IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,497 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
2,497
Holders Change
+266
Holders Change %
+11.92%
% of All Funds
33.24%
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 %
PA
476
PFW Advisors
Georgia
$7.01M +$7.01M +31,720 New
BFG
477
Bleakley Financial Group
New Jersey
$6.99M -$10.6K -48 -0.2%
PCIA
478
Prime Capital Investment Advisors
Kansas
$6.98M +$849K +3,841 +14%
NSIM
479
North Star Investment Management
Illinois
$6.97M -$49.5K -224 -0.7%
SWP
480
Summit Wealth Partners
Florida
$6.97M -$349K -1,581 -5%
CM
481
Cercano Management
Washington
$6.91M – – –
NCG
482
Newport Capital Group
New Jersey
$6.91M +$133K +601 +2%
Financial Engines Advisors
483
Financial Engines Advisors
California
$6.91M -$820K -3,712 -11%
DWT
484
Dorsey & Whitney Trust
South Dakota
$6.85M +$2.53M +11,471 +59%
CIA
485
Caerus Investment Advisors
Texas
$6.82M -$9.28K -42 -0.1%
LL
486
LPWM LLC
Minnesota
$6.78M +$72K +326 +1%
BWP
487
Burling Wealth Partners
Illinois
$6.75M +$6.75M +30,534 New
LT
488
Legacy Trust
Michigan
$6.72M +$65.2K +295 +1%
MCCA
489
Mill Creek Capital Advisors
Pennsylvania
$6.68M +$45.7K +207 +0.7%
AMG
490
Advisors Management Group
Wisconsin
$6.68M +$140K +632 +2%
WF
491
Welch & Forbes
Massachusetts
$6.66M -$257K -1,163 -4%
GT
492
Greenleaf Trust
Michigan
$6.62M -$280K -1,268 -4%
CCM
493
Coldstream Capital Management
Washington
$6.62M -$1.02M -4,623 -13%
CWM
494
Connecticut Wealth Management
Connecticut
$6.59M -$1.07M -4,826 -14%
CFLC
495
California First Leasing Corp
California
$6.56M +$972K +4,400 +17%
IMPI
496
Ilmarinen Mutual Pension Insurance
Finland
$6.56M – – –
CBB
497
Citizens Business Bank
California
$6.56M -$975K -3,824 -13%
GWM
498
Geneos Wealth Management
Colorado
$6.55M +$55.2K +250 +0.9%
PG
499
Proffitt & Goodson
Tennessee
$6.48M -$114K -518 -2%
IBOK
500
Independence Bank of Kentucky
Kentucky
$6.48M +$418K +1,891 +7%
18 19
20
21 22