IWM icon

iShares Russell 2000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
301
Advisory Services Network
Georgia
$14.2M +$6.14M +27,790 +77%
NPI
302
New Perspectives Inc
Mississippi
$14.1M +$361K +1,633 +3%
FLPIM
303
F.L. Putnam Investment Management
Massachusetts
$14.1M -$844K -3,820 -6%
IA
304
IFP Advisors
Florida
$13.8M +$1.18M +5,326 +9%
LHC
305
Little House Capital
Massachusetts
$13.8M -$155K -701 -1%
CT
306
Coastline Trust
Rhode Island
$13.7M +$1.87M +8,473 +16%
GRP
307
Global Retirement Partners
California
$13.7M +$4.24M +19,173 +45%
SIC
308
Sigma Investment Counselors
Michigan
$13.7M -$137K -619 -1%
WW
309
Westshore Wealth
California
$13.5M +$72K +326 +0.5%
TPCW
310
TD Private Client Wealth
New York
$13.4M +$331K +1,500 +3%
MWM
311
Meridian Wealth Management
Kentucky
$13.4M -$700K -3,167 -5%
FIA
312
Foundations Investment Advisors
Arizona
$13.4M +$8.43M +38,159 +170%
KPWS
313
Kestra Private Wealth Services
Texas
$13.3M +$654K +2,960 +5%
SSA
314
Sierra Summit Advisors
Nevada
$13.3M -$5.72M -25,904 -30%
SB
315
Simmons Bank
Arkansas
$13.2M +$29.8K +135 +0.2%
KC
316
Kadensa Capital
Hong Kong
$13.1M +$13.1M +59,377 New
LWMT
317
Legacy Wealth Management (Tennessee)
Tennessee
$13.1M -$45.5K -206 -0.3%
UCFA
318
United Capital Financial Advisors
Texas
$13M -$751K -3,399 -5%
HWM
319
HighMark Wealth Management
Minnesota
$12.9M -$164K -741 -1%
CM
320
Churchill Management
California
$12.8M -$640K -2,898 -5%
IC
321
IEQ Capital
California
$12.8M +$795K +3,597 +7%
HCA
322
Heck Capital Advisors
Wisconsin
$12.8M +$11.5M +52,032 +899%
CIA
323
Concurrent Investment Advisors
Florida
$12.8M +$681K +3,081 +6%
CPCPP
324
Canada Post Corporation Pension Plan
Canada
$12.8M +$12.8M +57,711 New
GF
325
Greenfield FTC
Nevada
$12.7M