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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 %
EF
526
Empowered Funds
Pennsylvania
$5.96M +$5.96M +26,956 New
AWA
527
Arete Wealth Advisors
Illinois
$5.9M +$359K +1,620 +6%
KJHP
528
K.J. Harrison & Partners
Ontario, Canada
$5.9M +$1.99M +9,000 +51%
SWRP
529
Summit Wealth & Retirement Planning
California
$5.88M -$16.6K -75 -0.3%
PCA
530
Peddock Capital Advisors
Massachusetts
$5.86M +$64.1K +290 +1%
SPC
531
Sigma Planning Corp
Michigan
$5.86M -$3.78M -17,120 -39%
ECM
532
Engine Capital Management
New York
$5.84M -$2.21M -10,000 -27%
FA
533
Flagstar Advisors
New York
$5.83M +$107K +486 +2%
BWP
534
BSW Wealth Partners
Colorado
$5.83M +$5.83M +26,389 New
Arrowstreet Capital
535
Arrowstreet Capital
Massachusetts
$5.82M +$418K +1,893 +8%
WIA
536
Wealthedge Investment Advisors
New York
$5.81M +$5.81M +26,302 New
SWC
537
Spectrum Wealth Counsel
Indiana
$5.79M +$25.9K +117 +0.4%
SCA
538
Snowden Capital Advisors
New York
$5.79M +$726K +3,284 +14%
Principal Financial Group
539
Principal Financial Group
Iowa
$5.79M +$2.1M +9,508 +57%
FWIA
540
Fort Washington Investment Advisors
Ohio
$5.77M -$129K -585 -2%
SCM
541
Stordahl Capital Management
Colorado
$5.77M -$45.1K -204 -0.8%
CHC
542
City Holding Co
West Virginia
$5.77M +$249K +1,127 +5%
MFG
543
Merit Financial Group
Georgia
$5.74M +$1.8M +8,142 +46%
TC
544
TownSquare Capital
Utah
$5.71M +$2.1M +9,519 +58%
BFWA
545
Benchmark Financial Wealth Advisors
Florida
$5.7M -$46K -208 -0.8%
TWC
546
TD Waterhouse Canada
Ontario, Canada
$5.7M -$329K -1,489 -5%
CWG
547
Cornerstone Wealth Group
North Carolina
$5.7M +$2.88M +13,055 +103%
SBH
548
Segall Bryant & Hamill
Illinois
$5.66M +$2.57M +11,634 +83%
CI
549
Chartist Inc
California
$5.63M -$55K -249 -1%
IF
550
Intrua Financial
Texas
$5.62M +$3.21M +14,511 +133%
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