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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 %
AI
626
Auour Investments
Massachusetts
$3.96M +$120K +572 +3%
SC
627
Steph & Co
Wisconsin
$3.95M -$52.6K -250 -1%
ECG
628
Edge Capital Group
Georgia
$3.94M -$88.5K -421 -2%
SFG
629
Sunburst Financial Group
Alabama
$3.92M -$12.5K -60 -0.3%
DWT
630
Dorsey & Whitney Trust
South Dakota
$3.92M -$1.4M -6,634 -26%
FTB
631
First Trust Bank
Bahamas
$3.91M – – –
AAM
632
Aureus Asset Management
Massachusetts
$3.9M -$585K -2,783 -13%
PPFA
633
Provida Pension Fund Administrator
Chile
$3.89M – – –
CPSAC
634
Chas P. Smith & Associates (CPS)
Florida
$3.88M +$2.14M +10,186 +123%
GFG
635
Goldstone Financial Group
Illinois
$3.86M +$752K +3,575 +24%
FWM
636
FFT Wealth Management
Pennsylvania
$3.86M – – –
AWA
637
Aaron Wealth Advisors
Illinois
$3.84M -$2.31K -11 -0.1%
SFP
638
Sandbox Financial Partners
Maryland
$3.83M -$27.8K -132 -0.7%
AWM
639
Apollon Wealth Management
South Carolina
$3.83M -$912K -4,337 -19%
LI
640
LMCG Investments
Massachusetts
$3.82M -$3.49M -16,598 -48%
PCIG
641
Partners Capital Investment Group
Massachusetts
$3.8M -$2.05M -9,727 -35%
HIMC
642
Heritage Investors Management Corp
Maryland
$3.8M -$151K -719 -4%
KWM
643
Kingsview Wealth Management
Oregon
$3.79M -$137K -651 -3%
NAM
644
NorthCrest Asset Manangement
Minnesota
$3.79M +$3.04M +14,439 +402%
CAGAS
645
Capital Advisory Group Advisory Services
Minnesota
$3.79M -$107K -510 -3%
GECH
646
Garnet Equity Capital Holdings
New York
$3.79M +$3.79M +18,000 New
CAM
647
Campion Asset Management
Virginia
$3.76M -$24K -114 -0.6%
KF
648
Krilogy Financial
Missouri
$3.75M +$3.75M +17,840 New
ACM
649
AUA Capital Management
Pennsylvania
$3.74M -$170K -807 -4%
BCV
650
Banque Cantonale Vaudoise
Switzerland
$3.74M +$1.59M +7,573 +74%
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