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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 %
WS
701
Wedbush Securities
California
$3.21M +$418K +1,892 +15%
HAM
702
Harmony Asset Management
Arizona
$3.21M +$1.55M +7,033 +94%
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$3.2M +$1.1K +5 +0%
TBWA
704
Three Bridge Wealth Advisors
California
$3.19M +$1.18M +5,325 +58%
OPS
705
Orion Portfolio Solutions
Nebraska
$3.16M +$195K +885 +7%
BCI
706
Brinker Capital Investments
Pennsylvania
$3.16M +$195K +885 +7%
PP
707
Patten & Patten
Tennessee
$3.16M +$549K +2,487 +21%
JIP
708
Jaffetilchin Investment Partners
Florida
$3.14M +$2.6M +11,750 +475%
AP
709
Americana Partners
Texas
$3.14M – – –
CA
710
Calton & Associates
Florida
$3.14M +$2.79M +12,636 +796%
ECG
711
EPIQ Capital Group
California
$3.14M +$2.77M +12,561 +762%
AGAM
712
Audent Global Asset Management
California
$3.13M -$811K -3,672 -21%
FAM
713
Forte Asset Management
New York
$3.11M +$20.1K +91 +0.6%
QCG
714
Quadrant Capital Group
Ohio
$3.11M +$71.8K +325 +2%
SIC
715
Salem Investment Counselors
North Carolina
$3.1M -$22.1K -100 -0.7%
MA
716
MYDA Advisors
New York
$3.09M +$3.09M +14,000 New
SBH
717
Segall Bryant & Hamill
Illinois
$3.08M +$664K +3,004 +27%
FHC
718
First Heartland Consultants
Missouri
$3.08M +$2.56M +11,577 +485%
WJA
719
Willis Johnson & Associates
Texas
$3.08M -$32.5K -147 -1%
R
720
Rebalance
California
$3.07M -$40.4K -183 -1%
RWMG
721
Redwood Wealth Management Group
New Jersey
$3.07M +$1.53M +6,932 +100%
BHIA
722
Birch Hill Investment Advisors
Massachusetts
$3.05M +$66.5K +301 +2%
BFG
723
Bouchey Financial Group
New York
$3.03M -$6.19K -28 -0.2%
OA
724
Operose Advisors
Wisconsin
$3.01M -$16.3K -74 -0.5%
MCP
725
Maso Capital Partners
Hong Kong
$3M +$3M +13,600 New
27 28
29
30 31