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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 %
SPW
651
Surience Private Wealth
Washington
$4.29M -$6.83M -30,927 -61%
AI
652
Auour Investments
Massachusetts
$4.29M -$12.7K -56 -0.3%
TBWA
653
Three Bridge Wealth Advisors
California
$4.25M +$1.05M +4,750 +33%
PRA
654
Pine Ridge Advisers
New York
$4.23M – – –
PWMG
655
Pinnacle Wealth Management Group
Michigan
$4.22M +$114K +516 +3%
CPSAC
656
Chas P. Smith & Associates (CPS)
Florida
$4.21M -$30.9K -140 -0.7%
CIC
657
Carnegie Investment Counsel
Ohio
$4.18M +$28.3K +128 +0.7%
FMC
658
First Merchants Corp
Indiana
$4.15M -$895K -4,050 -18%
CNBT
659
Canandaigua National Bank & Trust
New York
$4.14M -$13K -59 -0.3%
AAM
660
Aureus Asset Management
Massachusetts
$4.1M +$44K +199 +1%
CBT
661
Crews Bank & Trust
Florida
$4.09M +$4.09M +18,511 New
CAGAS
662
Capital Advisory Group Advisory Services
Minnesota
$4.08M -$57.2K -259 -1%
PPFA
663
Provida Pension Fund Administrator
Chile
$4.08M – – –
HI
664
Harbour Investments
Wisconsin
$4.08M +$535K +2,423 +15%
CJH
665
Christopher J. Hasenberg
Wisconsin
$4.08M -$14.8M -67,131 -78%
EP
666
Essential Planning
New Hampshire
$4.07M +$4.07M +17,875 New
LA
667
Lifeworks Advisors
Michigan
$4.06M +$2.4M +10,880 +145%
SFG
668
Sunburst Financial Group
Alabama
$4.05M -$90.6K -410 -2%
IJWM
669
Inman Jager Wealth Management
Mississippi
$4.03M +$4.03M +18,260 New
HT
670
HAP Trading
New York
$4.03M +$4.03M +18,250 New
BIS
671
BG Investment Services
Guam
$4.02M +$4.02M +18,199 New
OIA
672
OneDigital Investment Advisors
Kansas
$4.02M -$402K -1,818 -9%
FWM
673
FFT Wealth Management
Pennsylvania
$4.02M – – –
ANC
674
Ames National Corp
Iowa
$4.02M +$4.02M +18,172 New
WCM
675
WealthBridge Capital Management
Ohio
$4.01M +$144K +651 +4%
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