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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 %
MWM
726
Merriman Wealth Management
Washington
$3.02M -$22.9K -109 -0.8%
CWM
727
Chesapeake Wealth Management
Virginia
$3M -$55.3K -263 -2%
JIC
728
Joel Isaacson & Co
New York
$3M +$197K +937 +7%
CA
729
Claro Advisors
Massachusetts
$2.99M -$666K -3,168 -18%
WJA
730
Willis Johnson & Associates
Texas
$2.99M -$171K -814 -5%
FB
731
Fulton Bank
Pennsylvania
$2.99M +$11.6K +55 +0.4%
SIC
732
Salem Investment Counselors
North Carolina
$2.98M – – –
OSAM
733
O'Shaughnessy Asset Management
Connecticut
$2.96M +$1.4M +6,648 +90%
AP
734
Americana Partners
Texas
$2.95M – – –
CCM
735
Campbell Capital Management
Florida
$2.94M – – –
DC
736
Davenport & Co
Virginia
$2.92M -$92.3K -439 -3%
BCI
737
Brinker Capital Investments
Pennsylvania
$2.92M -$488K -2,323 -14%
OPS
738
Orion Portfolio Solutions
Nebraska
$2.92M -$488K -2,323 -14%
WCFA
739
Walkner Condon Financial Advisors
Wisconsin
$2.92M – – –
NEAM
740
New England Asset Management
Connecticut
$2.91M – – –
SGCA
741
Steel Grove Capital Advisors
Tennessee
$2.9M +$1.58M +7,520 +120%
QCG
742
Quadrant Capital Group
Ohio
$2.89M -$20.6K -98 -0.7%
ACM
743
Absolute Capital Management
Pennsylvania
$2.89M +$1.57M +7,464 +119%
RSWM
744
Robertson Stephens Wealth Management
California
$2.89M -$1.74M -8,255 -38%
TC
745
TownSquare Capital
Utah
$2.89M +$1.45M +6,881 +101%
BFG
746
Bouchey Financial Group
New York
$2.89M -$4.84K -23 -0.2%
OA
747
Operose Advisors
Wisconsin
$2.88M -$2.73K -13 -0.1%
FIM
748
Fernwood Investment Management
Massachusetts
$2.87M -$46.1K -219 -2%
VCM
749
Vision Capital Management
Oregon
$2.87M -$2.1K -10 -0.1%
LWANC
750
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.87M +$300K +1,427 +12%
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