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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 %
CWC
701
Carolinas Wealth Consulting
North Carolina
$3.27M -$28.4K -135 -0.9%
LIA
702
LSP Investment Advisors
New York
$3.26M – – –
FCH
703
Freestone Capital Holdings
Washington
$3.23M +$51.7K +246 +2%
BIAS
704
Beacon Investment Advisory Services
New Jersey
$3.22M -$51.1K -243 -2%
BAM
705
Berkshire Asset Management
Pennsylvania
$3.21M -$10.5K -50 -0.3%
AP
706
Adero Partners
California
$3.21M -$35.8K -170 -1%
EGA
707
E&G Advisors
Texas
$3.21M +$827K +3,933 +35%
WB
708
Webster Bank
Connecticut
$3.2M +$82.6K +393 +3%
AIM
709
Acropolis Investment Management
Missouri
$3.19M -$45.2K -215 -1%
EIP
710
Easterly Investment Partners
Massachusetts
$3.15M -$37K -176 -1%
CAG
711
Crestwood Advisors Group
Massachusetts
$3.15M +$401K +1,907 +15%
FCM
712
Firestone Capital Management
Florida
$3.12M +$203K +965 +7%
MFG
713
Merit Financial Group
Georgia
$3.11M +$162K +803 +6%
RCM
714
RB Capital Management
Nevada
$3.1M +$24.2K +115 +0.8%
LNWWM
715
Laird Norton Wetherby Wealth Management
California
$3.09M +$7.36K +35 +0.2%
DWP
716
Daymark Wealth Partners
Ohio
$3.07M +$397K +1,890 +15%
Vontobel Holding
717
Vontobel Holding
Switzerland
$3.07M -$634K -3,013 -17%
RA
718
Resolute Advisors
California
$3.06M +$7.57K +36 +0.2%
SPFA
719
Summit Place Financial Advisors
New Jersey
$3.05M -$161K -765 -5%
PCP
720
Proficio Capital Partners
Massachusetts
$3.05M -$835K -4,002 -21%
GL
721
Graypoint LLC
New York
$3.04M +$235K +1,117 +8%
HCA
722
Harbour Capital Advisors
Virginia
$3.04M -$72.6K -355 -2%
MCC
723
Money Concepts Capital
Florida
$3.03M +$594K +2,824 +24%
CG
724
Cutler Group
California
$3.03M -$17.3M -82,072 -85%
OS
725
Objectivity Squared
South Carolina
$3.02M +$1.04M +5,153 +52%
27 28
29
30 31