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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 %
CFS
451
Commonwealth Financial Services
West Virginia
$6.79M -$5.05M -23,160 -43%
NCG
452
Newport Capital Group
New Jersey
$6.77M +$66.9K +303 +1%
EWA
453
Evolution Wealth Advisors
Florida
$6.76M -$824K -3,730 -11%
LSAG
454
Lake Street Advisors Group
New Hampshire
$6.75M +$1.57M +7,102 +30%
GIA
455
Gladstone Institutional Advisory
Florida
$6.74M +$9.72K +44 +0.1%
State of Wisconsin Investment Board
456
State of Wisconsin Investment Board
Wisconsin
$6.72M +$608K +2,752 +10%
SI
457
Symmetry Investments
Jersey
$6.65M +$6.65M +30,106 New
LT
458
Legacy Trust
Michigan
$6.65M +$42K +190 +0.6%
MCCA
459
Mill Creek Capital Advisors
Pennsylvania
$6.63M +$212K +960 +3%
PG
460
Proffitt & Goodson
Tennessee
$6.6M -$2.64M -11,947 -29%
LL
461
LPWM LLC
Minnesota
$6.56M +$119K +549 +2%
IMPI
462
Ilmarinen Mutual Pension Insurance
Finland
$6.56M – – –
AMG
463
Advisors Management Group
Wisconsin
$6.54M +$55.9K +253 +0.9%
CBB
464
Citizens Business Bank
California
$6.52M +$123K +555 +2%
BMM
465
Berkshire Money Management
Massachusetts
$6.52M +$250K +1,132 +4%
GWM
466
Geneos Wealth Management
Colorado
$6.49M +$212K +960 +3%
CCFCSB
467
Cape Cod Five Cents Savings Bank
Massachusetts
$6.47M -$25.6K -116 -0.4%
BAM
468
Belpointe Asset Management
Nevada
$6.46M +$1M +4,538 +18%
CAIMH
469
Central Asset Investments & Management Holdings
Hong Kong
$6.43M +$6.43M +29,100 New
CCFM
470
Clear Creek Financial Management
Washington
$6.37M +$427K +1,932 +7%
GLA
471
Good Life Advisors
Pennsylvania
$6.34M +$4.06M +18,392 +179%
VVP
472
Venture Visionary Partners
Ohio
$6.33M +$170K +770 +3%
RPC
473
Rossmore Private Capital
Connecticut
$6.31M -$45.3K -205 -0.7%
IA
474
IFG Advisory
Georgia
$6.26M +$594K +2,688 +10%
NEPWA
475
New England Private Wealth Advisors
Massachusetts
$6.26M -$68.5K -310 -1%
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