IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
526
Spire Wealth Management
Virginia
$4.66M +$3.04K +15 +0.1%
MAM
527
Marquette Asset Management
Minnesota
$4.63M -$41.6K -205 -0.9%
CF
528
Centaurus Financial
California
$4.6M +$649K +3,198 +16%
CGA
529
Crescent Grove Advisors
Illinois
$4.6M -$72.8K -359 -2%
AP
530
Appleton Partners
Massachusetts
$4.57M -$39.6K -195 -0.9%
CWM
531
C2C Wealth Management
Arizona
$4.57M -$25.4K -125 -0.6%
GF
532
Gries Financial
Ohio
$4.56M -$25K -123 -0.5%
TTWM
533
TCV Trust & Wealth Management
Virginia
$4.55M +$174K +857 +4%
WC
534
Woodstock Corp
Massachusetts
$4.51M -$103K -510 -2%
UL
535
Unionview LLC
Washington
$4.51M +$6.49K +32 +0.1%
AFS
536
Amtrust Financial Services
New York
$4.5M – – –
AIP
537
Almanack Investment Partners
Pennsylvania
$4.49M -$306K -1,508 -6%
SEI Investments
538
SEI Investments
Pennsylvania
$4.49M -$1.68M -8,266 -27%
NFC
539
Northeast Financial Consultants
Connecticut
$4.46M +$107K +525 +2%
ACA
540
Anchor Capital Advisors
Massachusetts
$4.45M -$121K -598 -3%
USB
541
Union Savings Bank
Connecticut
$4.45M +$26.4K +130 +0.6%
UWM
542
USAdvisors Wealth Management
Minnesota
$4.43M -$968K -4,769 -18%
PMA
543
Prudent Man Advisors
Illinois
$4.43M +$264K +1,301 +6%
BWA
544
Beam Wealth Advisors
Louisiana
$4.41M -$83.2K -410 -2%
PCTC
545
Perkins Coie Trust Company
Washington
$4.4M +$1.83K +9 +0%
BSG
546
Black Swift Group
Colorado
$4.39M +$4.39M +21,650 New
BHBT
547
Burke & Herbert Bank & Trust
Virginia
$4.37M +$4.37M +21,527 New
CW
548
CreativeOne Wealth
Kansas
$4.36M -$873K -4,304 -17%
WAS
549
Wealth Advisory Solutions
Indiana
$4.33M +$6.09K +30 +0.1%
NP
550
NorthRock Partners
Minnesota
$4.32M -$126K -621 -3%
20 21
22
23 24