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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,191 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 819 increasing their positions, 837 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,191
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.76%
Holding in Top 10
191
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.33%
% of All Funds
2.77%
New
201
Increased
819
Reduced
837
Closed
179
Calls
$56.1B
Puts
$98.2B
Net Calls
-$42.1B
Net Calls Change
-$9.37B

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.6B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.82B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$718M
4
N
4
Natixis
France
$442M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$759M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.46B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$937M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.92B
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.5M
5
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
301
Smith, Moore & Co
Missouri
$12.7M +$342K +1,624 +3%
MWM
302
Meridian Wealth Management
Kentucky
$12.7M -$649K -3,087 -5%
PWM
303
Perigon Wealth Management
California
$12.7M +$385K +1,831 +3%
SW
304
Simplicity Wealth
New Jersey
$12.5M +$11.9M +56,361 +1,869%
SFA
305
Sequoia Financial Advisors
Ohio
$12.5M -$110K -525 -0.9%
LWMT
306
Legacy Wealth Management (Tennessee)
Tennessee
$12.5M -$152K -724 -1%
UCFA
307
United Capital Financial Advisors
Texas
$12.5M -$1.37M -6,519 -10%
SWP
308
Strategic Wealth Partners
Ohio
$12.4M +$1.28M +6,098 +12%
GLA
309
Great Lakes Advisors
Illinois
$12.4M -$2.83M -13,449 -19%
DCM
310
Dimension Capital Management
Florida
$12.3M -$639K -3,038 -5%
JCM
311
Jacobi Capital Management
Pennsylvania
$12.3M +$722K +3,433 +6%
FWA
312
FSC Wealth Advisors
New York
$12.3M +$12M +57,176 +4,878%
Natixis Advisors
313
Natixis Advisors
Massachusetts
$12.3M +$3.07M +14,591 +33%
CC
314
Courier Capital
New York
$12.2M -$6.73K -32 -0.1%
Mirae Asset Global Investments
315
Mirae Asset Global Investments
South Korea
$12.2M -$37.6M -178,775 -76%
NPI
316
New Perspectives Inc
Mississippi
$12.2M +$12.2M +57,955 New
OC
317
Oppenheimer & Co
New York
$12.2M +$6.71M +31,920 +123%
TFA
318
Teamwork Financial Advisors
Texas
$12M +$10.9M +51,638 +915%
GF
319
Greenfield FTC
Nevada
$12M +$93.8K +446 +0.8%
WW
320
Westshore Wealth
California
$12M +$827K +3,933 +7%
LLWM
321
Life Line Wealth Management
California
$12M +$12M +57,180 New
DAS
322
Dynamic Advisor Solutions
Arizona
$12M +$2.58M +12,268 +27%
BF
323
BOK Financial
Oklahoma
$11.9M -$2.03M -9,735 -15%
BBNA
324
Bremer Bank National Association
Minnesota
$11.9M -$140K -666 -1%
SB
325
Simmons Bank
Arkansas
$11.8M +$964K +4,582 +9%
11 12
13
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