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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 %
AGDI
401
Absolute Gestao de Investimentos
Brazil
$8.19M +$8.19M +38,940 New
JIR
402
James Investment Research
Ohio
$8.19M +$148K +702 +2%
HH
403
Hilltop Holdings
Texas
$8.14M -$2.86M -13,592 -26%
FCI
404
Financial Counselors Inc
Kansas
$8.13M -$657K -3,124 -7%
HW
405
Hancock Whitney
Mississippi
$8.12M +$910K +4,329 +13%
JAM
406
JCIC Asset Management
Ontario, Canada
$8.11M +$92.5K +440 +1%
PFS
407
Prospera Financial Services
Texas
$8.11M +$69K +328 +0.9%
PAM
408
Palisade Asset Management
Minnesota
$8.11M -$1.26K -6 -0%
FTS
409
Fifth Third Securities
Ohio
$8.05M -$604K -2,874 -7%
PCWA
410
Pacific Capital Wealth Advisors
California
$7.96M +$123K +585 +2%
CWM
411
Connecticut Wealth Management
Connecticut
$7.9M -$157K -746 -2%
MA
412
Marquette Associates
Illinois
$7.88M +$6.09M +28,941 +339%
BAM
413
Belpointe Asset Management
Nevada
$7.81M -$5.23M -24,861 -40%
RWB
414
RMR Wealth Builders
New Jersey
$7.79M -$189K -901 -2%
WF
415
Welch & Forbes
Massachusetts
$7.76M -$160K -761 -2%
BBPWM
416
Blue Bell Private Wealth Management
Pennsylvania
$7.76M +$238K +1,134 +3%
First Trust Advisors
417
First Trust Advisors
Illinois
$7.73M +$7.73M +36,738 New
SLT
418
St Louis Trust
Missouri
$7.71M +$1.12M +5,347 +17%
FCP
419
Fidelis Capital Partners
Florida
$7.71M +$4.7M +22,337 +156%
CCM
420
Coldstream Capital Management
Washington
$7.69M -$241K -1,145 -3%
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$7.63M +$440K +2,093 +6%
VCA
422
Verdence Capital Advisors
Maryland
$7.62M -$1.36M -6,460 -15%
FIA
423
Foundations Investment Advisors
Arizona
$7.56M +$2.87M +13,642 +61%
PAM
424
Panagora Asset Management
Massachusetts
$7.52M +$7.52M +35,777 New
SWP
425
Summit Wealth Partners
Florida
$7.48M -$88.7K -422 -1%
15 16
17
18 19