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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
+$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$292M
5
DCP
Durable Capital Partners
Maryland
+$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$585M
2
Citigroup
Citigroup
New York
-$579M
3
Barclays
Barclays
United Kingdom
-$411M
4
SG Americas Securities
SG Americas Securities
New York
-$284M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
476
Fort Point Capital Partners
California
$6.22M -$70.5K -319 -1%
ATC
477
Argent Trust Co
Tennessee
$6.2M -$1.43M -6,489 -19%
BCWM
478
Bartlett & Co Wealth Management
Ohio
$6.2M +$54.1K +245 +0.9%
KWM
479
Kingsview Wealth Management
Oregon
$6.15M +$2.12M +9,577 +52%
PCIA
480
Prime Capital Investment Advisors
Kansas
$6.13M -$187K -847 -3%
AC
481
Albar Capital
United Kingdom
$6.09M +$6.09M +27,559 New
CFA
482
Capstone Financial Advisors
Illinois
$6.09M +$511K +2,315 +9%
AG
483
AlTi Global
New York
$6.07M -$43.3K -196 -0.7%
FNFDCM
484
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.06M -$59.6K -270 -1%
IBOK
485
Independence Bank of Kentucky
Kentucky
$6.06M +$691K +3,129 +13%
CCA
486
Cobblestone Capital Advisors
New York
$6.04M -$505K -2,285 -8%
SWM
487
Spire Wealth Management
Virginia
$6.03M +$964K +4,362 +19%
MA
488
Mutual Advisors
Nebraska
$6M -$7.16M -32,573 -54%
JWA
489
JFS Wealth Advisors
Pennsylvania
$5.96M +$746K +3,377 +14%
TWC
490
TD Waterhouse Canada
Ontario, Canada
$5.94M +$898K +4,127 +18%
BBHC
491
Brown Brothers Harriman & Co
New York
$5.93M +$5.3K +24 +0.1%
FWIA
492
Fort Washington Investment Advisors
Ohio
$5.9M -$1.03M -4,676 -15%
SWRP
493
Summit Wealth & Retirement Planning
California
$5.9M -$265K -1,199 -4%
CCB
494
Country Club Bank
Missouri
$5.89M +$39.7K +180 +0.7%
VAM
495
Vienna Asset Management
California
$5.85M +$1.95M +8,850 +50%
CRC
496
Curi RMB Capital
Illinois
$5.84M +$33.8K +153 +0.6%
TFCP
497
Twin Focus Capital Partners
Massachusetts
$5.81M -$91K -412 -2%
PCA
498
Peddock Capital Advisors
Massachusetts
$5.8M +$283K +1,283 +5%
American Century Companies
499
American Century Companies
Missouri
$5.79M +$1.83M +8,300 +46%
FSC
500
Full Sail Capital
Oklahoma
$5.78M -$314K -1,422 -5%
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