackRock Inc. 0.07% of their portfolio | 13.0m $2.1bn | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 3.63% of their portfolio | 10.8m $1.8bn | — |
| TORONTO DOMINION BANK 2.28% of their portfolio | 7.8m $1.3bn | — |
| JONES FINANCIAL COMPANIES LLLP 2.01% of their portfolio | 6.6m $1.1bn | — |
| PERSONAL CAPITAL ADVISORS CORP 5.59% of their portfolio | 6.3m $1.0bn | — |
| CITIGROUP INC 1.36% of their portfolio | 5.8m $963.5m | — |
| JPMORGAN CHASE & CO 0.14% of their portfolio | 5.3m $880.0m | — |
| LPL Financial LLC 0.85% of their portfolio | 5.3m $876.5m | — |
| BANK OF MONTREAL /CAN/ 0.45% of their portfolio | 5.0m $930.7m | — |
| UBS Group AG 0.45% of their portfolio | 4.8m $796.7m | — |
| ROYAL BANK OF CANADA 0.26% of their portfolio | 4.8m $787.6m | — |
| Rafferty Asset Management, LLC 6.97% of their portfolio | 4.0m $654.9m | — |
| NORTHERN TRUST CORP 0.14% of their portfolio | 3.9m $641.0m | — |
| PNC Financial Services Group, Inc. 0.63% of their portfolio | 3.6m $599.5m | — |
| M&T Bank Corp 2.20% of their portfolio | 3.0m $496.3m | — |
| US BANCORP \DE\ 1.02% of their portfolio | 3.0m $495.4m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.28% of their portfolio | 3.0m $487.6m | — |
| Alaska Permanent Fund Corp 8.25% of their portfolio | 2.8m $460.4m | — |
| FMR LLC 0.05% of their portfolio | 2.7m $449.0m | — |
| CITADEL ADVISORS LLC 0.55% of their portfolio | 2.7m $441.2m | — |
| Parallax Volatility Advisers, L.P. 8.44% of their portfolio | 2.6m $421.1m | — |
| BNP PARIBAS FINANCIAL MARKETS 1.00% of their portfolio | 2.4m $391.9m | — |
| Bank of New York Mellon Corp 0.09% of their portfolio | 2.2m $366.5m | — |
| CANADA PENSION PLAN INVESTMENT BOARD 0.52% of their portfolio | 1.9m $305.6m | — |
| Millburn Ridgefield LLC /DE/ 12.25% of their portfolio | 1.6m $270.8m | — |
| Catalyst Capital Advisors LLC 10.24% of their portfolio | 1.6m $270.8m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.66% of their portfolio | 1.5m $252.3m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.5m $246.1m | — |
| JANE STREET GROUP, LLC 0.45% of their portfolio | 1.4m $238.4m | — |
| HRT FINANCIAL LP 2.57% of their portfolio | 1.4m $233.5m | — |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 1.3m $222.0m | — |
| AVANTAX ADVISORY SERVICES, INC. 3.37% of their portfolio | 1.3m $219.4m | — |
| TRUIST FINANCIAL CORP 0.38% of their portfolio | 1.2m $199.0m | — |
| CREDIT SUISSE AG/ 0.22% of their portfolio | 1.2m $192.9m | — |
| Balyasny Asset Management L.P. 0.72% of their portfolio | 1.1m $186.8m | — |
| AKUNA SECURITIES LLC 15.08% of their portfolio | 1.1m $183.3m | — |
| SYNOVUS FINANCIAL CORP 2.18% of their portfolio | 1.1m $178.3m | — |
| Ensign Peak Advisors, Inc 0.42% of their portfolio | 1.0m $169.1m | — |
| Baird Financial Group, Inc. 0.49% of their portfolio | 1.0m $166.7m | — |
| AMG National Trust Bank 6.10% of their portfolio | 982.8k $162.1m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.75% of their portfolio | 867.6k $143.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.14% of their portfolio | 863.0k $142.3m | — |
| FACTORY MUTUAL INSURANCE CO 2.30% of their portfolio | 849.4k $140.1m | — |
| FIFTH THIRD BANCORP 0.72% of their portfolio | 831.6k $137.1m | — |
| TIAA, FSB 0.56% of their portfolio | 796.5k $131.4m | — |
| Mariner, LLC 0.52% of their portfolio | 781.8k $128.9m | — |
| Veritable, L.P. 2.39% of their portfolio | 747.1k $123.2m | — |
| LBMC INVESTMENT ADVISORS, LLC 14.03% of their portfolio | 738.9k $121.9m | — |
