IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
751
Venturi Wealth Management
Texas
$2.27M +$21.7K +107 +1%
EIA
752
Eldridge Investment Advisors
New Hampshire
$2.26M +$33.5K +165 +2%
Victory Capital Management
753
Victory Capital Management
Texas
$2.24M -$46.8M -230,662 -95%
SC
754
Sepio Capital
Utah
$2.23M – – –
SBH
755
Segall Bryant & Hamill
Illinois
$2.22M -$64.9K -320 -3%
SFG
756
SNS Financial Group
Minnesota
$2.22M -$196K -966 -8%
BCM
757
BluePointe Capital Management
California
$2.22M +$31K +153 +1%
KWM
758
Kaydan Wealth Management
Michigan
$2.21M +$149K +734 +7%
KP
759
Keel Point
Alabama
$2.21M +$1.29M +6,210 +141%
SVWAG
760
Sound View Wealth Advisors Group
Georgia
$2.2M +$229K +1,127 +12%
AP
761
Aspect Partners
Virginia
$2.2M +$86K +424 +4%
RWP
762
Revolve Wealth Partners
New Jersey
$2.2M -$36.1K -178 -2%
HWMA
763
Heritage Wealth Management (Arizona)
Arizona
$2.2M -$241K -1,186 -10%
HFO
764
Heritage Family Offices
Arizona
$2.2M +$2.2M +10,837 New
TAM
765
Tocqueville Asset Management
New York
$2.19M +$495K +2,440 +29%
HCC
766
Hirtle Callaghan & Co
Pennsylvania
$2.19M -$74.3K -366 -3%
MNBTD
767
Moody National Bank Trust Division
Texas
$2.19M – – –
CW
768
CIC Wealth
Maryland
$2.18M +$558K +2,752 +35%
IF
769
Intrua Financial
Texas
$2.16M +$206K +1,013 +10%
AF
770
Apexium Financial
Texas
$2.16M +$377K +1,856 +21%
PF
771
Parker Financial
Washington
$2.15M -$168K -820 -7%
PCM
772
Ping Capital Management
New York
$2.15M +$2.15M +10,600 New
MAA
773
Matrix Asset Advisors
New York
$2.15M +$11.2K +55 +0.5%
MFC
774
Mechanics Financial Corp
Ohio
$2.15M -$52.5K -259 -2%
NPT
775
Nixon Peabody Trust
Massachusetts
$2.13M -$325K -1,601 -13%
29 30
31
32 33