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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 %
CCB
551
Country Club Bank
Missouri
$5.6M -$293K -1,326 -5%
BIM
552
Bridges Investment Management
Nebraska
$5.6M +$52.1K +236 +0.9%
TFCP
553
Twin Focus Capital Partners
Massachusetts
$5.6M -$212K -960 -4%
SI
554
Symmetry Investments
Jersey
$5.58M -$1.08M -4,874 -16%
TCM
555
TABR Capital Management
California
$5.55M +$5.55M +25,124 New
TCM
556
Triumph Capital Management
Colorado
$5.5M -$175K -793 -3%
VCM
557
Verger Capital Management
North Carolina
$5.5M +$8.62K +39 +0.2%
CB
558
Chris Bulman
California
$5.44M +$5.44M +24,635 New
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$5.44M +$293K +1,324 +6%
CG
560
Corundum Group
Colorado
$5.4M +$1.93M +8,755 +56%
CH
561
Canton Hathaway
Rhode Island
$5.39M – – –
CW
562
CreativeOne Wealth
Kansas
$5.38M +$236K +1,066 +5%
Prudential Financial
563
Prudential Financial
New Jersey
$5.38M -$7.78M -35,196 -59%
IAMOG
564
Investors Asset Management of Georgia
Georgia
$5.36M +$157K +712 +3%
PAS
565
Park Avenue Securities
New York
$5.36M +$1.1M +4,977 +26%
EW
566
Evoke Wealth
California
$5.32M +$8.62K +39 +0.2%
YIA
567
YHB Investment Advisors
Connecticut
$5.31M -$57.2K -259 -1%
FSC
568
Full Sail Capital
Oklahoma
$5.31M -$472K -2,138 -8%
FTWA
569
Fifth Third Wealth Advisors
Ohio
$5.27M +$576K +2,608 +12%
SAM
570
Silvercrest Asset Management
New York
$5.25M +$521K +2,359 +11%
SHWM
571
Smith & Howard Wealth Management
Georgia
$5.24M -$70.3K -318 -1%
PCTC
572
Perkins Coie Trust Company
Washington
$5.24M +$1.22M +5,535 +30%
GCWM
573
Guided Capital Wealth Management
Texas
$5.21M +$5.21M +23,564 New
CRM
574
Cramer Rosenthal McGlynn
Connecticut
$5.2M +$5.2M +23,518 New
PCG
575
Prosperity Consulting Group
Maryland
$5.18M -$289K -1,307 -5%
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