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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 %
IDA
2551
Intelligence Driven Advisers
California
– -$575K -2,601 Closed
EM
2552
ELCO Management
New York
– -$564K -2,555 Closed
VAM
2553
Verity Asset Management
North Carolina
– -$513K -2,320 Closed
BCP
2554
Berkeley Capital Partners
Georgia
– -$511K -2,314 Closed
HGERS
2555
Householder Group Estate & Retirement Specialist
Arizona
– -$458K -2,074 Closed
NB
2556
Northwest Bancshares
Pennsylvania
– -$397K -1,798 Closed
LWMM
2557
Legacy Wealth Management (Mississippi)
Mississippi
– -$372K -1,685 Closed
PFP
2558
Paragon Financial Partners
California
– -$347K -1,572 Closed
ATS
2559
Ashton Thomas Securities
New York
– -$334K -1,512 Closed
FMLI
2560
Fukoku Mutual Life Insurance
Japan
– -$331K -1,500 Closed
GD
2561
Grandfield & Dodd
New York
– -$326K -1,477 Closed
SSWM
2562
Sheets Smith Wealth Management
North Carolina
– -$318K -1,441 Closed
SL
2563
Summitry LLC
California
– -$316K -1,431 Closed
FI
2564
Financial Insights
Washington
– -$314K -1,423 Closed
BWM
2565
Bulltick Wealth Management
Florida
– -$298K -1,350 Closed
TI
2566
Truxt Investmentos
Brazil
– -$1.33K -1,334 Closed
WC
2567
Waterloo Capital
Texas
– -$277K -1,253 Closed
CPA
2568
Capital Planning Advisors
California
– -$276K -1,250 Closed
PCMU
2569
Paragon Capital Management (Utah)
Utah
– -$269K -1,217 Closed
BMCM
2570
Burns Matteson Capital Management
New York
– -$268K -1,214 Closed
AG
2571
Ascent Group
Virginia
– -$254K -1,148 Closed
CGFA
2572
Colton Groome Financial Advisors
North Carolina
– -$248K -1,121 Closed
TWA
2573
Talisman Wealth Advisors
New Jersey
– -$247K -1,120 Closed
WMWM
2574
Whitaker-Myers Wealth Managers
Ohio
– -$245K -1,108 Closed
SFM
2575
Signet Financial Management
New Jersey
– -$243K -1,100 Closed
101 102
103
104 105