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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 %
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$8.49M +$150K +677 +2%
IFO
427
Independent Family Office
New York
$8.49M -$199K -900 -2%
FNT
428
First National Trust
Pennsylvania
$8.48M +$1.67M +7,559 +25%
EWM
429
Evercore Wealth Management
New York
$8.47M +$442 +2 +0%
MTWSIF
430
Mivtachim The Workers Social Insurance Fund
Israel
$8.44M +$8.44M +38,200 New
MA
431
Marquette Associates
Illinois
$8.36M +$77.6K +351 +0.9%
SLT
432
St Louis Trust
Missouri
$8.36M -$11.3K -51 -0.1%
AIM
433
Aspen Investment Management
Michigan
$8.34M +$558K +2,526 +7%
SWP
434
Strategic Wealth Partners
Ohio
$8.29M -$5.76M -25,488 -41%
GIA
435
Gladstone Institutional Advisory
Florida
$8.25M +$1.51M +6,821 +22%
AGAM
436
Audent Global Asset Management
California
$8.21M +$5.08M +22,995 +162%
OC
437
Oppenheimer & Co
New York
$8.21M -$840K -3,803 -9%
CAM
438
Carret Asset Management
New York
$8.2M +$209K +948 +3%
BPWM
439
Badgley Phelps Wealth Managers
Washington
$8.16M +$854K +3,864 +12%
PVI
440
Pine Valley Investments
New Jersey
$8.14M -$245K -1,107 -3%
FTS
441
Fifth Third Securities
Ohio
$8.12M +$351K +1,589 +5%
BFS
442
Bradley Foster & Sargent
Connecticut
$8.11M +$868K +3,929 +12%
BAM
443
Belpointe Asset Management
Nevada
$8.1M +$1.67M +7,584 +26%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$8.01M -$152K -690 -2%
GPW
445
Gray Private Wealth
Massachusetts
$8.01M +$45.7K +207 +0.6%
AWM
446
Atticus Wealth Management
Florida
$8.01M +$144K +650 +2%
GIP
447
Granite Investment Partners
California
$8M +$7.85M +35,524 +5,148%
BFM
448
Boston Financial Management
Massachusetts
$7.93M +$2.23M +10,089 +39%
LSAG
449
Lake Street Advisors Group
New Hampshire
$7.84M +$1.09M +4,922 +16%
NB
450
NBT Bank
New York
$7.82M +$35.1K +159 +0.5%
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