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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,191 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
2,191
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.76%
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 %
MYIA
601
Mount Yale Investment Advisors
Colorado
$4.32M -$53K -252 -1%
PMA
602
Prudent Man Advisors
Illinois
$4.32M -$210K -999 -5%
FMTC
603
Farmers & Merchants Trust Company
California
$4.31M +$196K +932 +5%
SFG
604
Summit Financial Group
West Virginia
$4.25M +$609K +2,898 +17%
RIA
605
Realta Investment Advisors
Delaware
$4.23M -$75.1K -357 -2%
ACM
606
Alight Capital Management
New York
$4.21M -$6.31M -30,000 -60%
SCM
607
Stevens Capital Management
Pennsylvania
$4.19M +$4.19M +19,900 New
WP
608
WealthPLAN Partners
Nebraska
$4.17M +$3.43M +16,299 +460%
CGH
609
CMG Global Holdings
Texas
$4.13M – – –
WCM
610
Windham Capital Management
Massachusetts
$4.12M +$14.3K +68 +0.3%
HIF
611
Hill Island Financial
Michigan
$4.1M -$1.06M -5,051 -21%
BAWM
612
Bennett Associates Wealth Management
Pennsylvania
$4.1M -$1.53M -7,280 -27%
CF
613
Centaurus Financial
California
$4.09M -$48.2K -229 -1%
EC
614
Estate Counselors
Wisconsin
$4.09M +$1.67M +7,935 +69%
WWC
615
Waypoint Wealth Counsel
Georgia
$4.09M +$294K +1,398 +8%
RPWA
616
Regent Peak Wealth Advisors
Georgia
$4.08M -$35.8K -170 -0.9%
PA
617
PFG Advisors
Arizona
$4.08M +$81.2K +386 +2%
TWC
618
TD Waterhouse Canada
Ontario, Canada
$4.04M -$1.08M -4,669 -21%
FAM
619
Forte Asset Management
New York
$4.04M +$127K +606 +3%
C
620
Certuity
Florida
$4.04M +$91.3K +434 +2%
PRA
621
Pine Ridge Advisers
New York
$4.03M – – –
SJIM
622
St. Johns Investment Management
Florida
$4.01M -$536K -2,549 -12%
LWM
623
Lyell Wealth Management
California
$3.99M +$1.01M +4,798 +34%
AGAM
624
Audent Global Asset Management
California
$3.99M +$341K +1,621 +9%
BFPW
625
BOK Financial Private Wealth
Colorado
$3.96M +$63.9K +304 +2%
23 24
25
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