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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 %
SWC
501
Spectrum Wealth Counsel
Indiana
$5.77M +$5.74M +26,008 +28,270%
BFWA
502
Benchmark Financial Wealth Advisors
Florida
$5.75M -$58.1K -263 -1%
SCM
503
Stordahl Capital Management
Colorado
$5.74M +$161K +738 +3%
FA
504
Flagstar Advisors
New York
$5.72M -$200K -905 -3%
BFM
505
Boston Financial Management
Massachusetts
$5.7M -$453K -2,052 -7%
MCM
506
MV Capital Management
Maryland
$5.68M +$213K +966 +4%
CI
507
Chartist Inc
California
$5.68M -$91K -412 -2%
TCM
508
Triumph Capital Management
Colorado
$5.67M -$846K -3,832 -13%
CFLC
509
California First Leasing Corp
California
$5.59M +$5.59M +25,305 New
ARC
510
Advisor Resource Council
Texas
$5.59M +$1.18M +5,351 +27%
BIM
511
Bridges Investment Management
Nebraska
$5.54M +$4.42K +20 +0.1%
CHC
512
City Holding Co
West Virginia
$5.52M +$321K +1,453 +6%
AWA
513
Arete Wealth Advisors
Illinois
$5.51M +$5.51M +25,015 New
VCM
514
Verger Capital Management
North Carolina
$5.49M -$409K -1,853 -7%
PCG
515
Prosperity Consulting Group
Maryland
$5.46M -$267K -1,209 -5%
CF
516
Centaurus Financial
California
$5.44M +$436K +1,975 +9%
Arrowstreet Capital
517
Arrowstreet Capital
Massachusetts
$5.4M +$268K +1,214 +5%
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$5.39M -$3.8M -17,218 -41%
CH
519
Canton Hathaway
Rhode Island
$5.39M +$77.3K +350 +1%
LGW
520
Leslie Global Wealth
Illinois
$5.37M +$907K +4,108 +20%
YIA
521
YHB Investment Advisors
Connecticut
$5.37M -$8.39K -38 -0.2%
WJWM
522
Williams Jones Wealth Management
New York
$5.32M -$40.6K -184 -0.8%
SHWM
523
Smith & Howard Wealth Management
Georgia
$5.31M +$67.2K +304 +1%
EW
524
Evoke Wealth
California
$5.31M +$4.86M +22,024 +1,095%
IAMOG
525
Investors Asset Management of Georgia
Georgia
$5.21M -$3.68M -16,649 -41%
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