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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 %
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$3M +$602K +2,724 +25%
VCM
727
Vision Capital Management
Oregon
$3M -$884 -4 -0%
CAM
728
Cozad Asset Management
Illinois
$3M +$160K +723 +6%
PWA
729
Provenance Wealth Advisors
Florida
$2.99M +$76.4K +346 +3%
CA
730
Continuum Advisory
Idaho
$2.99M +$132K +568 +5%
GVAG
731
Great Valley Advisor Group
Delaware
$2.99M +$47.5K +215 +2%
AH
732
Addis & Hill
Pennsylvania
$2.98M -$19K -86 -0.6%
CCM
733
Ciovacco Capital Management
Georgia
$2.98M +$2.43M +11,011 +446%
VA
734
Vident Advisory
Georgia
$2.98M -$8.62K -39 -0.3%
SC
735
Sykon Capital
New York
$2.97M +$2.97M +13,441 New
DTC
736
Davidson Trust Company
Washington
$2.97M -$5.52K -25 -0.2%
Polen Capital Management
737
Polen Capital Management
Florida
$2.96M +$772K +3,493 +35%
MWM
738
Merriman Wealth Management
Washington
$2.94M -$51.9K -235 -2%
BAM
739
Berkshire Asset Management
Pennsylvania
$2.94M – – –
GL
740
Graypoint LLC
New York
$2.91M +$61.6K +279 +2%
ACM
741
Absolute Capital Management
Pennsylvania
$2.91M +$961K +4,350 +49%
PWG
742
Private Wealth Group
Florida
$2.91M -$720K -3,258 -20%
NHC
743
Nicholas Hoffman & Company
Georgia
$2.88M +$3.76K +17 +0.1%
CWM
744
Chesapeake Wealth Management
Virginia
$2.87M -$4.42K -20 -0.2%
AAS
745
Ameritas Advisory Services
Nebraska
$2.86M +$147K +664 +5%
VWA
746
Visionary Wealth Advisors
Illinois
$2.86M +$238K +1,076 +9%
TPI
747
Trust Point Inc
Wisconsin
$2.84M -$4.86K -22 -0.2%
RWM
748
RKL Wealth Management
Pennsylvania
$2.84M -$77.1K -349 -3%
AFM
749
Abbot Financial Management
Massachusetts
$2.83M +$27.8K +126 +1%
PI
750
PFG Investments
New York
$2.83M +$271K +1,229 +11%
28 29
30
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