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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 %
CCFCSB
501
Cape Cod Five Cents Savings Bank
Massachusetts
$6.47M – – –
VVP
502
Venture Visionary Partners
Ohio
$6.47M +$142K +642 +2%
RPC
503
Rossmore Private Capital
Connecticut
$6.43M +$112K +507 +2%
ACB
504
Aristotle Capital Boston
Massachusetts
$6.39M -$2.96M -13,393 -32%
FPCP
505
Fort Point Capital Partners
California
$6.33M +$111K +503 +2%
CFS
506
Commonwealth Financial Services
West Virginia
$6.32M -$564K -2,553 -8%
PCM
507
Palisade Capital Management
New Jersey
$6.3M +$6.3M +28,528 New
NEPWA
508
New England Private Wealth Advisors
Massachusetts
$6.27M +$15.5K +70 +0.2%
EC
509
Estate Counselors
Wisconsin
$6.26M +$4.68M +21,200 +298%
ATC
510
Argent Trust Co
Tennessee
$6.25M +$50.6K +229 +0.8%
American Century Companies
511
American Century Companies
Missouri
$6.25M +$464K +2,100 +8%
CRC
512
Curi RMB Capital
Illinois
$6.23M +$392K +1,774 +7%
JWA
513
JFS Wealth Advisors
Pennsylvania
$6.22M +$256K +1,157 +4%
SPP
514
Single Point Partners
Massachusetts
$6.2M +$6.2M +28,037 New
CFA
515
Capstone Financial Advisors
Illinois
$6.17M +$86K +389 +1%
SWM
516
Spire Wealth Management
Virginia
$6.1M +$62.5K +283 +1%
AG
517
AlTi Global
New York
$6.09M +$15.5K +70 +0.3%
KWM
518
Kingsview Wealth Management
Oregon
$6.09M -$60.8K -275 -1%
BBHC
519
Brown Brothers Harriman & Co
New York
$6.03M +$103K +466 +2%
FNFDCM
520
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.03M -$34.7K -157 -0.6%
CCA
521
Cobblestone Capital Advisors
New York
$6.03M -$9.72K -44 -0.2%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$6.03M -$171K -776 -3%
MWM
523
Modern Wealth Management
Kansas
$6M +$5.12M +23,189 +588%
CAIMH
524
Central Asset Investments & Management Holdings
Hong Kong
$5.99M -$442K -2,000 -7%
PIMJS
525
PKO Investment Management Joint-Stock
Poland
$5.97M +$5.97M +27,000 New
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