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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 %
EFMC
676
Empire Financial Management Company
New York
$3.43M +$850K +3,850 +33%
LIA
677
LSP Investment Advisors
New York
$3.42M – – –
MTIM
678
Marathon Trading Investment Management
Pennsylvania
$3.42M +$2.24M +10,130 +189%
MFA
679
Mayflower Financial Advisors
Massachusetts
$3.39M +$9.72K +44 +0.3%
TCG
680
Transcendent Capital Group
Oklahoma
$3.39M +$3.36M +15,191 +9,096%
CWM
681
Campbell Wealth Management
Virginia
$3.39M +$3.39M +15,325 New
WB
682
West Bancorporation
Iowa
$3.37M -$28.3K -128 -0.8%
AIC
683
Archer Investment Corporation
Indiana
$3.37M -$1.09M -4,925 -24%
PCP
684
Perbak Capital Partners
United Kingdom
$3.36M -$2.25M -10,164 -40%
JIC
685
Joel Isaacson & Co
New York
$3.36M +$112K +507 +3%
NW
686
NewEdge Wealth
Pennsylvania
$3.36M -$781K -3,535 -19%
AP
687
Adero Partners
California
$3.33M -$33.8K -153 -1%
BC
688
Bricktown Capital
Michigan
$3.33M +$2.08M +9,433 +167%
WCFA
689
Walkner Condon Financial Advisors
Wisconsin
$3.31M -$44K -199 -1%
FCM
690
Firestone Capital Management
Florida
$3.3M +$20.1K +91 +0.6%
Russell Investments Group
691
Russell Investments Group
United Kingdom
$3.3M -$14.8K -67 -0.4%
PS
692
Principal Securities
Iowa
$3.28M +$2.22M +10,044 +208%
RCM
693
RB Capital Management
Nevada
$3.28M +$16.6K +75 +0.5%
AIM
694
Acropolis Investment Management
Missouri
$3.28M -$1.1K -5 -0%
FB
695
Fulton Bank
Pennsylvania
$3.27M +$116K +526 +4%
RSWM
696
Robertson Stephens Wealth Management
California
$3.25M +$402K +1,818 +14%
PPWM
697
Perissos Private Wealth Management
Oklahoma
$3.25M +$2.23M +10,081 +218%
SPFA
698
Summit Place Financial Advisors
New Jersey
$3.24M -$93K -421 -3%
HCA
699
Harbour Capital Advisors
Virginia
$3.24M +$12K +55 +0.4%
RA
700
Resolute Advisors
California
$3.22M +$2.43K +11 +0.1%
26 27
28
29 30