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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 %
GCP
601
Garda Capital Partners
Minnesota
$4.16M +$3.42M +15,489 +463%
CNBT
602
Canandaigua National Bank & Trust
New York
$4.15M -$30.3K -137 -0.7%
CIC
603
Carnegie Investment Counsel
Ohio
$4.15M +$564K +2,552 +16%
CAGAS
604
Capital Advisory Group Advisory Services
Minnesota
$4.14M +$156K +707 +4%
SFG
605
Sunburst Financial Group
Alabama
$4.14M -$7.51K -34 -0.2%
MYIA
606
Mount Yale Investment Advisors
Colorado
$4.13M +$30.9K +140 +0.8%
BAWM
607
Bennett Associates Wealth Management
Pennsylvania
$4.13M -$276K -1,249 -6%
FRM
608
Fox Run Management
Connecticut
$4.13M +$4.13M +18,677 New
AWM
609
AE Wealth Management
Kansas
$4.12M -$32.2M -145,664 -89%
PWMG
610
Pinnacle Wealth Management Group
Michigan
$4.1M +$106K +482 +3%
GAG
611
GM Advisory Group
New York
$4.1M +$395K +1,786 +11%
AI
612
Atria Investments
North Carolina
$4.09M -$2.69M -12,176 -40%
PPFA
613
Provida Pension Fund Administrator
Chile
$4.08M – – –
NIP
614
Nicholas Investment Partners
California
$4.08M +$4.08M +18,449 New
OHWP
615
Oak Harbor Wealth Partners
North Carolina
$4.06M +$210K +949 +5%
AAM
616
Aureus Asset Management
Massachusetts
$4.06M -$62.1K -281 -2%
NP
617
Nilsine Partners
Colorado
$4.04M +$3.61M +16,329 +837%
CW
618
Channel Wealth
California
$4.04M +$3.05M +13,817 +310%
EWM
619
Evermay Wealth Management
Virginia
$4.03M -$669K -3,030 -14%
NMC
620
Nine Masts Capital
Hong Kong
$4.03M +$4.03M +18,225 New
SJIM
621
St. Johns Investment Management
Florida
$4.02M -$137K -619 -3%
AWA
622
Aaron Wealth Advisors
Illinois
$4.02M +$3.76K +17 +0.1%
FWM
623
FFT Wealth Management
Pennsylvania
$4.01M -$135K -611 -3%
PCTC
624
Perkins Coie Trust Company
Washington
$4.01M -$783K -3,544 -16%
LWM
625
Lyell Wealth Management
California
$4M -$211K -957 -5%
23 24
25
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