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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,230 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 775 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,230
Holders Change
+89
Holders Change %
+4.16%
% of All Funds
32.26%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
775
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.87B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.24B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$953M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.64B
5
DCP
Durable Capital Partners
Maryland
$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$3.99B
2
Citigroup
Citigroup
New York
$283M
3
Barclays
Barclays
United Kingdom
$196M
4
SG Americas Securities
SG Americas Securities
New York
$62.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
401
Marquette Associates
Illinois
$8.28M +$28.1K +127 +0.3%
CCA
402
Carrera Capital Advisors
Michigan
$8.27M -$5.13M -23,239 -38%
KC
403
Kingfisher Capital
North Carolina
$8.23M -$312K -1,411 -4%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$8.16M +$113K +512 +1%
AF
405
Allworth Financial
California
$8.15M -$178K -808 -2%
IIM
406
Ironwood Investment Management
Massachusetts
$8.09M +$667K +3,021 +9%
ECM
407
Engine Capital Management
New York
$8.05M +$2.98M +13,494 +59%
PCIG
408
Partners Capital Investment Group
Massachusetts
$8.03M +$27.4K +124 +0.3%
VOYA Investment Management
409
VOYA Investment Management
Georgia
$8.02M -$5.41M -24,485 -40%
CAM
410
Carret Asset Management
New York
$7.98M +$303K +1,371 +4%
AWE
411
Avidian Wealth Enterprises
Texas
$7.96M -$264K -1,195 -3%
GPW
412
Gray Private Wealth
Massachusetts
$7.96M +$91.7K +415 +1%
FCBT
413
First Citizens Bank & Trust
North Carolina
$7.9M +$322K +1,457 +4%
AWM
414
Atticus Wealth Management
Florida
$7.86M +$95.4K +432 +1%
NB
415
NBT Bank
New York
$7.79M -$21.6K -98 -0.3%
AIM
416
Aspen Investment Management
Michigan
$7.78M +$1.24M +5,609 +19%
FT
417
Fiduciary Trust
Massachusetts
$7.78M +$818K +3,704 +12%
FTS
418
Fifth Third Securities
Ohio
$7.77M -$958K -4,339 -11%
AWM
419
Axxcess Wealth Management
California
$7.74M +$79.5K +360 +1%
Financial Engines Advisors
420
Financial Engines Advisors
California
$7.72M +$31.1K +141 +0.4%
CCM
421
Coldstream Capital Management
Washington
$7.7M +$308K +1,382 +4%
JIR
422
James Investment Research
Ohio
$7.67M +$157K +709 +2%
CWM
423
Connecticut Wealth Management
Connecticut
$7.65M -$378K -1,711 -5%
PAM
424
Palisade Asset Management
Minnesota
$7.55M -$19.4K -88 -0.3%
FCI
425
Financial Counselors Inc
Kansas
$7.52M -$500K -2,263 -6%
15 16
17
18 19