IWM icon

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 %
SC
676
Steph & Co
Wisconsin
$4.01M -$205K -926 -5%
AWA
677
Aaron Wealth Advisors
Illinois
$4M -$18.1K -82 -0.5%
WIA
678
World Investment Advisors
California
$4M +$2.53M +11,429 +172%
SOW
679
State of Wyoming
Wyoming
$3.99M -$630K -2,850 -14%
CGPCS
680
Capital Group Private Client Services
California
$3.98M +$10.6K +48 +0.3%
PP
681
Patten & Patten
Tennessee
$3.95M +$799K +3,614 +25%
PMA
682
Prudent Man Advisors
Illinois
$3.94M -$803K -3,634 -17%
AIP
683
Almanack Investment Partners
Pennsylvania
$3.94M -$667K -3,019 -14%
CFSG
684
Clark Financial Services Group
Missouri
$3.9M +$3.49M +15,772 +849%
HIMC
685
Heritage Investors Management Corp
Maryland
$3.89M -$27.6K -125 -0.7%
MCM
686
MV Capital Management
Maryland
$3.87M -$1.82M -8,233 -32%
ZIM
687
Zacks Investment Management
Illinois
$3.85M +$3.52M +15,926 +1,069%
TCA
688
Trifecta Capital Advisors
Illinois
$3.83M -$17K -77 -0.4%
ACM
689
AUA Capital Management
Pennsylvania
$3.82M – – –
CWM
690
Campbell Wealth Management
Virginia
$3.81M +$425K +1,925 +13%
JWM
691
Jacksonville Wealth Management
Florida
$3.8M +$3.8M +17,218 New
OPS
692
Orion Portfolio Solutions
Nebraska
$3.79M +$625K +2,830 +20%
BCI
693
Brinker Capital Investments
Pennsylvania
$3.79M +$625K +2,830 +20%
NL
694
NWAM LLC
Washington
$3.78M -$142K -644 -4%
NG
695
Novem Group
New York
$3.78M +$3.78M +17,088 New
PWCM
696
Processus Wealth & Capital Management
Tennessee
$3.77M +$53.3K +241 +1%
PAM
697
Peak Asset Management
Colorado
$3.76M -$28.7K -130 -0.8%
Lazard Asset Management
698
Lazard Asset Management
New York
$3.73M -$117K -528 -3%
MAS
699
MPWM Advisory Solutions
Georgia
$3.73M +$3.73M +16,861 New
WB
700
Webster Bank
Connecticut
$3.71M +$270K +1,223 +8%
26 27
28
29 30