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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 %
Russell Investments Group
726
Russell Investments Group
United Kingdom
$3.5M +$204K +922 +6%
VAM
727
Vienna Asset Management
California
$3.5M -$2.35M -10,645 -40%
KC
728
Katamaran Capital
United Kingdom
$3.5M +$3.5M +15,830 New
KP
729
Keel Point
Alabama
$3.48M -$22.1K -100 -0.6%
BIAS
730
Beacon Investment Advisory Services
New Jersey
$3.48M -$21K -95 -0.6%
PS
731
Principal Securities
Iowa
$3.47M +$187K +848 +6%
CWM
732
Cranbrook Wealth Management
Michigan
$3.47M -$33.1K -150 -0.9%
BAS
733
Breakthru Advisory Services
Wisconsin
$3.46M +$3.46M +15,644 New
HFP
734
Holistic Financial Partners
Indiana
$3.45M -$5.3K -24 -0.2%
CAG
735
Crestwood Advisors Group
Massachusetts
$3.44M +$6.63K +30 +0.2%
FPTW
736
Franklin, Parlapiano, Turner & Welch
Texas
$3.44M -$95.7K -433 -3%
EWA
737
Exencial Wealth Advisors
Oklahoma
$3.43M -$289K -1,307 -8%
LIA
738
LSP Investment Advisors
New York
$3.42M – – –
JIC
739
Joel Isaacson & Co
New York
$3.39M +$27.4K +124 +0.8%
MCM
740
Maytus Capital Management
New York
$3.39M +$3.39M +15,327 New
BAM
741
Berkshire Asset Management
Pennsylvania
$3.38M +$59.7K +261 +2%
EFMC
742
Empire Financial Management Company
New York
$3.37M -$66.3K -300 -2%
SWP
743
Sagespring Wealth Partners
Tennessee
$3.34M +$3.34M +15,120 New
AIC
744
Archer Investment Corporation
Indiana
$3.33M -$34.7K -157 -1%
AP
745
Adero Partners
California
$3.33M -$1.77K -8 -0.1%
CAM
746
Cozad Asset Management
Illinois
$3.33M +$329K +1,490 +11%
HCA
747
Harbour Capital Advisors
Virginia
$3.33M -$4.49K -20 -0.1%
WCFA
748
Walkner Condon Financial Advisors
Wisconsin
$3.33M +$9.94K +45 +0.3%
MFA
749
Mayflower Financial Advisors
Massachusetts
$3.32M -$71.8K -325 -2%
FCM
750
Firestone Capital Management
Florida
$3.32M +$12.8K +58 +0.4%
28 29
30
31 32