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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.46B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$937M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.92B
4
GBWM
Granite Bay Wealth Management
New Hampshire
$1.5M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
376
Jessup Wealth Management
Ohio
$8.99M +$473K +2,247 +6%
EWA
377
EP Wealth Advisors
California
$8.98M +$451K +2,144 +5%
CBT
378
Central Bank & Trust
Kentucky
$8.97M -$306K -1,455 -3%
PG
379
Proffitt & Goodson
Tennessee
$8.87M -$3.46M -16,448 -28%
IFO
380
Independent Family Office
New York
$8.78M +$376K +1,788 +4%
LSA
381
L & S Advisors
California
$8.77M +$4.35M +20,683 +98%
LI
382
Latigo Investments
Florida
$8.73M – – –
RSVP
383
Ramsay Stattman Vela & Price
Colorado
$8.6M +$228K +1,083 +3%
HCM
384
Howard Capital Management
Georgia
$8.55M +$201K +955 +2%
AFP
385
Ausdal Financial Partners
Iowa
$8.54M -$34.9K -166 -0.4%
KC
386
Kingfisher Capital
North Carolina
$8.47M +$1.26K +6 +0%
CFO
387
Callan Family Office
Pennsylvania
$8.46M +$438K +2,084 +5%
BWP
388
BSW Wealth Partners
Colorado
$8.45M -$4.1M -19,517 -33%
DPI
389
Diversified Portfolios Inc
Michigan
$8.45M -$41.6K -198 -0.5%
CANC
390
Culbertson A N & Co
Virginia
$8.42M +$280K +1,333 +3%
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$8.38M +$2.17M +10,302 +35%
ATPW
392
Ashton Thomas Private Wealth
Arizona
$8.36M +$469K +2,228 +6%
ASN
393
Advisory Services Network
Georgia
$8.32M +$1.5M +7,122 +22%
AF
394
Allworth Financial
California
$8.32M -$289K -1,376 -3%
CCWA
395
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.3M -$180K -856 -2%
PCIA
396
Prime Capital Investment Advisors
Kansas
$8.29M +$3.52M +16,759 +74%
NL
397
NEPC LLC
Massachusetts
$8.26M – – –
B
398
Bailard
California
$8.24M +$38.7K +184 +0.5%
HWM
399
HB Wealth Management
Georgia
$8.22M +$670K +3,187 +9%
SF
400
Symphony Financial
Texas
$8.22M -$3.97M -18,886 -33%
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