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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,496 hedge funds and large institutions have $65.7B invested in iShares Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 963 increasing their positions, 751 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,496
Holders Change
+266
Holders Change %
+11.93%
% of All Funds
33.23%
Holding in Top 10
203
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.33%
% of All Funds
2.7%
New
416
Increased
963
Reduced
751
Closed
106
Calls
$45.6B
Puts
$110B
Net Calls
-$64.1B
Net Calls Change
+$6.78B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$764M
2
UBS Group
UBS Group
Switzerland
+$367M
3
Barclays
Barclays
United Kingdom
+$327M
4
Morgan Stanley
Morgan Stanley
New York
+$314M
5
JFG
Jefferies Financial Group
New York
+$302M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.55B
2
Goldman Sachs
Goldman Sachs
New York
-$1.36B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.24B
4
IAIM
International Assets Investment Management
Florida
-$624M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
2476
Aviso Financial
Ontario, Canada
$5.97K +$5.97K +27 New
PFA
2477
Pathway Financial Advisers
Indiana
$5.77K +$214 +1 +4%
MFG
2478
Mendota Financial Group
Wisconsin
$5.6K – – –
WWP
2479
WR Wealth Planners
Missouri
$5.12K – – –
WAG
2480
Wiser Advisor Group
Arizona
$4.42K +$4.42K +20 New
FIA
2481
FPC Investment Advisory
California
$4.3K – – –
EBA
2482
Eagle Bay Advisors
New York
$3.76K – – –
NIA
2483
NBZ Investment Advisors
Tennessee
$3.54K +$3.54K +16 New
CAWM
2484
Capital A Wealth Management
Pennsylvania
$3.54K +$3.54K +16 New
ZRP
2485
Zynergy Retirement Planning
New Jersey
$3.09K – – –
FWM
2486
FLP Wealth Management
Arkansas
$2.72K +$2.72K +12 New
SC
2487
Solstein Capital
California
$2.43K – – –
GTAM
2488
Global Trust Asset Management
Florida
$2.43K – – –
NS
2489
NBC Securities
Alabama
$2.22K -$2.42M -10,920 -100%
VNA
2490
Valley National Advisers
Pennsylvania
$2K -$35.8K -215 -95%
TFA
2491
Transamerica Financial Advisors
Florida
$2K – – –
CMP
2492
Coston McIsaac & Partners
Maine
$2K – – –
EPW
2493
Endeavor Private Wealth
Kansas
$1.99K +$1.99K +9 New
OWP
2494
ORG Wealth Partners
Texas
$1.77K +$1.77K +8 New
FC
2495
Fairscale Capital
New Hampshire
$1.55K – – –
HIM
2496
Hillsdale Investment Management
Ontario, Canada
$1.11K – – –
SIP
2497
Sellwood Investment Partners
Oregon
$1.11K +$1.11K +5 New
C
2498
Covestor
United Kingdom
$1K +$250 +1 +33%
ICCON
2499
Investment Counsel Company of Nevada
Nevada
$663 +$663 +3 New
GCS
2500
Gordian Capital (Singapore)
Singapore
$441 – – –
98 99
100
101 102