IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,191 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 819 increasing their positions, 837 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,191
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.76%
Holding in Top 10
191
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.33%
% of All Funds
2.77%
New
201
Increased
819
Reduced
837
Closed
179
Calls
$56.1B
Puts
$98.2B
Net Calls
-$42.1B
Net Calls Change
-$9.37B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$6.6B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.82B
3
AllianceBernstein
AllianceBernstein
Tennessee
$718M
4
N
Natixis
France
$442M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$759M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.46B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$937M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.92B
4
GBWM
Granite Bay Wealth Management
New Hampshire
$1.5M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
501
New England Private Wealth Advisors
Massachusetts
$5.96M +$12.1K +58 +0.2%
BFM
502
Boston Financial Management
Massachusetts
$5.93M -$44.8K -213 -0.7%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$5.92M -$78.9K -375 -1%
ECM
504
Evergreen Capital Management
Washington
$5.92M +$505K +2,400 +9%
LL
505
LPWM LLC
Minnesota
$5.91M +$151K +751 +3%
AWE
506
Avidian Wealth Enterprises
Texas
$5.91M -$1.93M -9,185 -25%
SWRP
507
Summit Wealth & Retirement Planning
California
$5.91M -$29.4K -140 -0.5%
CCB
508
Country Club Bank
Missouri
$5.89M +$110K +525 +2%
FNFDCM
509
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.85M -$114K -544 -2%
VVP
510
Venture Visionary Partners
Ohio
$5.84M +$106K +504 +2%
FSC
511
Full Sail Capital
Oklahoma
$5.8M -$114K -544 -2%
PCA
512
Peddock Capital Advisors
Massachusetts
$5.77M -$10.3K -49 -0.2%
CCFM
513
Clear Creek Financial Management
Washington
$5.75M -$53.8K -256 -0.9%
VFPI
514
Vantage Financial Partners (Illinois)
Illinois
$5.75M -$5.43M -25,800 -49%
AG
515
AlTi Global
New York
$5.74M -$37.2K -177 -0.6%
BMM
516
Berkshire Money Management
Massachusetts
$5.73M +$435K +2,069 +8%
AIG
517
American International Group
New York
$5.7M -$3.55M -16,900 -38%
SCM
518
Stordahl Capital Management
Colorado
$5.7M -$103K -492 -2%
BPC
519
Banque Pictet & Cie
Switzerland
$5.66M -$254K -1,210 -4%
EWA
520
Exencial Wealth Advisors
Oklahoma
$5.63M -$404K -1,922 -7%
BBHC
521
Brown Brothers Harriman & Co
New York
$5.63M +$765K +3,639 +16%
FRM
522
Fox Run Management
Connecticut
$5.63M +$1.22M +5,800 +28%
WS
523
Wedbush Securities
California
$5.63M +$1.08M +5,131 +24%
BFWA
524
Benchmark Financial Wealth Advisors
Florida
$5.62M -$184K -875 -3%
TFCP
525
Twin Focus Capital Partners
Massachusetts
$5.62M -$10.5K -50 -0.2%
19 20
21
22 23