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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 %
ECG
701
Edge Capital Group
Georgia
$3.71M -$287K -1,298 -7%
CCT
702
Chemung Canal Trust
New York
$3.7M – – –
MWP
703
MYCIO Wealth Partners
Pennsylvania
$3.68M +$134K +607 +4%
MCM
704
Manchester Capital Management
Vermont
$3.67M +$80.7K +365 +2%
EWM
705
Evermay Wealth Management
Virginia
$3.67M -$356K -1,609 -9%
CWC
706
Carolinas Wealth Consulting
North Carolina
$3.64M -$69.8K -316 -2%
GKWIM
707
Gerber Kawasaki Wealth & Investment Management
California
$3.64M +$145K +654 +4%
TCOTS
708
Trust Company of the South
North Carolina
$3.62M +$42.4K +192 +1%
OS
709
Objectivity Squared
South Carolina
$3.62M +$40.8K +188 +1%
FCH
710
Freestone Capital Holdings
Washington
$3.61M -$21.4K -97 -0.6%
AIA
711
Acute Investment Advisory
Arizona
$3.6M +$3.6M +16,301 New
PMWMG
712
Parr McKnight Wealth Management Group
Minnesota
$3.59M +$3.59M +16,229 New
AB
713
ANB Bank
Colorado
$3.58M +$3.58M +16,217 New
FB
714
Fulton Bank
Pennsylvania
$3.58M +$303K +1,373 +9%
Macquarie Group
715
Macquarie Group
Australia
$3.57M +$3.16M +14,321 +780%
GC
716
Guggenheim Capital
Illinois
$3.57M -$10.8K -49 -0.3%
KFG
717
Kelly Financial Group
Connecticut
$3.56M +$3.56M +16,129 New
CAM
718
Campion Asset Management
Virginia
$3.56M -$222K -1,006 -6%
ACA
719
Anchor Capital Advisors
Massachusetts
$3.56M -$1.29M -5,840 -27%
DC
720
Davenport & Co
Virginia
$3.55M +$844K +3,820 +31%
DA
721
Doliver Advisors
Texas
$3.54M +$1.89M +8,551 +114%
AAIM
722
American Assets Investment Management
California
$3.54M – – –
PCM
723
Polymer Capital Management
New York
$3.54M +$3.54M +16,000 New
FGA
724
Fortis Group Advisors
New Jersey
$3.5M +$1.94M +8,780 +124%
BFPW
725
BOK Financial Private Wealth
Colorado
$3.5M -$379K -1,713 -10%
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