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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,191 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 819 increasing their positions, 837 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,191
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.76%
Holding in Top 10
191
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.33%
% of All Funds
2.77%
New
201
Increased
819
Reduced
837
Closed
179
Calls
$56.1B
Puts
$98.2B
Net Calls
-$42.1B
Net Calls Change
-$9.37B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.14B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$648M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$513M
4
N
Natixis
France
+$442M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$394M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.2B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$878M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$843M
4
GBWM
Granite Bay Wealth Management
New Hampshire
-$819M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
551
Riggs Asset Management
Pennsylvania
$5.08M +$4.36M +20,713 +601%
CH
552
Canton Hathaway
Rhode Island
$5.05M – – –
XF
553
XML Financial
Maryland
$5.02M +$58.9K +280 +1%
SHWM
554
Smith & Howard Wealth Management
Georgia
$5.02M +$286K +1,358 +6%
JWA
555
JFS Wealth Advisors
Pennsylvania
$4.99M +$664K +3,158 +15%
AIP
556
Almanack Investment Partners
Pennsylvania
$4.98M +$226K +1,074 +5%
CHC
557
City Holding Co
West Virginia
$4.89M +$3.15K +15 +0.1%
MC
558
Mount Capital
United Kingdom
$4.86M – – –
SIM
559
Strategic Investment Management
Virginia
$4.85M – – –
MAM
560
Marquette Asset Management
Minnesota
$4.85M -$83.5K -397 -2%
CGA
561
Crescent Grove Advisors
Illinois
$4.84M +$550K +2,613 +13%
ECM
562
Engine Capital Management
New York
$4.83M -$2.1M -10,000 -30%
SWM
563
Spire Wealth Management
Virginia
$4.82M +$726K +3,454 +18%
WC
564
Woodstock Corp
Massachusetts
$4.78M -$44.4K -211 -0.9%
AP
565
Appleton Partners
Massachusetts
$4.78M -$506K -2,408 -10%
AC
566
Addenda Capital
Quebec, Canada
$4.77M -$421K -2,000 -8%
CWM
567
C2C Wealth Management
Arizona
$4.77M -$111K -526 -2%
GF
568
Gries Financial
Ohio
$4.75M +$13.2K +63 +0.3%
ACA
569
Anchor Capital Advisors
Massachusetts
$4.74M +$12.2K +58 +0.3%
IA
570
IFG Advisory
Georgia
$4.74M +$1.01M +4,823 +27%
VAS
571
Vestmark Advisory Solutions
Massachusetts
$4.71M +$3.43M +16,306 +267%
IAIM
572
International Assets Investment Management
Florida
$4.7M +$65.2K +313 +1%
IAMOG
573
Investors Asset Management of Georgia
Georgia
$4.69M +$3.82M +18,184 +443%
AFS
574
Amtrust Financial Services
New York
$4.67M – – –
UL
575
Unionview LLC
Washington
$4.66M +$1.47K +7 +0%
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