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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 %
ECG
626
Edge Capital Group
Georgia
$4M -$78.2K -354 -2%
BRWA
627
B. Riley Wealth Advisors
Florida
$3.98M -$308K -1,411 -7%
CGPCS
628
Capital Group Private Client Services
California
$3.97M -$119K -540 -3%
MFG
629
Merit Financial Group
Georgia
$3.94M +$579K +2,623 +17%
NL
630
NWAM LLC
Washington
$3.92M +$3.92M +17,767 New
KJHP
631
K.J. Harrison & Partners
Ontario, Canada
$3.92M – – –
HIMC
632
Heritage Investors Management Corp
Maryland
$3.92M -$18.6K -84 -0.5%
BFPW
633
BOK Financial Private Wealth
Colorado
$3.88M -$200K -905 -5%
WCM
634
WealthBridge Capital Management
Ohio
$3.86M +$165K +745 +4%
MRCM
635
M&R Capital Management
New Jersey
$3.86M +$119K +539 +3%
AWA
636
Archvest Wealth Advisors
California
$3.85M +$265K +1,201 +7%
Lazard Asset Management
637
Lazard Asset Management
New York
$3.85M +$21.2K +96 +0.6%
TCA
638
Trifecta Capital Advisors
Illinois
$3.84M +$1.33K +6 +0%
RCAG
639
Rehmann Capital Advisory Group
Michigan
$3.83M +$13.7K +62 +0.4%
UW
640
Unique Wealth
Florida
$3.82M +$954K +4,317 +33%
ACM
641
AUA Capital Management
Pennsylvania
$3.82M -$14.1K -64 -0.4%
IAS
642
Insigneo Advisory Services
Florida
$3.79M +$158K +716 +4%
PAM
643
Peak Asset Management
Colorado
$3.78M -$14.4K -65 -0.4%
CAM
644
Campion Asset Management
Virginia
$3.78M -$125K -564 -3%
CA
645
CoreCap Advisors
Michigan
$3.77M +$3.77M +17,075 New
AWM
646
Apollon Wealth Management
South Carolina
$3.75M -$25.6K -116 -0.7%
CC
647
Centiva Capital
New York
$3.72M +$2.11M +9,566 +131%
PWCM
648
Processus Wealth & Capital Management
Tennessee
$3.72M +$3.72M +16,838 New
EWA
649
Exencial Wealth Advisors
Oklahoma
$3.72M -$645K -2,919 -15%
WWM
650
Western Wealth Management
Colorado
$3.71M +$1.1M +4,965 +42%
24 25
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