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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
676
Bouchey Financial Group
New York
$2.78M +$203 +1 +0%
OA
677
Operose Advisors
Wisconsin
$2.78M – – –
FIM
678
Fernwood Investment Management
Massachusetts
$2.77M -$2.84K -14 -0.1%
PFMU
679
Privium Fund Management (UK)
United Kingdom
$2.76M -$12.1K -60 -0.4%
VCM
680
Vision Capital Management
Oregon
$2.76M -$9.54K -47 -0.3%
MC
681
Mathes Company
New York
$2.75M +$385K +1,900 +16%
MWM
682
Merriman Wealth Management
Washington
$2.75M -$158K -781 -5%
VA
683
Vident Advisory
Georgia
$2.74M +$547K +2,698 +25%
AH
684
Addis & Hill
Pennsylvania
$2.74M +$126K +622 +5%
BHIA
685
Birch Hill Investment Advisors
Massachusetts
$2.74M +$142K +698 +5%
RIA
686
Regal Investment Advisors
Michigan
$2.74M +$161K +794 +6%
DTC
687
Davidson Trust Company
Washington
$2.73M – – –
BCI
688
Brinker Capital Investments
Pennsylvania
$2.72M -$93.5K -461 -3%
OPS
689
Orion Portfolio Solutions
Nebraska
$2.72M -$93.5K -461 -3%
DC
690
Davenport & Co
Virginia
$2.72M -$97.8K -482 -3%
GVAG
691
Great Valley Advisor Group
Delaware
$2.7M +$158K +779 +6%
PWA
692
Provenance Wealth Advisors
Florida
$2.68M -$39.6K -195 -1%
SI
693
Saxon Interests
Texas
$2.68M +$116K +571 +5%
RWM
694
RKL Wealth Management
Pennsylvania
$2.68M +$6.9K +34 +0.3%
NHC
695
Nicholas Hoffman & Company
Georgia
$2.65M +$7.3K +36 +0.3%
DAM
696
Deltec Asset Management
New York
$2.64M -$1.83M -9,016 -41%
CWM
697
Chesapeake Wealth Management
Virginia
$2.64M -$255K -1,259 -9%
UW
698
Unique Wealth
Florida
$2.63M +$295K +1,454 +13%
EF
699
Empowered Funds
Pennsylvania
$2.63M +$2.63M +12,963 New
GL
700
Graypoint LLC
New York
$2.62M -$314K -1,547 -11%
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