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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 %
MWP
401
Meridian Wealth Partners
Pennsylvania
$9.28M -$63.4K -287 -0.7%
HCM
402
Howard Capital Management
Georgia
$9.18M +$47.5K +215 +0.5%
MA
403
Montag & Associates
Georgia
$9.07M -$368K -1,666 -4%
HH
404
Hilltop Holdings
Texas
$9.04M +$81.5K +369 +0.9%
ATPW
405
Ashton Thomas Private Wealth
Arizona
$9.03M +$511K +2,312 +6%
CBT
406
Central Bank & Trust
Kentucky
$9.01M +$280K +1,267 +3%
FF
407
Fluent Financial
Texas
$8.95M -$851K -3,853 -9%
HWM
408
HB Wealth Management
Georgia
$8.93M +$249K +1,127 +3%
HIA
409
Harvest Investment Advisors
Florida
$8.91M +$130K +588 +1%
SAI
410
Systematic Alpha Investments
New Jersey
$8.84M +$8.84M +40,006 New
JGC
411
J. Goldman & Co
New York
$8.84M -$464K -2,102 -5%
JAM
412
JCIC Asset Management
Ontario, Canada
$8.81M +$126K +570 +1%
RCP
413
Rothschild Capital Partners
New York
$8.8M -$8.4K -38 -0.1%
MWP
414
Moller Wealth Partners
$8.77M -$259K -1,173 -3%
CCA
415
Carrera Capital Advisors
Michigan
$8.75M +$480K +2,172 +6%
IIM
416
Ironwood Investment Management
Massachusetts
$8.73M +$632K +2,861 +8%
BCA
417
Bray Capital Advisors
Florida
$8.72M -$225K -1,019 -3%
IAA
418
Independent Advisor Alliance
North Carolina
$8.72M +$8.72M +39,448 New
CANC
419
Culbertson A N & Co
Virginia
$8.69M -$12.6K -57 -0.1%
RWB
420
RMR Wealth Builders
New Jersey
$8.67M +$30.1K +136 +0.3%
XF
421
XML Financial
Maryland
$8.65M +$134K +608 +2%
RSVP
422
Ramsay Stattman Vela & Price
Colorado
$8.64M -$174K -787 -2%
DPI
423
Diversified Portfolios Inc
Michigan
$8.59M -$11.7K -53 -0.1%
PCIG
424
Partners Capital Investment Group
Massachusetts
$8.53M +$500K +2,261 +6%
LC
425
Lindbrook Capital
California
$8.51M -$185K -835 -2%
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