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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,495 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
2,495
Holders Change
+265
Holders Change %
+11.88%
% of All Funds
33.22%
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
$1.67B
2
UBS Group
UBS Group
Switzerland
$1.09B
3
Barclays
Barclays
United Kingdom
$523M
4
Morgan Stanley
Morgan Stanley
New York
$4.32B
5
JFG
Jefferies Financial Group
New York
$440M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.33B
2
Goldman Sachs
Goldman Sachs
New York
$3.68B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.4B
4
IAIM
International Assets Investment Management
Florida
$2.86M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$966M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
2526
Sienna Gestion
France
– -$2.56M -11,600 Closed
LIP
2527
Lighthouse Investment Partners
Florida
– -$2.48M -11,224 Closed
LCG
2528
Luxor Capital Group
New York
– -$2.21M -10,000 Closed
UM
2529
Ulysses Management
New York
– -$2.21M -10,000 Closed
FIM
2530
Fernwood Investment Management
Massachusetts
– -$2.05M -9,270 Closed
HOWA
2531
Heritage Oak Wealth Advisors
Florida
– -$1.99M -9,016 Closed
PFA
2532
Pinnacle Family Advisors
Missouri
– -$1.71M -7,760 Closed
TRSOTSOK
2533
Teachers Retirement System of the State of Kentucky
Kentucky
– -$1.31M -5,933 Closed
GSC
2534
Ground Swell Capital
South Carolina
– -$1.18M -5,354 Closed
CPP
2535
Capasso Planning Partners
South Carolina
– -$1.18M -5,347 Closed
SGI
2536
Summit Global Investments
Utah
– -$1.11M -5,026 Closed
WIM
2537
Waverton Investment Management
United Kingdom
– -$1.11M -5,003 Closed
PAPAIJV
2538
Paragon Associates & Paragon Associates II Joint Venture
Texas
– -$1.1M -5,000 Closed
NM
2539
NWI Management
New York
– -$1.1M -5,000 Closed
PCM
2540
Prentice Capital Management
Connecticut
– -$1.1M -5,000 Closed
SHF
2541
Safe Harbor Fiduciary
Florida
– -$1.1M -5,000 Closed
MFA
2542
McClarren Financial Advisors
Pennsylvania
– -$260 -4,685 Closed
JWM
2543
Jupiter Wealth Management
Colorado
– -$994K -4,500 Closed
ICM
2544
Ionic Capital Management
New York
– -$931K -4,215 Closed
PFC
2545
Poplar Forest Capital
California
– -$931K -4,214 Closed
KAH
2546
Kathryn A. Hall
– -$800K -3,622 Closed
AAM
2547
Ameraudi Asset Management
New York
– -$782K -3,539 Closed
FMI
2548
Fiduciary Management Inc
Wisconsin
– -$747K -3,380 Closed
FCM
2549
FourWorld Capital Management
New York
– -$663K -3,000 Closed
UBV
2550
United Bank (Virginia)
Virginia
– -$615K -2,786 Closed
100 101
102
103 104