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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 %
MAM
601
Marquette Asset Management
Minnesota
$4.89M -$25.4K -115 -0.5%
Loomis, Sayles & Company
602
Loomis, Sayles & Company
Massachusetts
$4.89M +$203K +917 +4%
UW
603
Unique Wealth
Florida
$4.89M +$1.07M +4,826 +28%
PA
604
PFG Advisors
Arizona
$4.89M +$49.5K +224 +1%
EFG
605
Ethos Financial Group
Pennsylvania
$4.89M +$3.33M +15,053 +213%
RCAG
606
Rehmann Capital Advisory Group
Michigan
$4.87M +$1.04M +4,722 +27%
CFB
607
Cullen/Frost Bankers
Texas
$4.86M +$227K +1,029 +5%
WAS
608
Wealth Advisory Solutions
Indiana
$4.85M -$30.9K -140 -0.6%
NFC
609
Northeast Financial Consultants
Connecticut
$4.84M -$38.4K -174 -0.8%
AWC
610
Abundance Wealth Counselors
Pennsylvania
$4.83M +$59.7K +270 +1%
NW
611
NewEdge Wealth
Pennsylvania
$4.83M +$1.47M +6,670 +44%
RA
612
Rockingstone Advisors
Massachusetts
$4.83M +$185K +835 +4%
FWP
613
FAS Wealth Partners
Kansas
$4.8M -$181K -819 -4%
CI
614
Cavalier Investments
Georgia
$4.79M -$21M -94,994 -81%
EGA
615
E&G Advisors
Texas
$4.78M +$420K +1,899 +10%
TTWM
616
TCV Trust & Wealth Management
Virginia
$4.76M -$11.7K -53 -0.2%
BWA
617
Beam Wealth Advisors
Louisiana
$4.76M -$151K -685 -3%
SFP
618
Sandbox Financial Partners
Maryland
$4.74M +$323K +1,462 +7%
AWM
619
AE Wealth Management
Kansas
$4.73M +$605K +2,738 +15%
SG
620
StoneX Group
New York
$4.71M +$4.71M +21,313 New
USB
621
Union Savings Bank
Connecticut
$4.71M -$17.2K -78 -0.4%
AWA
622
Archvest Wealth Advisors
California
$4.69M +$841K +3,806 +22%
BRM
623
Boston Research & Management
Massachusetts
$4.65M – – –
BBVA
624
Banco Bilbao Vizcaya Argentaria
Spain
$4.64M -$30.1M -135,979 -87%
AC
625
Addenda Capital
Quebec, Canada
$4.64M -$243K -1,100 -5%
23 24
25
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