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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 %
LF
751
LifeSteps Financial
California
$2.86M -$226K -1,074 -7%
OIA
752
OneDigital Investment Advisors
Kansas
$2.84M -$433K -2,059 -13%
SSB
753
Sandy Spring Bank
Maryland
$2.84M -$34.9K -166 -1%
DTC
754
Davidson Trust Company
Washington
$2.83M – – –
SC
755
Sykon Capital
New York
$2.82M +$2.82M +13,407 New
PWA
756
Provenance Wealth Advisors
Florida
$2.82M -$122K -580 -4%
PFMU
757
Privium Fund Management (UK)
United Kingdom
$2.81M – – –
BFEC
758
Benjamin F. Edwards & Company
Missouri
$2.79M -$78.9K -375 -3%
RWM
759
RKL Wealth Management
Pennsylvania
$2.77M -$19.6K -93 -0.7%
ESB
760
Essex Savings Bank
Connecticut
$2.76M – – –
NHC
761
Nicholas Hoffman & Company
Georgia
$2.74M +$2.31K +11 +0.1%
SCA
762
Snowden Capital Advisors
New York
$2.73M +$817K +3,886 +43%
MWA
763
Midland Wealth Advisors
Illinois
$2.73M -$1.08M -5,145 -28%
LA
764
LVW Advisors
New York
$2.73M -$16.4K -78 -0.6%
PWPS
765
Pinnacle Wealth Planning Services
Ohio
$2.73M +$430K +2,046 +19%
TPI
766
Trust Point Inc
Wisconsin
$2.73M +$254K +1,206 +10%
3IP
767
3Chopt Investment Partners
Virginia
$2.73M – – –
ASFA
768
All Season Financial Advisors
Colorado
$2.72M +$2.72M +12,926 New
BMCM
769
Bryn Mawr Capital Management
Pennsylvania
$2.72M -$112K -532 -4%
WWM
770
Western Wealth Management
Colorado
$2.71M -$608K -2,891 -18%
BA
771
Bristlecone Advisors
Washington
$2.7M -$106K -503 -4%
BHIA
772
Birch Hill Investment Advisors
Massachusetts
$2.69M +$137K +650 +5%
CWG
773
Cornerstone Wealth Group
North Carolina
$2.69M +$1.09M +5,172 +68%
RIA
774
Regal Investment Advisors
Michigan
$2.67M +$277K +1,318 +12%
AH
775
Addis & Hill
Pennsylvania
$2.67M +$156K +757 +6%
29 30
31
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