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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 %
EWM
551
Evermay Wealth Management
Virginia
$4.31M -$65.1K -321 -1%
PTC
552
Private Trust Company
Ohio
$4.28M -$25.8K -127 -0.6%
CFB
553
Cullen/Frost Bankers
Texas
$4.27M +$102K +505 +2%
BRM
554
Boston Research & Management
Massachusetts
$4.27M – – –
FWP
555
FAS Wealth Partners
Kansas
$4.25M -$28K -138 -0.7%
PA
556
Parallel Advisors
California
$4.25M -$183K -904 -4%
RA
557
Rockingstone Advisors
Massachusetts
$4.22M +$53.2K +262 +1%
PIWA
558
Prevail Innovative Wealth Advisors
Kansas
$4.17M +$830K +4,091 +25%
BWFA
559
Baltimore-Washington Financial Advisors
Maryland
$4.12M +$571K +2,814 +16%
CGH
560
CMG Global Holdings
Texas
$4.11M +$123K +607 +3%
LGW
561
Leslie Global Wealth
Illinois
$4.1M +$4.1M +20,216 New
AIC
562
Archer Investment Corporation
Indiana
$4.09M -$125K -615 -3%
BAWM
563
Bennett Associates Wealth Management
Pennsylvania
$4.04M +$91.1K +449 +2%
FPAS
564
Focus Partners Advisor Solutions
Missouri
$4.04M -$255K -1,255 -6%
EWA
565
Exencial Wealth Advisors
Oklahoma
$4.01M -$1.43M -7,037 -26%
PA
566
PFG Advisors
Arizona
$3.99M +$54.4K +268 +1%
BRWA
567
B. Riley Wealth Advisors
Florida
$3.98M -$222K -1,092 -5%
RG
568
Rathbones Group
United Kingdom
$3.97M +$523K +2,580 +15%
HIF
569
Hill Island Financial
Michigan
$3.97M +$11.2K +55 +0.3%
SA
570
SpiderRock Advisors
Delaware
$3.95M +$504K +2,485 +15%
FMTC
571
Farmers & Merchants Trust Company
California
$3.94M -$215K -1,058 -5%
WWC
572
Waypoint Wealth Counsel
Georgia
$3.93M -$13.4K -66 -0.3%
WCM
573
Windham Capital Management
Massachusetts
$3.93M -$44.2K -218 -1%
AI
574
Auour Investments
Massachusetts
$3.92M +$103K +509 +3%
BCG
575
BayBridge Capital Group
California
$3.9M +$192K +944 +5%
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