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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 %
CWC
651
Carolinas Wealth Consulting
North Carolina
$3.71M -$65.6K -297 -2%
CCT
652
Chemung Canal Trust
New York
$3.7M -$1.55K -7 -0%
Principal Financial Group
653
Principal Financial Group
Iowa
$3.68M -$87K -394 -2%
KWM
654
Keebeck Wealth Management
Illinois
$3.67M -$20.5K -93 -0.6%
EAM
655
Eagle Asset Management
Florida
$3.66M -$4.83M -20,292 -57%
FCH
656
Freestone Capital Holdings
Washington
$3.63M -$153K -694 -4%
TC
657
TownSquare Capital
Utah
$3.6M +$345K +1,563 +11%
MCM
658
Manchester Capital Management
Vermont
$3.59M -$3.06M -13,850 -46%
AIA
659
Alera Investment Advisors
Illinois
$3.59M -$557K -2,522 -13%
OS
660
Objectivity Squared
South Carolina
$3.58M +$88.5K +407 +3%
TWP
661
TFO Wealth Partners
Ohio
$3.58M +$11.7K +53 +0.3%
GC
662
Guggenheim Capital
Illinois
$3.58M -$28.1K -127 -0.8%
TCOTS
663
Trust Company of the South
North Carolina
$3.57M +$18.8K +85 +0.5%
MWP
664
MYCIO Wealth Partners
Pennsylvania
$3.55M +$24.7K +112 +0.7%
HI
665
Harbour Investments
Wisconsin
$3.54M +$842K +3,812 +31%
AAIM
666
American Assets Investment Management
California
$3.53M +$3.53M +16,000 New
FPTW
667
Franklin, Parlapiano, Turner & Welch
Texas
$3.53M – – –
KP
668
Keel Point
Alabama
$3.5M +$1.16M +5,229 +49%
CWM
669
Cranbrook Wealth Management
Michigan
$3.5M -$174K -788 -5%
BIAS
670
Beacon Investment Advisory Services
New Jersey
$3.5M +$13K +59 +0.4%
GKWIM
671
Gerber Kawasaki Wealth & Investment Management
California
$3.49M +$2.1M +9,525 +152%
CG
672
Corundum Group
Colorado
$3.47M -$1.9M -8,600 -35%
HFP
673
Holistic Financial Partners
Indiana
$3.46M -$35.1K -159 -1%
WB
674
Webster Bank
Connecticut
$3.44M -$113K -511 -3%
CAG
675
Crestwood Advisors Group
Massachusetts
$3.43M -$6.63K -30 -0.2%
25 26
27
28 29