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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,192 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
2,192
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.77%
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 %
BWA
576
Beam Wealth Advisors
Louisiana
$4.66M -$15.8K -75 -0.3%
DAM
577
Deltec Asset Management
New York
$4.64M -$175K -830 -4%
PL
578
Parkwood LLC
Ohio
$4.64M +$4.64M +22,040 New
NP
579
NorthRock Partners
Minnesota
$4.61M -$46.1K -219 -1%
PA
580
Parallel Advisors
California
$4.59M +$746K +3,547 +19%
IBOK
581
Independence Bank of Kentucky
Kentucky
$4.59M +$81.6K +388 +2%
USB
582
Union Savings Bank
Connecticut
$4.58M -$16.8K -80 -0.4%
PCTC
583
Perkins Coie Trust Company
Washington
$4.56M -$115K -548 -2%
TTWM
584
TCV Trust & Wealth Management
Virginia
$4.54M -$9.46K -45 -0.2%
EWM
585
Evermay Wealth Management
Virginia
$4.54M +$1.7M +8,103 +60%
NFC
586
Northeast Financial Consultants
Connecticut
$4.51M +$135K +641 +3%
Walleye Capital
587
Walleye Capital
New York
$4.5M +$4.5M +21,411 New
WAS
588
Wealth Advisory Solutions
Indiana
$4.49M -$315K -1,500 -7%
OLVIG
589
Oliver Lagore Vanvalin Investment Group
Michigan
$4.48M +$4.43M +21,066 +8,669%
Kayne Anderson Rudnick Investment Management
590
Kayne Anderson Rudnick Investment Management
California
$4.48M -$18.8M -89,475 -81%
PTC
591
Private Trust Company
Ohio
$4.47M +$435K +2,070 +11%
MCP
592
Mirador Capital Partners
California
$4.47M +$3.97M +18,900 +809%
WCM
593
WealthBridge Capital Management
Ohio
$4.46M -$8.83K -42 -0.2%
FPAS
594
Focus Partners Advisor Solutions
Missouri
$4.45M +$2.48M +11,798 +126%
FWP
595
FAS Wealth Partners
Kansas
$4.43M +$74K +352 +2%
BRM
596
Boston Research & Management
Massachusetts
$4.42M -$3.57K -17 -0.1%
AIC
597
Archer Investment Corporation
Indiana
$4.37M -$295K -1,402 -6%
IFWM
598
Institute for Wealth Management
Colorado
$4.33M +$1.36M +6,447 +46%
RA
599
Rockingstone Advisors
Massachusetts
$4.32M -$24.2K -115 -0.6%
CFB
600
Cullen/Frost Bankers
Texas
$4.32M -$65.4K -311 -1%
22 23
24
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