| OSAIC HOLDINGS, INC. 0.27% of their portfolio | 727.1k $119.9m | — |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 713.0k $117.6m | — |
| BROADWOOD CAPITAL INC 8.69% of their portfolio | 690.0k $113.8m | — |
| BROWN ADVISORY INC 0.22% of their portfolio | 671.5k $110.7m | — |
| Alberta Investment Management Corp 0.82% of their portfolio | 650.6k $107.3m | — |
| Creative Planning 0.18% of their portfolio | 618.7k $102.0m | — |
| Jefferies Group LLC 2.88% of their portfolio | 596.9k $98.4m | — |
| Hound Partners, LLC 18.21% of their portfolio | 581.6k $95.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.21% of their portfolio | 580.8k $95.8m | — |
| Sand Hill Global Advisors, LLC 6.02% of their portfolio | 580.2k $95.7m | — |
| CIBC Private Wealth Group LLC 0.25% of their portfolio | 570.3k $94.1m | — |
| COMMERCE BANK 0.80% of their portfolio | 560.8k $92.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.23% of their portfolio | 548.2k $90.4m | — |
| PRELUDE CAPITAL MANAGEMENT, LLC 4.14% of their portfolio | 501.8k $82.8m | — |
| HighTower Advisors, LLC 0.21% of their portfolio | 472.7k $77.9m | — |
| SG Americas Securities, LLC 1.18% of their portfolio | 467.4k $77.1m | — |
| GLENMEDE TRUST CO NA 0.48% of their portfolio | 463.3k $76.4m | — |
| AE Wealth Management LLC 0.60% of their portfolio | 460.0k $75.9m | — |
| GRIMES & Co WEALTH MANAGEMENT, LLC 3.92% of their portfolio | 455.8k $75.2m | — |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 448.7k $74.0m | — |
| IRIDIAN ASSET MANAGEMENT LLC/CT 7.26% of their portfolio | 443.4k $73.1m | — |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 433.1k $71.4m | — |
| HSBC HOLDINGS PLC 0.12% of their portfolio | 389.3k $64.5m | — |
| MAI Capital Management 1.19% of their portfolio | 381.5k $62.9m | — |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 379.3k $62.6m | — |
| CITIZENS FINANCIAL GROUP INC/RI 2.74% of their portfolio | 374.3k $61.7m | — |
| Rockefeller Capital Management L.P. 0.31% of their portfolio | 365.4k $60.3m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio | 361.6k $59.6m | — |
| STATE STREET CORP 0.00% of their portfolio | 361.3k $59.6m | — |
| Squarepoint Ops LLC 0.53% of their portfolio | 360.2k $59.4m | — |
| WASHINGTON TRUST Co 2.96% of their portfolio | 356.8k $58.8m | — |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 4.58% of their portfolio | 356.2k $58.7m | — |
| Modera Wealth Management, LLC 2.91% of their portfolio | 347.7k $57.4m | — |
| ARVEST TRUST CO N A 3.84% of their portfolio | 338.5k $55.8m | — |
| WHITTIER TRUST CO 1.13% of their portfolio | 325.9k $53.7m | — |
| Qube Research & Technologies Ltd 0.34% of their portfolio | 324.6k $53.5m | — |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 323.1k $53.3m | — |
| REGIONS FINANCIAL CORP 0.53% of their portfolio | 321.4k $53.0m | — |
| Starboard Value LP 1.16% of their portfolio | 319.4k $52.7m | — |
| First Western Trust Bank 3.32% of their portfolio | 299.6k $49.4m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 1.86% of their portfolio | 295.6k $48.7m | — |
| Harvey Partners, LLC 7.26% of their portfolio | 295.3k $48.7m | — |
| Main Management ETF Advisors, LLC 5.46% of their portfolio | 288.4k $47.6m | — |
| GUGGENHEIM CAPITAL LLC 0.41% of their portfolio | 273.1k $45.0m | — |
| CAPTRUST FINANCIAL ADVISORS 0.26% of their portfolio | 272.2k $44.9m | — |
| BLAIR WILLIAM & CO/IL 0.20% of their portfolio | 270.6k $44.6m | — |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 269.9k $44.5m | — |