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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 %
WIM
551
WealthPlan Investment Management
Nebraska
$4.77M +$4.77M +21,613 New
TTWM
552
TCV Trust & Wealth Management
Virginia
$4.77M -$184K -832 -4%
AWC
553
Abundance Wealth Counselors
Pennsylvania
$4.77M +$4.77M +21,607 New
BWFA
554
Baltimore-Washington Financial Advisors
Maryland
$4.77M +$284K +1,286 +6%
AP
555
Appleton Partners
Massachusetts
$4.76M -$224K -1,014 -4%
WC
556
Woodstock Corp
Massachusetts
$4.75M -$167K -755 -3%
WI
557
Wintrust Investments
Illinois
$4.74M -$41.5M -188,078 -90%
PMA
558
Prudent Man Advisors
Illinois
$4.74M -$80.6K -365 -2%
SAM
559
Silvercrest Asset Management
New York
$4.73M -$1.53M -6,908 -24%
NP
560
NorthRock Partners
Minnesota
$4.72M +$17.5K +79 +0.4%
USB
561
Union Savings Bank
Connecticut
$4.72M -$122K -552 -3%
FTWA
562
Fifth Third Wealth Advisors
Ohio
$4.69M -$402K -1,822 -8%
Loomis, Sayles & Company
563
Loomis, Sayles & Company
Massachusetts
$4.69M +$3.91M +17,704 +503%
BRM
564
Boston Research & Management
Massachusetts
$4.65M – – –
BCG
565
BayBridge Capital Group
California
$4.64M +$397K +1,795 +9%
RA
566
Rockingstone Advisors
Massachusetts
$4.64M +$40.4K +183 +0.9%
CFB
567
Cullen/Frost Bankers
Texas
$4.63M -$21.9K -99 -0.5%
SOW
568
State of Wyoming
Wyoming
$4.62M +$1.49M +6,755 +48%
PCWA
569
Pacific Capital Wealth Advisors
California
$4.61M -$3.65M -16,526 -44%
AIP
570
Almanack Investment Partners
Pennsylvania
$4.6M -$290K -1,311 -6%
BHBT
571
Burke & Herbert Bank & Trust
Virginia
$4.6M -$157K -713 -3%
CGH
572
CMG Global Holdings
Texas
$4.54M +$64.7K +293 +1%
C
573
Certuity
Florida
$4.53M +$359K +1,624 +9%
HIP
574
HUB Investment Partners
Texas
$4.52M -$1.06M -4,781 -19%
Bank of Nova Scotia
575
Bank of Nova Scotia
Ontario, Canada
$4.47M -$2.76M -12,500 -38%
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