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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 %
GF
576
Gries Financial
Ohio
$5.15M +$184K +834 +4%
MC
577
Mount Capital
United Kingdom
$5.1M – – –
WJWM
578
Williams Jones Wealth Management
New York
$5.1M -$216K -976 -4%
WWC
579
Waypoint Wealth Counsel
Georgia
$5.09M +$734K +3,321 +17%
MA
580
Mutual Advisors
Nebraska
$5.06M -$1.07M -4,746 -17%
NAS
581
NWF Advisory Services
California
$5.04M +$5.04M +22,799 New
FCM
582
Fire Capital Management
California
$5.04M +$5.04M +22,790 New
PA
583
Parallel Advisors
California
$5.03M +$576K +2,608 +13%
PWP
584
Pursue Wealth Partners
California
$5.03M -$4.86K -22 -0.1%
CWM
585
C2C Wealth Management
Arizona
$5.02M – – –
CGH
586
CMG Global Holdings
Texas
$5.01M +$321K +1,407 +7%
CSP
587
Cary Street Partners
Virginia
$5M +$5M +22,628 New
BWFA
588
Baltimore-Washington Financial Advisors
Maryland
$5M +$228K +1,030 +5%
CW
589
Channel Wealth
California
$5M +$960K +4,343 +24%
PTC
590
Private Trust Company
Ohio
$4.98M -$223K -1,008 -4%
CGA
591
Crescent Grove Advisors
Illinois
$4.96M +$21.2K +96 +0.4%
RG
592
Rathbones Group
United Kingdom
$4.96M +$515K +2,331 +12%
UL
593
Unionview LLC
Washington
$4.94M +$13K +59 +0.3%
Pictet Asset Management
594
Pictet Asset Management
Switzerland
$4.93M +$4.93M +22,325 New
HIP
595
HUB Investment Partners
Texas
$4.93M +$410K +1,857 +9%
WI
596
Wintrust Investments
Illinois
$4.93M +$186K +843 +4%
IAS
597
Insigneo Advisory Services
Florida
$4.92M +$1.13M +5,135 +30%
BCG
598
BayBridge Capital Group
California
$4.91M +$270K +1,223 +6%
AFS
599
Amtrust Financial Services
New York
$4.91M – – –
ACA
600
Aptus Capital Advisors
Alabama
$4.9M +$482K +2,183 +11%
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