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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 %
DFA
426
DHJJ Financial Advisors
Illinois
$7.49M -$127K -577 -2%
BCM
427
Becker Capital Management
Oregon
$7.43M +$35.6K +161 +0.5%
BP
428
Ballentine Partners
Massachusetts
$7.4M -$11K -50 -0.1%
JFG
429
JMG Financial Group
Illinois
$7.4M +$34K +154 +0.5%
ASN
430
Advisory Services Network
Georgia
$7.36M – – –
CMBA
431
C.M. Bidwell & Associates
Hawaii
$7.35M – – –
SWP
432
Summit Wealth Partners
Florida
$7.32M -$181K -821 -2%
KA
433
Klingman & Associates
New York
$7.31M -$52.6K -238 -0.7%
BPWM
434
Badgley Phelps Wealth Managers
Washington
$7.31M +$486K +2,200 +7%
BFS
435
Bradley Foster & Sargent
Connecticut
$7.24M +$201K +908 +3%
DBIA
436
Dumont & Blake Investment Advisors
New Jersey
$7.2M -$7.24M -32,754 -50%
CWP
437
Corepath Wealth Partners
Arizona
$7.19M +$121K +542 +2%
MCWS
438
McKinley Carter Wealth Services
West Virginia
$7.17M -$330K -1,492 -4%
SCM
439
Stevens Capital Management
Pennsylvania
$7.16M +$7.16M +32,400 New
CPIG
440
Chicago Partners Investment Group
Illinois
$7.1M +$83.1K +379 +1%
CWM
441
Circle Wealth Management
New Jersey
$7.08M +$32.3K +146 +0.5%
CA
442
Cornerstone Advisory
Maryland
$7.06M +$35.1K +159 +0.5%
NSIM
443
North Star Investment Management
Illinois
$7.02M +$195K +885 +3%
BFG
444
Bleakley Financial Group
New Jersey
$7M -$166K -751 -2%
ECM
445
Evergreen Capital Management
Washington
$6.92M +$264K +1,193 +4%
WF
446
Welch & Forbes
Massachusetts
$6.92M -$1.08M -4,872 -13%
CM
447
Cercano Management
Washington
$6.91M +$6.91M +31,284 New
GT
448
Greenleaf Trust
Michigan
$6.9M +$63K +285 +0.9%
CIA
449
Caerus Investment Advisors
Texas
$6.82M – – –
FNT
450
First National Trust
Pennsylvania
$6.81M -$23.9K -108 -0.3%
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