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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 %
WC
626
Woodstock Corp
Massachusetts
$4.63M -$115K -522 -2%
BHBT
627
Burke & Herbert Bank & Trust
Virginia
$4.63M +$29.2K +132 +0.6%
MFG
628
Menard Financial Group
Texas
$4.62M +$153K +691 +3%
PWAC
629
Private Wealth Advisors (California)
California
$4.61M +$4.61M +20,859 New
ET
630
Equitable Trust
Tennessee
$4.6M +$4.6M +20,836 New
ACM
631
Ananym Capital Management
New York
$4.59M +$4.59M +20,760 New
BRWA
632
B. Riley Wealth Advisors
Florida
$4.55M +$528K +2,388 +13%
MYIA
633
Mount Yale Investment Advisors
Colorado
$4.54M +$406K +1,839 +10%
FPAS
634
Focus Partners Advisor Solutions
Missouri
$4.52M +$297K +1,346 +7%
FMTC
635
Farmers & Merchants Trust Company
California
$4.52M +$225K +1,018 +5%
SCP
636
Sender Company & Partners
New York
$4.51M +$4.51M +20,402 New
NP
637
Nilsine Partners
Colorado
$4.5M +$460K +2,081 +11%
OHWP
638
Oak Harbor Wealth Partners
North Carolina
$4.48M +$426K +1,930 +11%
PWPS
639
Pinnacle Wealth Planning Services
Ohio
$4.46M +$2.48M +11,234 +125%
LCG
640
Lakeshore Capital Group
Illinois
$4.44M +$4.44M +20,107 New
PCWA
641
Pacific Capital Wealth Advisors
California
$4.41M -$206K -934 -4%
BAWM
642
Bennett Associates Wealth Management
Pennsylvania
$4.39M +$267K +1,209 +6%
Nomura Asset Management
643
Nomura Asset Management
Japan
$4.39M – – –
GAG
644
GM Advisory Group
New York
$4.39M +$293K +1,328 +7%
AP
645
Appleton Partners
Massachusetts
$4.39M -$367K -1,659 -8%
SJIM
646
St. Johns Investment Management
Florida
$4.38M +$352K +1,593 +9%
RA
647
Royce & Associates
New York
$4.35M – – –
HIF
648
Hill Island Financial
Michigan
$4.35M +$13.5K +61 +0.3%
Belvedere Trading
649
Belvedere Trading
Illinois
$4.34M +$4.34M +19,662 New
C
650
Certuity
Florida
$4.29M -$233K -1,053 -5%
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