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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 %
CGPCS
676
Capital Group Private Client Services
California
$3.53M -$40.4K -192 -1%
RCAG
677
Rehmann Capital Advisory Group
Michigan
$3.51M -$80.5K -383 -2%
WI
678
WBI Investments
New Jersey
$3.5M -$7.36M -34,977 -68%
NW
679
NewEdge Wealth
Pennsylvania
$3.5M -$1.23M -6,149 -26%
Nomura Asset Management
680
Nomura Asset Management
Japan
$3.47M – – –
PIWA
681
Prevail Innovative Wealth Advisors
Kansas
$3.47M +$2.49M +11,855 +256%
PWG
682
Private Wealth Group
Florida
$3.45M +$77.2K +367 +2%
VAM
683
Vienna Asset Management
California
$3.44M +$3.44M +16,219 New
DIP
684
DT Investment Partners
Pennsylvania
$3.42M – – –
BFS
685
Bare Financial Services
Pennsylvania
$3.42M +$2.36M +12,038 +222%
SA
686
SpiderRock Advisors
Delaware
$3.41M +$3.41M +16,968 New
PCM
687
Prelude Capital Management
New York
$3.41M -$1.88M -8,948 -36%
MFA
688
Mayflower Financial Advisors
Massachusetts
$3.4M +$12.4K +59 +0.4%
TWP
689
TFO Wealth Partners
Ohio
$3.39M -$19.8K -94 -0.6%
TCOTS
690
Trust Company of the South
North Carolina
$3.38M – – –
HFP
691
Holistic Financial Partners
Indiana
$3.37M -$42.1K -200 -1%
JF
692
Jump Financial
Illinois
$3.36M -$110M -522,727 -97%
FPTW
693
Franklin, Parlapiano, Turner & Welch
Texas
$3.36M – – –
PWMG
694
Pinnacle Wealth Management Group
Michigan
$3.34M +$640K +3,044 +24%
TCG
695
Transcendent Capital Group
Oklahoma
$3.34M +$1.63M +7,752 +96%
MHS
696
M Holdings Securities
Oregon
$3.33M -$424K -2,014 -11%
MWP
697
MYCIO Wealth Partners
Pennsylvania
$3.32M -$717K -3,408 -18%
CWM
698
Campbell Wealth Management
Virginia
$3.28M +$3.28M +15,606 New
CG
699
Corundum Group
Colorado
$3.27M +$1.21M +5,748 +59%
SCP
700
Silverleafe Capital Partners
Tennessee
$3.27M +$2.35M +11,182 +256%
26 27
28
29 30