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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 %
MAM
351
McLean Asset Management
Virginia
$11.2M -$39.8K -180 -0.4%
LFAS
352
Level Four Advisory Services
Texas
$11.1M +$8.46M +38,273 +318%
AIA
353
Arbor Investment Advisors
North Carolina
$11.1M -$141K -640 -1%
CC
354
Courier Capital
New York
$11.1M -$1.72M -7,794 -13%
AGWCA
355
Annis Gardner Whiting Capital Advisors
Florida
$11M -$57.2K -259 -0.5%
MA
356
MCF Advisors
Kentucky
$11M -$40.2K -182 -0.4%
KWM
357
Kiker Wealth Management
Georgia
$10.9M +$10.9M +49,131 New
AF
358
Allworth Financial
California
$10.8M +$2.38M +10,412 +28%
Allspring Global Investments
359
Allspring Global Investments
North Carolina
$10.8M +$7.96M +36,029 +283%
BTW
360
Boston Trust Walden
Massachusetts
$10.7M +$9.31M +42,118 +666%
VOYA Investment Management
361
VOYA Investment Management
Georgia
$10.7M +$2.67M +12,097 +33%
ST
362
Smithfield Trust
Pennsylvania
$10.6M -$16.3K -74 -0.2%
WHCFA
363
William Howard & Co Financial Advisors
Tennessee
$10.6M +$66.9K +303 +0.6%
AWM
364
Axxcess Wealth Management
California
$10.6M +$2.86M +12,922 +37%
ITB
365
Idaho Trust Bank
Idaho
$10.5M -$604K -2,732 -5%
FBB
366
Fulton Breakefield Broenniman
Maryland
$10.5M -$170K -771 -2%
Holocene Advisors
367
Holocene Advisors
New York
$10.5M +$10.5M +47,500 New
NIP
368
Nicholas Investment Partners
California
$10.5M +$6.38M +28,882 +157%
RSWM
369
Robertson Stephens Wealth Management
California
$10.4M +$7.15M +32,368 +220%
AFG
370
Atomi Financial Group
New York
$10.4M +$117K +530 +1%
AL
371
Aspiriant LLC
California
$10.4M +$15.5K +70 +0.1%
GFG
372
Goldstone Financial Group
Illinois
$10.3M +$1.75M +7,912 +20%
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$10.1M +$784K +3,547 +8%
PFS
374
Prospera Financial Services
Texas
$10.1M +$1.42M +6,437 +16%
SFS
375
Sowell Financial Services
Arkansas
$10.1M +$1.49M +6,748 +17%
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