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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,231 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, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
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
776
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 %
PTC
526
Private Trust Company
Ohio
$5.2M +$537K +2,429 +12%
SSA
527
Schonfeld Strategic Advisors
New York
$5.16M -$40.6M -183,742 -89%
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$5.15M -$72.7K -329 -1%
CW
529
CreativeOne Wealth
Kansas
$5.14M +$396K +1,793 +8%
MC
530
Mount Capital
United Kingdom
$5.09M – – –
SCA
531
Snowden Capital Advisors
New York
$5.06M +$1.29M +5,824 +34%
FMC
532
First Merchants Corp
Indiana
$5.04M -$290K -1,311 -5%
PWP
533
Pursue Wealth Partners
California
$5.03M +$3.22M +14,590 +178%
PAMP
534
Polar Asset Management Partners
Ontario, Canada
$5.01M -$16.6M -75,000 -77%
UWM
535
USAdvisors Wealth Management
Minnesota
$5.01M +$199K +903 +4%
FWP
536
FAS Wealth Partners
Kansas
$4.98M +$353K +1,599 +8%
FIA
537
Foundations Investment Advisors
Arizona
$4.97M +$2.9M +13,128 +140%
GF
538
Gries Financial
Ohio
$4.96M -$1.1K -5 -0%
CWM
539
C2C Wealth Management
Arizona
$4.95M +$44.6K +205 +0.9%
CGA
540
Crescent Grove Advisors
Illinois
$4.94M -$65.8K -298 -1%
AMI
541
Amica Mutual Insurance
Rhode Island
$4.94M -$4.48M -20,285 -48%
UL
542
Unionview LLC
Washington
$4.92M +$14.8K +67 +0.3%
MAM
543
Marquette Asset Management
Minnesota
$4.92M -$125K -568 -2%
BWA
544
Beam Wealth Advisors
Louisiana
$4.91M +$103K +467 +2%
AFS
545
Amtrust Financial Services
New York
$4.9M – – –
AC
546
Addenda Capital
Quebec, Canada
$4.88M -$199K -900 -4%
NFC
547
Northeast Financial Consultants
Connecticut
$4.88M +$26.5K +120 +0.5%
WAS
548
Wealth Advisory Solutions
Indiana
$4.88M +$157K +710 +3%
ACA
549
Anchor Capital Advisors
Massachusetts
$4.85M -$1.55K -7 -0%
PA
550
PFG Advisors
Arizona
$4.83M +$493K +2,230 +11%
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