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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 %
GIA
426
Gladstone Institutional Advisory
Florida
$7.48M +$1.18M +5,629 +19%
GPW
427
Gray Private Wealth
Massachusetts
$7.44M +$7.44M +35,357 New
American Century Companies
428
American Century Companies
Missouri
$7.4M +$2.97M +14,100 +67%
HIA
429
Harvest Investment Advisors
Florida
$7.38M +$598K +2,843 +9%
SFS
430
Sowell Financial Services
Arkansas
$7.37M -$232K -1,102 -3%
HCM
431
Helios Capital Management
Singapore
$7.36M – – –
AWM
432
Atticus Wealth Management
Florida
$7.33M +$497K +2,361 +7%
CCM
433
Connective Capital Management
California
$7.33M +$3.02M +14,342 +70%
MCWS
434
McKinley Carter Wealth Services
West Virginia
$7.31M -$206K -979 -3%
BFG
435
Bleakley Financial Group
New Jersey
$7.27M -$87.7K -417 -1%
CAM
436
Carret Asset Management
New York
$7.26M +$290K +1,381 +4%
DFA
437
DHJJ Financial Advisors
Illinois
$7.23M -$70K -333 -1%
ATC
438
Argent Trust Co
Tennessee
$7.18M +$2.49M +11,841 +53%
FCBT
439
First Citizens Bank & Trust
North Carolina
$7.17M +$3.23M +15,364 +82%
Financial Engines Advisors
440
Financial Engines Advisors
California
$7.16M -$1.25M -5,939 -15%
EWA
441
Evolution Wealth Advisors
Florida
$7.14M +$158K +750 +2%
IAS
442
Insigneo Advisory Services
Florida
$7.13M -$633K -3,010 -8%
SOW
443
State of Wyoming
Wyoming
$7.02M +$4.14M +19,700 +144%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$7.02M +$25.7K +122 +0.4%
SAM
445
Silvercrest Asset Management
New York
$7.02M +$3.33M +15,829 +90%
NB
446
NBT Bank
New York
$7.01M -$115K -545 -2%
CMBA
447
C.M. Bidwell & Associates
Hawaii
$6.98M +$10.5K +50 +0.2%
CIAS
448
Capital Investment Advisory Services
North Carolina
$6.92M -$11.6M -55,197 -63%
BP
449
Ballentine Partners
Massachusetts
$6.91M +$168K +797 +2%
SPP
450
Single Point Partners
Massachusetts
$6.91M -$234K -1,113 -3%
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