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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 %
AWE
451
Avidian Wealth Enterprises
Texas
$7.76M -$207K -939 -3%
HAFG
452
Hansen & Associates Financial Group
California
$7.75M +$7.75M +34,860 New
JIR
453
James Investment Research
Ohio
$7.75M +$80.2K +363 +1%
FT
454
Fiduciary Trust
Massachusetts
$7.68M -$93.9K -425 -1%
CWM
455
Circle Wealth Management
New Jersey
$7.63M +$539K +2,439 +8%
IA
456
IFG Advisory
Georgia
$7.55M +$1.29M +5,833 +21%
PAM
457
Palisade Asset Management
Minnesota
$7.53M -$20.1K -91 -0.3%
FCBT
458
First Citizens Bank & Trust
North Carolina
$7.52M -$384K -1,740 -5%
FCI
459
Financial Counselors Inc
Kansas
$7.52M -$8.62K -39 -0.1%
GCP
460
Garda Capital Partners
Minnesota
$7.48M +$3.32M +15,013 +80%
CA
461
Cornerstone Advisory
Maryland
$7.47M +$247K +1,094 +3%
DFA
462
DHJJ Financial Advisors
Illinois
$7.47M -$19K -86 -0.3%
BCM
463
Becker Capital Management
Oregon
$7.42M -$11K -50 -0.1%
Mirae Asset Global ETFs Holdings
464
Mirae Asset Global ETFs Holdings
Hong Kong
$7.4M +$7.4M +33,500 New
CCWA
465
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.4M -$1.4M -6,323 -16%
JFG
466
JMG Financial Group
Illinois
$7.4M -$3.09K -14 -0%
BP
467
Ballentine Partners
Massachusetts
$7.4M -$7.29K -33 -0.1%
CMBA
468
C.M. Bidwell & Associates
Hawaii
$7.39M +$36K +163 +0.5%
ECM
469
Evergreen Capital Management
Washington
$7.34M +$414K +1,874 +6%
CWP
470
Corepath Wealth Partners
Arizona
$7.17M +$89.9K +409 +1%
CPIG
471
Chicago Partners Investment Group
Illinois
$7.17M -$13.3K -60 -0.2%
DBIA
472
Dumont & Blake Investment Advisors
New Jersey
$7.13M -$67.8K -307 -0.9%
BHCM
473
Brevan Howard Capital Management
Jersey
$7.13M -$2.44M -11,027 -25%
MCWS
474
McKinley Carter Wealth Services
West Virginia
$7.13M -$46.8K -212 -0.7%
KA
475
Klingman & Associates
New York
$7.1M -$217K -984 -3%
17 18
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